AI-powered policy checking for personal lines
About 90% of a book goes untouched for agencies that lack automated policy checking and renewal outreach. Quandri instantly surfaces critical policy insights at renewal and triggers next steps so you can proactively serve every client.
Renewal Intelligence that
powers growth
Scale your agency with automated, consistent policy reviews that put your team and clients first.
Increase retention
Keep more clients year after year by protecting them from surprises at renewal, strengthening trust, and elevating the client experience.
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Save time
Quandri keeps your team focused on client relationships and agency growth. Policy reviews and outreach happen automatically, delivering efficiency without piling on extra work.
Be consistent
Take human error and agent experience out of the equation by standardizing how and when every policy is reviewed, every time.
Elevate client experience
With automatically surfaced insights and policy prioritization, agents have more time to deliver proactive, personal client service.
Miguel Reynaga
Personal Lines Account Manager
Rachel Speijer
Operations Manager of Personal Lines
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Beth Wiebe
Director of Operations
Agency results that speak for themselves
Increase in retention
Increase in client outreach
Hours saved annually
Smarter renewals start with Renewal Intelligence
Quandri puts the insights your team needs right at their fingertips. Instantly surface key details, such as missing coverages, automate routine policy checks, and uncover new ways to serve clients and grow your agency.
Let the next steps take care of themselves
Know exactly where to act and let the follow-up steps take care of themselves, ensuring your agents stay proactive, responsive, and on top of every renewal.
Spot revenue opportunities, every time
Highlight coverage gaps and identify upsell and cross-sell opportunities for every renewing policy.
Give agents the right talking points, at their fingertips
See important policy details directly inside your AMS or use Quandri to quickly search policy details so your team can quickly advise clients.
Unlock the value of proactive policy reviews
Automated policy checks surface coverage gaps, rate changes, and savings opportunities in seconds, so your team can focus on advising clients.
Policy Checking, on your terms
Easily configure how policy checks run and what they report on. Pick the attributes that matter most to your agency, set up additional activity triggers, and automate next steps in real time — all in just a few clicks.
How KJ&A turned client losses Into loyalty with AI-powered renewal intelligence
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Deliver proactive service that drives retention
Quandri makes it easy to review policies and uncover critical insights at scale. With automated checks and instant visibility into coverage gaps, your team can start delivering more value and building client trust — without adding more busywork.
Enable automation bots in other areas of your brokerage
The renewal review process isn’t the only area of your insurance business that could be streamlined by automation. Unlock even more operational efficiencies with Quandri’s eDoc Executive.
Automated renaming and
eDocs management
Avoid mistakes and reduce the time your staff spends on document management by automating naming conventions across all of your policy eDocs.
Get started
with Quandri
Our experts will respond to inquiries withinone business day.
