WHY CHOOSE QUANDRI?

Reinvent your client servicing experience 

Quandri helps your personal lines brokers focus on what matters most: providing a personalized client experience at scale

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WHY AI?

Your clients deserve the best


Insurance is about people, not paperwork. Quandri’s AI helps your brokers do more by completing manual tasks, identifying opportunities to round out the policy, and automatically communicating key renewal information.

Empower your team to focus on servicing clients with instant renewal insights and competitive quotes, delivered right in Epic.

Identify cross-sell and upsell opportunities to reduce E&O risk, and get clients the protection they need.

Boost client loyalty with context-rich AI generated renewal communications that keeps clients informed and engaged.

THE ROI OF AI

Drive measureable impact across your book of business

Quandri’s Renewal Intelligence helps insurance teams deliver value from their personal line workflows, delivering business and client outcomes that matter.

12+

Hours saved per Account Manager per week

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1%+

Increase in retention

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20%

Increase in agent capacity

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TESTIMONIALS

Backed by personal lines leaders

“We’ve officially redeployed five of the six individuals from the renewal review team. This has expanded our support to brokers, allowing them to shift their focus towards providing a proactive client experience rather than focusing on administrative work.”

Rachel Speijer

Operations Manager of Personal Lines

"Quandri has transformed our document renaming and organizing process. Tasks that took two people most of the day now take just minutes. The cost savings are undeniable, with each document costing about 33 cents to rename and organize."

Shelley Vermeersch

Director of Business Operations

"We've noticed a positive shift in our workplace atmosphere—without the stress of a heavy workload, our team is better equipped to concentrate on sales and servicing. The additional time we save will be used to onboard more clients and grow our business.”

Beth Wiebe

Director of Operations

QUANDRI VS. ALTERNATIVE SOLUTIONS

What sets Quandri apart

Not all solutions are built equal. Here’s how Quandri stacks up against common alternatives.

Quandri vs. virtual assistants

Outsourcing repetitive tasks to virtual assistants may save time, but it also creates distance between you and your clients.With Quandri:

  • Your work stays in-house
  • Your data stays secure
  • Your team stays in control
Read more

Quandri vs. policy comparison tools

Most policy comparison tools simply scan documents and highlight changes. Quandri goes further; our intelligence engine:

  • Understands carrier-specific nuances
  • Applies configurable business rules
  • Integrates directly into your Epic AMS
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Quandri vs. in-house AI

Many software providers now offer AI features, designed to serve a broad user base. Quandri complements these tools by providing:

  • Customizable renewal analysis.
  • Detailed workflow optimizations, including activity assignments.
  • Automated, personalized email communications.
Read more

Your client servicing workflow, reimagined

Quandri transforms the personal lines client experience, giving your team more time to advise clients and grow your business.

Explore our platform

AI-driven reviews for at-risk policies

Eliminate the manual work of reviewing personal lines policy renewals.

Explore Renewal Reviews

Automatic requoting for renewals

Get the best renewal options generated directly your workflow, without the busywork.

Explore Requoting

AI-powered, personalized client emails

Generate AI-powered personalized renewal emails using real policy data — so your team can focus on advising, not drafting.

Explore Connect
QUANDRI VS. ALTERNATIVE SOLUTIONS

Solving real problems for real brokerages

What some of the top insurance brokerages have to say

How Schill Insurance achieved scalable, consistent renewal reviews across 10 branches

Read more

Ready to choose Quandri?

Contact our team to explore how Quandri can impact your bottom line.

Book a demo