Boost client retention with AI-powered outreach
Connect relies on our renewal intelligence to surface policy insights and generate tailored renewal emails, helping brokerages proactively drive more value across their entire book of business.
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Personalize renewal outreach and strengthen retention rates
Clients deserve to be informed about policy changes. Connect helps brokerages provide more value to more clients during renewal conversations and strengthen retention rates, ensuring all clients receive the best advice about their policy.

Communicate consistently
Keep your clients informed with timely and policy-specific emails and ensure a seamless experience by delivering the right information, to the right client, and at the right time.

Increase retention
Don’t wait for clients to shop around. Instead, deliver proactive and informative outreach that reinforces the value of their coverage and your service.

Save time
Writing a single renewal email can take up to 20 minutes. Connect crafts professional, client-centric communications instantly so brokers can focus on advising clients, not drafting emails.

Boost revenue
Seeing an ROI from your clients takes a long time. Retaining them is business critical. Secure renewals and earn loyalty with intentional and automated outreach.
Deliver context-rich client outreach that is personal
Quandri’s Connect capability harnesses the power of AI and renewal intelligence to write personalized emails based on each individual's policy – ensuring each customer feels like a VIP.
Intentionally scale personalized communication
Provide insightful emails to clients about their coverage. Every email sent is automatically attached to your Epic AMS instance, helping you remain compliant.
Optimize and prioritize your outreach
Focus on communicating with the right clients at the right time with AI-powered prioritization based on premium increases, renewal dates, or CSR assignments.
See everything you need in one place
View each client’s key policy details, alternative quotes and tailored emails all on one screen and stop switching between tabs.
"Our clients will receive renewal communications that are not only timely but also deeply personal and relevant to their needs."
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Jessica Yelland
Director, Business Systems & Privacy

Effortlessly deliver tailored renewal emails
Quandri automatically processes renewals, extracts key insights, and uses AI to transform the data into clear, personalized, and informative emails. This enables your brokers to proactively reach out to clients across your book of business, helping them make informed decisions about their policy renewals. capability and transforms it into digestible communications that educate and inform clients about their renewal. This means your agents can proactively contact clients about a renewal before they start calling you.

Personalize renewal emails at scale with Connect
Quandri’s Connect capability allows you to enhance and scale your personalized renewal outreach, ensuring brokers maximize their value, drive retention and develop long-lasting relationships with clients.