Ditch the email templates with Quandri Connect
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Join us for the exclusive launch of Connect and a live product demo.
Jamieson Fregeau
President and co-founder @ Quandri
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Kyle Marks
Product Manager @ Quandri
Reserve your spot now
Thoughtful, personalized client communications are critical during a renewal. But who’s got time to handcraft context-rich outreach for every client in their book? During this webinar, Quandri’s Product Manager, Kyle Marks, will discuss the difficulties of prioritizing personalized outreach and present an intelligent new solution: Connect.
Connect uses generative AI to automatically analyze client policy data and create tailor-made emails, allowing your brokerage to personalize the client experience at scale to increase retention.
Key learnings:
The shortcomings of traditional marketing automation tools and templates
How streamlining outreach with Connect can save 20+ minutes per email
Why segmentation and prioritization are key components of a client outreach strategy
Speakers
Jamieson co-founded Quandri, with his brother Jackson, to revolutionize operational efficiency in the insurance industry. Their goal is to free insurance professionals from repetitive tasks through intelligent automation and empower them by unlocking important data.
Kyle Marks has a diverse background spanning sales, law, and technology. After gaining experience in the legal industry, he transitioned into legal tech at Athennian, playing a key role in scaling Customer Success, Support, Product, and Design teams. With a passion for building impactful products, Kyle excels at driving innovation and delivering user-centric solutions.
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Quandri's Renewal Intelligence Platform
Quandri transforms the policy renewal, requoting, and communication 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.
