QUANDRI VS. POLICY COMPARISON TOOLS

Quandri goes beyond comparisons

Most policy comparison tools only provide basic year-over-year comparisons. Quandri delivers deeper, customizable renewal analysis that automates the entire workflow — from activity assignment to AI-generated, personalized communications.

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HOW QUANDRI MEASURES UP

Unlock deep,
‍customizable renewal analysis

True policy analysis goes deeper than a basic comparison; it uncovers risks and gaps in coverage, and identifies opportunities to round out personal lines policies. Quandri does all of this, plus it helps reinforce brokerage standards — positioning your team as proactive advisors, not just policy processors.

Policy comparison
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Why it matters
Insights saved to Epic
Reduces time spent looking for information.
Compares current and previous term
Saves time and reduces human error by eliminating the need for manual policy review and analysis.
Identifies gaps in coverages
Increase revenue by identifying opportunities to round-out the policy or offer additional protection.
Embedded carrier underwriting logic
Nuanced analysis across carriers, policy types, regions, discounts and coverages enhances client advice.
Set brokerage-specific standards
Tailor reviews and activity assignments to meet your minimum standards and drive more revenue.
Automatic activity creation for high-priority policies
Improve efficiency and enable agents to strategically focus on high-priority policies.
Compares against similar policies
See market benchmarks for similar policies.
Personalized client communications
Ensures timely, context-rich communication of policy insights, improving the client experience.
Feature
Insights saved to Epic
Basic policy comparison tools
Why it Matters
Reduces time spent looking for information.
Feature
Compares current and previous term
Basic policy comparison tools
Why it Matters
Saves time and reduces human error by eliminating the need for manual policy review and analysis.
Feature
Identifies gaps in coverages
Basic policy comparison tools
Why it Matters
Increase revenue by identifying opportunities to round-out the policy or offer additional protection.
Feature
Embedded carrier underwriting logic
Basic policy comparison tools
Why it Matters
Nuanced analysis across carriers, policytypes, regions, discounts and coverages enhances client advice.
Feature
Set agency specific standards
Basic policy comparison tools
Why it Matters
Tailor reviews and activity assignments to meet your minimum standards and drive more revenue.
Feature
Automatic activity creation for high-priority policies
Basic policy comparison tools
Why it Matters
Improve efficiency and enable agents tostrategically focus on high-priority policies.
Feature
Compares against similar policies
Basic policy comparison tools
Why it Matters
See market benchmarks for similar policies.
Feature
Personalized client communications
Basic policy comparison tools
Why it Matters
Ensures timely, context-rich communication of policy insights, improving the client experience.
CUSTOMER REFERENCE

Empower your brokers with key insights

True policy analysis strengthens client relationships by ensuring coverage adapts to their changing needs.

"Quandri has transformed our document renaming and organizing process. Tasks that took two people most of the day now take just minutes. The cost savings are undeniable, with each document costing about 33 cents to rename and organize."

Shelley Vermeersch

Director of Business Operations

"We've noticed a positive shift in our workplace atmosphere—without the stress of a heavy workload, our team is better equipped to concentrate on sales and servicing. The additional time we save will be used to onboard more clients and grow our business.”

Beth Wiebe

Director of Operations

“We’ve officially redeployed five of the six individuals from the renewal review team. This has expanded our support to brokers, allowing them to shift their focus towards providing a proactive client experience rather than focusing on administrative work.”

Rachel Speijer

Operations Manager of Personal Lines

EXPLORE OUR PLATFORM

Transform your entire renewal workflow with Quandri

Why settle for basic comparisons? Let Quandri optimize your personal lines renewal workflow to improve productivity, identify revenue opportunities, and increase client retention rates.

Renewal Reviews

Eliminate manual review work while automatically surfacing cross-sell and upsell opportunities.

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Requoting

Automatically identify the best renewal options for clients as part of your workflow.

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Connect

Create and send personalized renewal emails to every client using the power of AI.

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LEARN MORE

Let Quandri do the work

Not all policy analysis tools are created equally. See why Quandri wins every time.

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with Quandri

Our experts will respond to inquiries within
one business day.

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