AI AUTOMATION FOR ENTERPRISE AGENCIES

Every branch. Every client. Same standard.

Give your team the capacity to reach every client, keep the same standard across every branch, and work at the top of their license.

Put your account managers back at the top of their license.

There is always processing work sitting between your team and the clients who need them. Quandri handles the administrative work in the background, empowering your account managers to deliver proactive, standardized service at scale across every branch while driving growth across your book.

What changes when your team runs on Quandri

Drive profitability across your book

Reach the accounts no one has touched, surface the coverage gaps and bundling opportunities sitting in the book, and automatically remarket the policies at risk. Every account touched is one you keep.

Standardized service across every branch

Quandri reaches every account, in every branch, at the same cadence. It adapts to your agency's goals: rounding accounts, remarketing, or rolling a carrier's book.

Automate the manual work

Automate the work that consumes your team’s time, from data entry and document review to remarketing and client outreach. With the admin work handled, your team can get back to servicing clients and growing the book.

Driving revenue through proactive client service

+2.3%

Increase in retention

+15%

EBITDA for personal lines

14

FTEs repurposed from admin work to servicing clients
From leaders using Quandri

"After a merger, our book exploded just as the market got tough. We didn't want to lose the personal, proactive touch that drives retention, but hiring more staff or outsourcing meant higher costs and less control. Quandri changed that."

Amy Boudinot
VP Administation, HomeServices Insurance

“Our team’s adoption of Quandri was faster than any previous tool rollout”

Tia Viglianco
Chief Innovation Officer, Blue Ridge Risk Partners

"The biggest benefits for us has been improved efficiency, faster turnaround times, and a more consistent ability to scale operations without needing to add the same level of staffing."

Amy Hackney
Director of Process Optimization, Inszone Insurance Services

Start with a pilot

Measure the impact of insurance automation across one region, and scale on your terms.

Book a Demo
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Common questions about AI for enterprise insurance agencies

How does Quandri handle multi-branch or multi-region operations?

Quandri runs across all branches, integrates directly with your AMS, and applies consistent renewal workflows regardless of location. Enterprise customers typically roll out by region, using early results to build the business case for broader expansion.

What does implementation actually look like for large agencies?

Most enterprise implementations follow a phased model: pilot in one region or branch, validate results over 10-12 weeks, then expand. You control the pace. Quandri's team manages configuration and provides dedicated support throughout.

How do we demonstrate ROI before committing to a full rollout?

The pilot is designed to produce measurable outcomes: time per policy, renewal touch rate, and retention trends. Those numbers are what your internal stakeholders need. We'll help you build that case before you expand.