Automate requoting to retain more clients

Give every client confidence at renewal by ensuring they always have the right coverage at the best price. Quandri automatically sources competitive quotes behind the scenes, so your team can focus on building trust and strengthening relationships.  

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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.

Prevent cancellations

Make it easy for agents to present competitive options at renewal. Clients don’t need to shop around when your team does it for them.

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

Quandri helps us catch up, so our team can focus on being educators and professionals.

Tia Viglianco

Chief Innovation Officer

TAKE BACK YOUR TIME

Give agents the capacity to focus on clients   

Quandri brings the most competitive quotes and key policy details together in one place. Your team can make faster, more informed decisions and deliver the personalized service that keeps clients coming back.

Uphold a minimum coverage standard

Automatically requote renewing policies across your markets to ensure you provide your clients with the best available price and coverage each year.

Prioritize at-risk policies

Policies are automatically requoted when your agency rules are triggered — such as a premium increase above a certain threshold or for a specified carrier. This lets agents know which policies they should consider remarketing.

Requote results delivered directly to your AMS

Quandri automatically generates activity notes 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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OPTIMIZE RENEWALS

Workflows that give your team time back  

Your agents spend less time on manual tasks and more time on what matters — serving clients and growing your business. With Quandri, policy requoting is handled behind the scenes, so there’s no more chasing rates or double data entry. The result? Faster renewals, fewer headaches, and a better client experience at every step.

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Customer StorY

How Blue Ridge Risk Partners increased retention by 1.5% with proactive requoting

21%

Reduction in cancellations

1.5%

Increase in retention

94%

Time savings on requoting

Blue Ridge Risk Partners team
Blue Ridge Risk Partners increases retention by 1.5%
LEARN MORE

Automate requotes and spend more time advising clients

Eliminate the manual effort from renewals by automatically generating new quotes. Agents can quickly present clients with the best coverage options, focus on building stronger relationships, and boost retention.

Frequently asked questions