Boost client retention with
AI-powered outreach

Keep your clients informed and cared for at renewal, without adding to your team’s workload. Quandri helps deliver the level of service that drives retention and strengthens client loyalty, automatically.

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AUTOMATED RENEWAL COMMUNICATIONS

Proactive, personalized outreach made easy

Send personalized renewal emails to your clients at scale. Quandri automatically generates policy-specific emails to keep your book informed, and help agents build stronger relationships — all while saving your team hours each week.

Deliver clear communication

Send timely, policy-specific updates that keep clients informed and confident. Make every message relevant and easy to understand.

Boost 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. Free your agents from repetitive, time-consuming emails with instant, client-centric communications.

Grow revenue

Stronger retention means a healthier book of business. Consistent, intentional outreach secures renewals, earns loyalty, and drives steady growth.

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"Brokers now have key information in front of them prior to making (or receiving) a client phone call. Having the ability to proactively review policy data ahead of client conversations is huge; the time our brokers save, is time that can be given to your clients, which turns into retention, which turns into referral."

Dwight Heppner

Chief Technology Officer

"The Quandri team is professional and attentive to our needs. From the very beginning, they listened to our concerns and walked us through each step of the implementation process. Quandri is more than just a service provider – they’re a partner committed to our success”

Darlene Barrett

Director of Underwriting & Quality Assurance

HOW IT WORKS

Effortless, tailored renewal emails

Policy-specific emails are automatically drafted for each client's renewal, providing valuable and personalized recommendations. Agents can review and approve each message in seconds, saving hours on manual work while delivering the timely, proactive service your clients deserve.

Personalized outreach emails include: 
Coverage change summaries Explain what changed on the policy and why it matters.
Premium explanations Offer details on why premiums changed. 
Action recommendationsSuggest next steps for the policyholder based on review findings.

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DELIVER VALUE TO CLIENTs

Show your clients they matter

Reach out with personalized emails that speak to each client’s unique needs. Quandri harnesses the power of AI and renewal insights to generate personalized, relevant emails — so every customer feels seen, valued, and cared for.

Scalable, personalized communication

Deliver insightful, policy-specific emails to every client, at scale. Quandri automatically logs every message in your AMS, so you stay organized and compliant.

Automatically prioritized outreach

Focus your team’s efforts where they’ll have the most impact. AI-powered prioritization means you always reach out to the right clients at the right time, whether it’s based on premium increases, renewal dates, or CSR assignments.

Simplified workflow

View each client’s key policy details, and personalized emails all on one screen. No more switching between systems.

"Our clients will receive renewal communications that are not only timely but also deeply personal and relevant to their needs."

Jessica Yelland

Director, Business Systems & Privacy

GET A DEMO

Personalized renewal emails at scale

Experience how easy it is to deliver context-rich client communications at renewal. Give your team the tools to deliver exceptional client service, boost retention, build stronger relationships, and save hours every week.

Frequently asked questions