More client touchpoints, less manual work

Quandri automates the most time-consuming parts of insurance agency operations, such as renewal reviews, remarketing, client servicing, and book rolls. Quandri's AI is built on deep insurance intelligence, making it reliable and accurate. Your team reviews the surfaced insights and acts, saving hours of work each day.

Quandri is built to be intuitive, and most account managers pick it up quickly. They start their workday in Quandri, where everything they need to know about each client is already surfaced. No logging into different carrier portals, no digging through the AMS, and no writing emails from scratch. The completed work is already there, with quotes and communications ready to review, and the work that used to take an hour per policy takes minutes.

Yes. Most agencies we work with are earlier in their AI journey when they start. You don't need an internal AI strategy to use Quandri, and you don't need to be technical. Account managers who aren't comfortable with new software pick it up quickly because Quandri is built to be intuitive. The starting point is straightforward: a renewal process that's consuming too much of your team's time. That's the problem Quandri solves, regardless of where you are on your technology journey.

Quandri's AI agents are built on a deep understanding of insurance, trained on over 10,000 carrier documents. That foundation is what makes the output accurate and usable, not just automated.

In practice, that means Quandri reviews each renewing policy, runs requotes across carriers, and drafts personalized renewal communications that reflect the actual details of that client's coverage. Account managers aren't starting from a blank screen or piecing together information from three different portals. The analysis is done, the comparison is ready, and the email is drafted.

For personal lines teams, the result is that every client in the book gets a thorough renewal review, not just the ones an account manager had time to get to that week.

Most agencies only reach 20-30% of renewing clients proactively. The rest get silence, or hear from you for the first time when they call to cancel over a rate increase.

Quandri makes proactive outreach the default across your entire book. Every client gets a personalized touchpoint when it matters most and at-risk policies are automatically remarketed before clients have a reason to shop around. Agencies using Quandri have seen retention increase by +2%.

Start with whether the tool actually understands insurance. A lot of automation tools move data around without knowing what it means. The output looks automated but isn't accurate enough to act on without someone checking it first, which defeats the purpose.

The second thing to look for is whether the tool runs on its own or requires your team to feed it. Some tools need someone to manually upload a PDF or trigger a review. That's still manual work, just a different kind. A well-built renewal automation tool kicks off automatically when a policy comes up for renewal and takes the next appropriate step based on what that specific client's policy actually shows.

The third is whether it covers the full workflow: policy review, requoting, and client outreach. A tool that handles only one part of the process leaves your team doing the rest by hand.

Quandri is built on deep insurance knowledge, trained on over 10,000 carrier documents. That foundation is what makes the reviews, requotes, and client communications accurate enough to trust across your entire book, not just a sample of it.