Retain clients with automated policy requoting
Ensure your clients the best coverage at the right price. Quandri’s Policy Requoting capability automatically sources multiple, competitive quotes during the renewal process so your brokers don’t have to.
Proactively anticipate the needs of your clients
It’s no secret that clients like to shop around and compare insurance coverage. Turn this potential cancellation scenario into an opportunity to better service your clients using Quandri’s proactive Policy Requoting capability.
Increase client trust
Help your clients evaluate their options; Quandri provides brokers with multiple alternative coverage options at the time of renewal, so there's no need for them to go outside your brokerage for help.
Save time
Manual requoting can take over 30 minutes per policy. Quandri’s Policy Requoting capability enables your brokers to automatically view quotes from various markets on every identified policy.
Drive growth
Help clients find coverages they might otherwise have overlooked. Proactive requoting increases your brokers’ visibility into new products and solutions for upsell and cross-sell.
Get proactive
Get ahead of the market; be prepared for inbound client calls. Quandri's Policy Requoting capability ensures your brokers are prepared to provide clients with personalized and knowledgeable service.
Provide your clients with the best experience possible
Quandri’s Policy Requoting capability provides your brokers with the technology they need to retain clients in a competitive market, and - more importantly - ensure the insured has a positive and informative experience.
Automate quote comparisons
Automatically requote your renewing policies across your markets, to ensure you provide your clients with the best price and coverage available each year.
Identify competitive markets
Make sure your brokers are ready to discuss coverage options with their clients at any time. Quandri’s Policy Requoting capability augments your existing workflows by generating and displaying competitive quotes directly within Applied Epic.
Uphold a minimum coverage standard
Add key coverages such as overland water, service line, GRC and single limit to every quote to ensure you maintain your brokerage’s minimum coverage standard on every policy.
Improve your brokers' preparedness
Policy Requoting works hand-in-hand with our Renewal Reviews capability to automatically generated multiple quotes whenever a policy surpasses a predefined premium threshold.
- Extracts key underwriting information from your Applied Epic BMS and Applied Rating Services
- Generates multiple new quotes with the most up-to-date underwriting information, adding key coverages to ensure every new quote meets your brokerage's minimum coverage standard
- Displays the quote in Applied Epic and attaches the quote sheet to the renewal activity
- Reassigns the requoted renewal activity to the correct broker so that they can leverage the information to help advise the client
"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
Chief Operations Officer
Be one of the first to experience
fully automated requoting
Learn how Quandri’s Policy Requoting capability can help you gain a competitive advantage in an increasingly competitive market. Contact our team today to see our automated requoting in action.