POLICY Requoting

AI-powered requoting in seconds

Quandri identifies, compares and recommends competitive policy options, reducing agent frustrations and saving your team hours of manual, repetitive work.

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free up agent time

Replace busywork with client advising

Your agents are wasting hours manually requoting thousands of policies every year. Quandri’s Requoting capability does this tedious work for your agents, freeing them to focus on advising clients, building relationships, and discovering revenue opportunities.

Eliminate manual work

Save up to 90 minutes per requote with AI-powered requoting built directly into your renewal workflow. No extra log-ins, no wasted effort – just time back for agents to focus on clients.

Prevent cancellations

Agents automatically receive competitive quotes upon renewal, long before clients can even consider shopping around. This proactive approach builds client trust and improves retention.

Avoid employee burnout

Save employees from requoting policies that aren’t remarketable. Quandri does the repetitive work, recommending the best coverage possible.

Optimize overhead costs

Quandri replaces costly outsourcing solutions and the need for additional hiring with hands-off automation, freeing up budget for more growth and client-facing initiatives.

“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

"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

“To me, Quandri’s Policy Requoting capability is the most modern approach to delivering on the value proposition of a broker. It is efficient, it is enhanced, and ultimately it is what serves the client best.”

Jordan McDonald

COO

TAKE BACK YOUR TIME

Empower your agents to requote more, faster  

Quandri identifies competitive quotes when it matters most, displaying key coverages and context at a glance. The result is faster decisions, more personalized service, and stronger client retention.

Uphold a minimum coverage standard

Every quote automatically includes key coverages, ensuring your agency meets its minimum standards on every policy.

Trigger-based intelligence

Policies are automatically requoted when your agency rules are triggered — like a premium increase or specified carrier. This lets agents know which policies they should consider remarketing.

Requote results delivered directly to Applied Epic

Quandri automatically generates an Epic activity note summarizing the most competitive quotes, enabling agents to quickly show clients the most competitive options.

IMPROVE OPERATIONAL EFFICIENCIES

Work smarter with  AI-powered Requoting

90%

Manual work reduction

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30+

Minutes saved per requote

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15%

Increase in policies requoted

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End-to-end workflow improvements

Reduce data entry and carrier portal logins

Save your agents the time and frustration of logging into carrier portals and manually re-entering policy data. Quandri handles the full quoting process behind the scenes. This means that agents no longer have to chase rates or re-enter policy details, freeing them to focus on clients and revenue opportunities.

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LEARN MORE

Deliver better policy options before clients ask

Discover how Quandri automates requoting, reduces cancellations, and frees your agents to focus on clients.