QUANDRI VS. VIRTUAL ASSISTANTS

Stop managing, start automating with Renewal Intelligence

Virtual assistants can handle simple, repetitive tasks, but they still depend on human oversight. Quandri doesn’t just help with the work, it does the work.

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QUANDRI COMPARISON

Streamline operations without adding headcount

Quandri automates complex renewal workflows, surfaces hidden risks and coverage gaps, and pinpoints new opportunities so your personal lines brokers become trusted advisors, not just task managers.

Outsourcing
Quandri logo
Time savings

Time zone gaps limit real-time collaboration, leading to longer turnaround

Automated reviews result in to faster client outreach

Cost savings

Increased cost savings compared to in-house staff, but significantly more expensive than AI

Direct cost savings through time saved and FTE repurposing

Revenue growth

Upsell and cross-sell opportunities are often missed

Proactively identifies and flags new revenue opportunities

Enhanced client experience

Generic, templated communications

Automatically generated personalized insight-driven emails

Data hosting

Data is exported and processed internationally, with some carriers concerned about offshore data handling

All data is stored and processed in North America

Scalability

Requires more staff or vendorsas you grow

Scales without adding headcount

Client retention

Inconsistent service weakens loyalty

Timely, proactive communication buildstrust and loyalty

Agent satisfaction

Can sometimes push work back onto agents,contributing to burnout

Agents feel supported with AI handling tedious tasks they don’t have time for

Feature
Time savings
Outsourcing
Time zone gaps limit real-time collaboration, leading to longer turnaround
Automated reviews leading to fasterclient outreach
Feature
Cost savings
Outsourcing
Time zone gaps limit real-time collaboIncreased cost savings compared to in-house staff, but significantly more expensive than AIration, leading to longer turnaround
Direct cost savings through time saved and FTE repurposing
Feature
Revenue growth
Outsourcing
Upsell and cross-sell opportunities are often missed
Proactively identifies and flags new revenue opportunities
Feature
Enhanced client experience
Outsourcing
Generic, templated communications
Automatically generated personalized insight-driven emails
Feature
Data hosting
Outsourcing
Data is exported and processed internationally, with some carriers concerned about offshore data handling
All data is stored and processed in North America
Feature
Scalability
Outsourcing
Requires more staff or vendorsas you grow
Scales without adding headcount
Feature
Client retention
Outsourcing
Inconsistent service weakens loyalty
Timely, proactive communication builds trust and loyalty
Feature
Agent satisfaction
Outsourcing
Can sometimes push work back onto agents, contributing to burnout
Agents feel supported with AI handling tedious tasks they don’t have time for
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CUSTOMER REFERENCE

Quandri empowers your personal lines team

True client relationships aren’t built on busywork. While virtual assistants keep up with tasks, Quandri helps your team deliver tailored coverage that grows with every client’s needs, strengthening trust and loyalty along the way.

“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

"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

"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

DISCOVER QUANDRI

Reimagine your end-to-end renewal workflow

Why settle for doing things the old way? Quandri transforms personal lines renewals by streamlining processes, boosting agent efficiency, uncovering hidden revenue opportunities, and improving client loyalty.

Renewal Reviews

Skip the manual review. Quandri automates policy checking and identifies upsell and cross-sell opportunities.

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Requoting

Easily identify the best renewal options for every client — built right into your workflow.

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Connect

Trust Quandri’s AI to draft context-rich, personalized client communications at scale.

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GET STARTED

Trust AI to optimize your renewal workflows

VAs follow instructions. Quandri solves problems. See the platform in action.

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