How leading insurance agencies are unlocking growth in 2026
See how top agencies are staying ahead and building for what’s next.
Chris Paradiso
Paradiso Insurance
Chris Paradiso
Paradiso Insurance
Chris Paradiso
Paradiso Insurance
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Andrew Millar
Senior Customer Success Manager @ Quandri
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Sarah Bartholomew
Senior Enterprise Success Manager @ Quandri
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Jonathan Cox
Customer Success Manager @ Quandri
Reserve your spot now
Personal lines isn’t slowing down, and agencies are feeling it every day. High volumes, nonstop renewals, and the manual work that comes with them make it tough to find time for anything beyond the urgent. So how are agencies keeping up and finding time for growth?
Join Quandri’s Customer Success Managers for a candid look at how forward-thinking agencies are breaking out of the daily grind. You’ll hear first-hand from the experts who guided these teams as they streamlined renewals, shifted from reactive to proactive client outreach, and improved client retention.
We’ll dig into the practical steps these agencies took, what actually moved the needle, and the measurable results they achieved from boosting retention to driving revenue.
We’ll cover:
The top three pain points slowing down personal lines teams — manual renewal and requoting overload, reactive workflows, and declining retention — and the proven ways agencies are solving them
Real stories from agencies that have transformed their renewal workflow and the results they saw
Practical tips from our Customer Success Managers who have seen these transformations firsthand
Speakers
Andrew helps agencies use renewal automation to reclaim capacity and build more efficient, consistent workflows. He focuses on turning operational improvements into long-term growth opportunities.
Sarah works with enterprise brokerages at Quandri to scale renewal operations and maintain service quality in high-volume environments. She brings a strategic perspective on how large teams use automation to stay resilient through growth and change.
Jonathan partners with agencies on the front lines of personal lines renewals, helping them reduce manual work and manage increasing volume. He brings a practical, day-to-day view of the pain points teams face and what’s actually helping them move forward.
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Quandri's Renewal Intelligence Platform
Quandri transforms the policy renewal and requoting process for personal lines insurance brokerages by automating time-consuming and repetitive tasks, identifying actionable policy insights and enabling insurance companies to achieve profitability and scale.
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Our experts will respond to inquiries within
one business day.
