Agency Intelligence

In this episode of Agency Intelligence podcast, host Jason Cass interviews Dwight Heppner, Manager of Digital Strategy at Guild Insurance Group. Episode Highlights: Dwight discusses his roles as the Manager of Digital Strategy, what Guild Insurance does, and how they utilize robotic processing automation. (5:47) Dwight explains that after doing a thorough cost analysis, they discovered that it takes the brokers 5 minutes to complete the pre-renewal procedure, but the bot they built with Quandri just takes 30 to 40 seconds. (8:03) Dwight explains how they conduct their full cost analysis and identify the process's pain points. (11:39) Dwight explains that their next step is in Epic, which will pull up both policies in electronic data format, and the bot will compare the old and current policies and then bring back that information and put it in an activity for the broker. (14:18) Dwight mentions that his next goal with Quandri is to analyze their whole book of personal lines policies ahead of time. (