Carriers are investing in direct distribution, the talent pool is shrinking, and clients expect faster, more personalized service than most teams have the capacity to deliver. The agencies built on manual, people-dependent operations weren't designed for this level of pressure.
The ones pulling ahead have fundamentally changed how their teams work. FirstChoice partnered with Quandri as a Platinum Strategic Partner to make sure its members can do the same.
Heath Shearon
Vice President of Strategic Partnerships
Most agencies only touch 20 to 30% of renewing clients proactively. Quandri enables your team to contact everyone with a personal touchpoint at renewal.
Repetitive renewal work runs in the background overnight. Account managers get time back to focus on the clients and conversations that require real judgment.
Every renewal is a contact moment with an upsell or cross-sell opportunity. Reaching the full book means your team can take advantage of them every time.
Every policy is automatically reviewed upon renewal to analyze what changed, what's missing, and who’s at risk.
When a policy hits a premium threshold, Quandri runs a requote and provides a clear side-by-side comparison of the most competitive options.
Quandri drafts policy-specific emails with coverage overviews, recommendations, and quote results, so every client gets a personal touchpoint before renewal.
Miguel Reynaga
Personal Lines Account Manager
James D. Chapman
COO
Tia Viglianco
Chief Innovation Officer
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