Renewal automation
Quandri vs. Fulcrum
Both platforms help insurance agencies get more out of their renewal workflows. The right fit depends on how your book is structured and where your team spends most of their time.
Workflow & features
Compare the platforms
| Feature | Quandri | Fulcrum | |
|---|---|---|---|
| AMS integrations | Details ›Hide ⌄ | ||
| Applied Epic, AMS360, and HawkSoft. | Applied Epic. | ||
| Auto-triggered reviews | Details ›Hide ⌄ | ||
| Renewal reviews happen automatically, no broker action required to start. | A team member must upload the renewal documents to start a review. | ||
| Requoting | Details ›Hide ⌄ | ||
| Generates live alternate quotes against carrier appetite and regional pricing data. | |||
| Personalized client outreach | Details ›Hide ⌄ | ||
| Drafts and sends personalized outreach to every renewing client as part of the workflow. | |||
| Regional carrier intelligence (10,000+ documents) | Details ›Hide ⌄ | ||
| Recommendations draw on 10,000+ carrier documents and regional pricing data, so the comparison reflects what’s actually available in that market. | Comparison is document-to-document against what’s uploaded. | ||
| Non-downloading / specialty carrier support | Details ›Hide ⌄ | ||
| Supports non-downloading and specialty carriers in side-by-side renewal comparison. | Handles non-downloading and specialty carriers via uploaded documents. | ||
| Personal lines coverage | Launched 2026 | Details ›Hide ⌄ | |
| Core product since 2021. | |||
| Commercial lines coverage | Coming 2026 | Details ›Hide ⌄ | |
| Commercial lines renewal automation is coming in 2026. | Loss run analysis, COI generation, gap analysis, proposal building, and email reconciliation included. | ||
| SOC 2 compliant |
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Who wins where
Which platform is right for your agency?
Quandri is the better fit if…
- You want renewals reviewed, requoted, and followed up without manual initiation
- Reaching every renewing client with personalized outreach is a priority
Fulcrum is the better fit if…
- You work with HNW, or specialty carriers and need document flexibility
- Loss run analysis or COI generation are requirements your current workflow depends on
Common questions
Frequently asked questions
How long has Quandri been in production?
Quandri has been automating personal lines renewal workflows for brokerages and agencies across North America for 5+ years.
Does Quandri require brokers to upload documents to start a renewal review?
Every policy gets a renewal review started automatically. No uploads, no manual triggers, no action required from your team.
Does Fulcrum support renewal automation for personal lines?
Fulcrum launched a personal lines product in Q1 2026. Quandri has been running personal lines renewal workflows in production for five or more years, across some of the largest brokerages in North America.
Can Quandri handle non-downloading or specialty carriers?
Yes. Quandri supports non-downloading and specialty carriers, including side-by-side renewal comparison across carrier types.
What does Quandri do that Fulcrum does not?
Quandri automates the full renewal review cycle without agent initiation: triggering reviews automatically, generating live alternate quotes, and sending personalized client outreach. The recommendations are grounded in over 10,000 carrier documents and regional pricing data, not just the documents on file. Your team steps in where judgment is needed.
What does Fulcrum do that Quandri does not?
Fulcrum supports commercial lines policy checking, loss run analysis, and COI generation. While Quandri does not currently support commercial lines renewal automation, this functionality will be released in 2026.
See your renewal workflow inside Quandri
If Quandri sounds like the right fit, we’re happy to show you exactly how it works for a book like yours.