RENEWAL INTELLIGENCE

Renewals just got smarter

Automate repetitive tasks, increase agent productivity, drive higher retention rates, and unlock insights from your personal lines renewal policy data with Quandri.

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WHY QUANDRI?

Insurance agencies are ready for innovation

Running a profitable personal lines book of business is harder than ever. Market conditions, increased costs, talent shortages and staffing constraints are just a few of the issues preventing insurance agencies from maintaining profit margins, scaling operations and providing an exceptional experience for clients.

Quandri is reinventing the policy renewal process using AI-driven intelligence to automate repetitive tasks and provide agencies with data-driven renewal insights.  

KEY CAPABILITY

Elevate your client experience with Policy Checking  

Don't let repetitive tasks and manual work take the human touch out of your client review experience. Quandri's Policy Checking capability empowers your agents to have the right conversations with the right clients at the right time in the review cycle.

Retain more clients

Quandri-enabled agencies have increased client retention rates by over 1%.

Eliminate repetitive work

Complete in-depth annual reviews 80% faster by automating manual, repetitive review tasks with Quandri's AI-enabled bots.

Sell more policies

Quandri identifies cross-sell and upsell opportunities, including monoline accounts, so that all clients meet your minimum standard.

Minimize errors and omissions

Quandri's AI agents reduce accuracy errors throughout the review process and mitigate potential E&O risks by flagging coverage gaps and missing discounts.

Testimonials

From our customers

Some of North America's top agencies trust Quandri

"By being proactive and having personalized conversations, I can safely say that now I’m not losing any policies."

Miguel Reynaga

Personal Lines Account Manager

“Our agents sometimes spend up to an hour manually requoting each renewal — clicking through over 15 screens just to get started. With Quandri, they now receive competitive quotes upon renewal. This has saved our team significant time and freed them to focus on building stronger client relationships that drive loyalty and retention.”

Andrew Thompson

Chief Executive Officer

Quandri helps us catch up, so our team can focus on being educators and professionals.

Tia Viglianco

Chief Innovation Officer

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

Shawn Kelly

Head of Operations

THE POWER OF A PLATFORM

Scale and optimize your agency operations with Quandri's Renewal Intelligence Platform

Quandri’s proven renewal technology is designed to help insurance agencies seamlessly and cost-efficiently scale operations so as to improve their overall profitability.

Real-time control

Set-up and reconfigure renewal parameters to meet the changing needs of your agency. From coverages and limits, to which discounts you want applied, you are fully in control of how your renewal analysis happens.

Increased visibility

Stop micromanaging staff with constant status requests. Quandri provides visibility into the processing of your renewals, including the policy checking rate, any exceptions and the estimated time and money Quandri has helped you to save.

Unlock data and insights

Quandri collects and analyzes policy data, underwriting information, discounts and open activities from Applied Epic and IVANS in order to provide agencies with accurate and timely insights.

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OUR TECHNOLOGY

Enable renewal intelligence at your agency

Quandri synthesizes three layers of analysis on data drawn from Applied Epic to increase your agents' productivity by intelligently segmenting their policies and providing them with timely and actionable insights.

AI Agents

AI agents retrieve data directly from your agency management system.

Intelligence

This retrieved data is then extracted via OCR and algorithmically classified into carrier and region specific coverage and underwriting data by Quandri's Intelligence Engine.

Preferences

Actions are then triggered for the AI agents to perform and easy-to-read insights are presented for your brokers directly within the Applied Epic AMS based on personalized configuration for each agency.

Quandri Renewal Intelligence Platform Technology
Quandri Renewal Intelligence Platform AI Agents
Quandri's Intelligence Engine for Insurance agencies
Quandri Renewal Intelligence Platform Configurations
Customer StorY

Blue Ridge Risk Partners increases retention by 1.5%

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%
Customer StorY

How Mackay Insurance cut renewal review time from five weeks to one day

200

Hours repurposed per month

35X

Faster client renewal process

67%

Brokerage overhead cost reduction

How Mackay Insurance cut renewal review time from five weeks to one day
Customer StorY

How McFarlan Rowlands utilized Quandri to automate repetitive renewal tasks

350%

Return from investment in Quandri

18,000+

Policy reviews processed by Quandri in 6 months

5.5

Full-time positions redeployed to drive more value

How McFarlan Rowlands utilized Quandri to automate repetitive renewal tasks