AI WORKFLOWS for REVENUE GROWTH

Turn your existing book into more revenue

Growth doesn’t just come from new business. There’s untapped revenue sitting in your book, and Quandri acts on it through AI-run workflows including account rounding and book rolls.

Don’t leave revenue sitting in your book

How many account rounding opportunities are in your book? How many policies have coverage gaps or fall short of your agency's standards?

The answers are already in your AMS. Quandri continuously works your book, identifying opportunities and acting on them before a competitor does.

How Quandri automates revenue growth

Configure workflows around your agency’s standards and revenue goals. AI workflows then run consistently across your book, identifying and acting on revenue opportunities at scale.

Proactive Outreach
Turn book rolls into growth

Whether you're acquiring a book, responding to a carrier exit, or moving to a better-fit carrier, Quandri remarkets each account, so the move doesn’t depend on capacity your team doesn’t have.

Grow more from your existing book

Every account in your book gets reviewed for the lines it's missing, such as a home client with no auto policy. Recommendations are drafted and ready for account managers to send.

Automatic Remarketing
Protect the revenue in your book

You set the standard, and every policy in the book is measured against it. Incomplete or inaccurate work gets caught early, before it turns into a costly claim.

Less clicking, more growing.

Results that speak for themselves

$1M +

Additional revenue

15%

increase in EBITDA

+2.3%

Increase in retention
From leaders using quandri
Shawn Kelly
Head of Operations, Vienneau Insurance

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

Shawn Kelly
Head of Operations, Vienneau Insurance
Morgan Mackenzie
SVP, Enterprise Strategy, Partnerships & Transformation, Western Financial Group

“We've achieved exactly what we wanted with Quandri: delivering a better client experience, driving more revenue, and doing it with less people. This is what AI should deliver.”

Morgan Mackenzie
SVP, Enterprise Strategy, Partnerships & Transformation, Western Financial Group
Amy Hackney
Director of Process Optimization, Inszone Insurance Services

"The biggest benefits for us has been improved efficiency, faster turnaround times, and a more consistent ability to scale operations without needing to add the same level of staffing."

Amy Hackney
Director of Process Optimization, Inszone Insurance Services

Built for agencies at every stage

Small agencies

You don't need a bigger team. You need your current team working at the top of their licence. See how Quandri helps smaller personal lines agencies get more out of every account manager they have.

Mid-sized agencies

You've grown the book. Now the operational model has to keep up. See how mid-market agencies use Quandri to handle more volume without proportional headcount growth.

Enterprise agencies

Consistent service across branches, standardized workflows, and scale that doesn't depend on individual performance. See how enterprise agencies automate their operations with Quandri.

Turn your book into growth.

See how Quandri can drive more revenue from your book, without adding headcount.

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Common questions from independent insurance agencies

What does Quandri actually automate for insurance agencies?

Quandri automates the most time-consuming parts of insurance agency operations, such as renewal reviews, remarketing, client servicing, and book rolls. Quandri's AI is built on deep insurance intelligence, making it reliable and accurate. Your team reviews the surfaced insights and acts, saving hours of work each day.

How do agencies automate insurance operations without disrupting their team?

Quandri is built to be intuitive, and most account managers pick it up quickly. They start their workday in Quandri, where everything they need to know about each client is already surfaced. No logging into different carrier portals, no digging through the AMS, and no writing emails from scratch. The completed work is already there, with quotes and communications ready to review, and the work that used to take an hour per policy takes minutes.

Is Quandri a good fit for P&C insurance agencies that are still figuring out their AI strategy?

Yes. Most agencies we work with are earlier in their AI journey when they start. You don't need an internal AI strategy to use Quandri, and you don't need to be technical. Account managers who aren't comfortable with new software pick it up quickly because Quandri is built to be intuitive. The starting point is straightforward: a renewal process that's consuming too much of your team's time. That's the problem Quandri solves, regardless of where you are on your technology journey.

What do AI agents for insurance agencies actually do in practice?

Quandri's AI agents are built on a deep understanding of insurance, trained on over 10,000 carrier documents. That foundation is what makes the output accurate and usable, not just automated.

In practice, that means Quandri reviews each renewing policy, runs requotes across carriers, and drafts personalized renewal communications that reflect the actual details of that client's coverage. Account managers aren't starting from a blank screen or piecing together information from three different portals. The analysis is done, the comparison is ready, and the email is drafted.

For personal lines teams, the result is that every client in the book gets a thorough renewal review, not just the ones an account manager had time to get to that week.

How do personal lines agencies retain insurance customers at scale?

Most agencies only reach 20-30% of renewing clients proactively. The rest get silence, or hear from you for the first time when they call to cancel over a rate increase.

Quandri makes proactive outreach the default across your entire book. Every client gets a personalized touchpoint when it matters most and at-risk policies are automatically remarketed before clients have a reason to shop around. Agencies using Quandri have seen retention increase by +2%.

What should P&C insurance agencies look for in policy renewal automation tools?

Start with whether the tool actually understands insurance. A lot of automation tools move data around without knowing what it means. The output looks automated but isn't accurate enough to act on without someone checking it first, which defeats the purpose.

The second thing to look for is whether the tool runs on its own or requires your team to feed it. Some tools need someone to manually upload a PDF or trigger a review. That's still manual work, just a different kind. A well-built renewal automation tool kicks off automatically when a policy comes up for renewal and takes the next appropriate step based on what that specific client's policy actually shows.

The third is whether it covers the full workflow: policy review, requoting, and client outreach. A tool that handles only one part of the process leaves your team doing the rest by hand.

Quandri is built on deep insurance knowledge, trained on over 10,000 carrier documents. That foundation is what makes the reviews, requotes, and client communications accurate enough to trust across your entire book, not just a sample of it.