A day in the life: With vs. without Quandri

Every agent knows the feeling. The steady stream of renewals never lets up: inboxes fill up, phones keep ringing, and policy documents pile up faster than they can be reviewed. It’s exhausting. And it doesn’t only take a toll on agents; your clients feel it, too.

When agents are buried in repetitive, manual renewals, clients are often left waiting: 

• A renewal email might take weeks to send – or not be sent at all 
• A coverage question might not get the thoughtful answer it deserves. 
• Missing coverages and discounts may go unnoticed by their agent.
• A premium increase might go unexplained unless the client picks up the phone to complain.
• A better policy option may not be explored, resulting in the client shopping around

This isn’t the fault of the agent; it’s the reality of a system designed around manual processing.

But automation changes the story. With AI-powered renewal automation, agents can finally shift their focus away from admin and back to the people who matter most — their clients.

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Without Quandri: A process that fails clients, too

A typical day without automation feels like running on a treadmill that never stops. Agents start their mornings catching up on voicemails, emails, and calendar reminders while the renewal backlog looms and grows in the background. By mid-morning, they’re combing through policy documents line by line, searching for changes, and coverage gaps. Every interruption — from a client’s urgent claim question to a mortgage agent requesting proof of insurance — forces a restart.

Even without interruptions, a single renewal can take up to 1.5 hours from analysis to requote to communicating with the client. 

For clients, this chaotic process translates into real pain points:

• Long waits for answers.
• Rushed or generic renewal emails.
• Missed opportunities to understand their coverage before problems arise.
• Advisors who sound stressed and transactional instead of calm and supportive.

The result is predictable. Clients feel undervalued, start shopping around, and may ultimately leave for a competitor who seems more attentive. What begins as a workflow problem for agents becomes a retention problem for the entire agency.

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With Quandri: More time for clients, more value in every interaction

AI renewal automation flips the script. Instead of being stuck in reaction mode, agents start their day with clarity. Quandri’s Policy Checking capability delivers renewal summaries that flag key renewal information, such as premium changes, coverage gaps, and upsell opportunities directly in the agency management system. No need to dig through endless documents.

Requotes are no longer a time-consuming manual process. With AI-powered Requoting, new market options are generated automatically and finalized within the carrier portal, leaving agents free to focus on the “why” — why one option is better than another, and why a client should consider adjusting coverage.

And when it’s time to reach out, Quandri’s Connect capability provides pre-drafted, personalized renewal emails that include key talking points, quote details, and coverage recommendations. Instead of spending fifteen minutes writing from scratch, agents can review, personalize, and send in seconds.

For clients, this shift is dramatic. They get:

• Timely communication and quicker responses
• Proactive and informative outreach that feels personal, not reactive.
• Clear explanations of coverage options in plain language.
• Advisors who finally have time to listen, recommend, and educate — not just process and react.
• Notified when they have the best coverage or if there’s a better option worth considering

“We’re reaching clients now like we were never able to before.” - Tia Viglianco, Chief Innovation Officer at Blue Ridge Risk Partners 

This is what automated personal-lines renewals should look like: less waiting, more clarity, and a better overall experience for everyone.

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Shifting the relationship: From processed to supported

When agents no longer spend their time retyping data into carrier portals or drafting emails, they regain hours that can be reinvested in relationships. Instead of scrambling, they can call clients with large premium increases to walk them through their options. They can identify upsell or cross-sell opportunities that genuinely fit client needs — like adding umbrella coverage or extended replacement cost for their home. They can even host webinars or Q&A sessions to help clients understand broader coverage trends.

“Quandri helps us catch up, so our team can focus on being educators and professionals.”- Tia Viglianco

The client experience transforms. Instead of feeling like their renewal was “processed,” clients feel informed, supported, and valued. And that difference shows up in the numbers agencies care most about — stronger retention, more referrals, and long-term loyalty.

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The bigger picture: A win-win for agencies and clients

The benefits of AI insurance automation extend beyond a single renewal cycle. For agents, there’s less burnout, more efficiency, and more job satisfaction when they’re able to hand off the busy work. For clients, there’s faster service, more transparent communication, and the reassurance of working with an advisor who has the information, time and bandwidth to focus on their needs.

Agencies win on both sides. They reduce operational risk, increase revenue through better retention and upsell opportunities, and build a reputation for proactive, client-first service.

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AI that puts people first

At its core, Quandri isn’t about replacing the human side of insurance. It’s about making space for it. By clearing away the repetitive tasks that eat up hours, Quandri lets agents spend time where it matters most — with their clients.

Renewals don’t need to be a seemingly endless burden on your brokers. With AI renewal reviews and automation, it can be about growth, relationships, and delivering real value.

Ready to see how Quandri can transform both your agency and your client experience? Book a demo today.