Automate requoting to retain more clients

Give every client confidence at renewal by ensuring they always have the right coverage at the best price.
Quandri automatically sources competitive quotes behind the scenes, so your team can focus on building trust and strengthening relationships. 

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GAIN A COMPETITIVE ADVANTAGE

Proactively anticipate the needs of your clients

It’s no secret that clients like to shop around and compare insurance coverage. Turn this potential cancellation scenario into an opportunity to better service your clients using Quandri’s proactive Policy Requoting capability.

Increase client trust

Make it easy for brokers to present multiple alternative coverage options at renewal. Clients don’t need to shop around when your team does it for them.

Save time

Manual requoting can take over 30 minutes per policy. Quandri enables your brokers to automatically view quotes from various markets on every identified policy.

Drive growth

Increase your visibility into coverage gaps so your team can upsell and cross-sell more effectively. Help clients find the right coverage, even if they didn’t know it was missing.

Be proactive

Ensure your brokers are always prepared with real-time quotes and tailored advice for every client. So you’re not just keeping up with the market, you’re leading it.

Quandri didn’t just save us time, it gave us room to grow.

Shawn Kelly

Head of Operations

"Brokers now have key information in front of them prior to making (or receiving) a client phone call. Having the ability to proactively review policy data ahead of client conversations is huge; the time our brokers save, is time that can be given to your clients, which turns into retention, which turns into referral."

Dwight Heppner

Chief Technology Officer

"The Quandri team is professional and attentive to our needs. From the very beginning, they listened to our concerns and walked us through each step of the implementation process. Quandri is more than just a service provider –they’re a partner committed to our success”

Darlene Barrett

Director of Underwriting & Quality Assurance

ACCESS KEY MARKET INSIGHTS

Provide a standout client experience   

Policy Requoting puts the latest market options and insights right at your brokers’ fingertips. So when renewal comes around, your team is ready to have real conversations, show competitive choices, and help clients feel informed every step of the way. It’s a better experience for your clients and a smarter, more proactive approach for your brokerage.

Automate quote comparisons

Automatically requote renewing policies across your markets to ensure you provide your clients with the best available price and coverage each year.

Identify competitive markets

Make sure your brokers are ready to discuss coverage options with their clients at any time. Policy Requoting augments your existing workflows by generating and displaying competitive quotes directly within your BMS.

Uphold a minimum coverage standard

Add key coverages such as overland water, service line, GRC and single limit to every quote to ensure you maintain your brokerage’s minimum coverage standard on every policy.

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IMPROVE OPERATIONAL EFFICIENCIES

Work smarter with  AI-powered Requoting

75%

Manual work reduction

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10+

Minutes saved per requote

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15%

Increase in policies requoted

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OPTIMIZE RENEWALS

Workflows that give your team time back

Your brokers spend less time on manual tasks and more time on what matters — serving clients and growing your business. With Quandri, policy requoting is handled behind the scenes, so there’s no more chasing rates or double data entry. The result? Faster renewals, fewer headaches, and a better client experience at every step.

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Customer StorY

How Blue Ridge Risk Partners increased retention by 1.5% with proactive renewals

21%

Reduction in cancellations

1.5%

Increase in retention

94%

Time savings on requoting

Blue Ridge Risk Partners team
Blue Ridge Risk Partners increases retention by 1.5%
LEARN MORE

Automate requotes and spend more time advising clients, instantly

Eliminate the manual effort from renewals by automatically generating new quotes. Agents can quickly present clients with the best coverage options, focus on building stronger relationships, and boost retention.

Frequently asked questions