RENEWAL INTELLIGENCE

Renewals just got smarter

Automate repetitive tasks, increase broker productivity, drive higher retention rates, and unlock insights from your personal lines renewal policy data with Quandri.

WHY QUANDRI?

Insurance brokerages are ready for innovation

Running a profitable personal lines book of business is harder than ever. Market conditions, increased costs, talent shortages and staffing constraints are just a few of the issues preventing insurance brokerages from maintaining profit margins, scaling operations and providing an exceptional experience for clients.

Trusted by 5 out of 10 of Canada’s largest brokerages, Quandri is reinventing the renewal process using AI-driven intelligence to automate repetitive tasks and provide brokerages with data-driven renewal insights.  

KEY CAPABILITY

Elevate your client experience with Renewal Reviews

Don't let repetitive tasks and manual work take the human touch out of your client review experience. Quandri's Renewal Reviews capability empowers your brokers to have the right conversations with the right clients at the right time in the review cycle.

Retain more clients

Quandri-enabled brokerages have increased client retention rates by over 1%.

Eliminate repetitive work

Complete in-depth annual reviews 80% faster by automating manual, repetitive review tasks with Quandri's AI-enabled bots.

Sell more policies

Quandri identifies cross-sell and upsell opportunities, including monoline accounts, so that all clients meet your minimum standard.

Minimize errors and omissions

Quandri's AI agents reduce accuracy errors throughout the review process and mitigate potential E&O risks by flagging coverage gaps and missing discounts.

Testimonials

From our customers

Some of Canada’s best insurance brokerages trust Quandri

"We have seen a positive impact on our retention rates, even during the hard market, with Quandri's Renewal Intelligence Platform. It has transformed how we manage renewals by allowing us to triage and prioritize them. In addition, it has enabled us to dedicate more time to customer service, as our team is better prepared for client calls with all the necessary information at our fingertips.”

Joël Séguin

Training and Development Manager

"Quandri's platform has significantly improved how our team operates. By automating the repetitive tasks involved in renewal reviews, our staff can now focus on work that requires more thought, leverages their skills, and enhances the overall customer experience”

Yvonne Jones

Director of Personal Lines

“Quandri is one of the best insurance products that I've seen in the last 5 - 10 years.”

Jeff Roy

President & CEO

THE POWER OF A PLATFORM

Scale and optimize your brokerage operations with Quandri's Renewal Intelligence Platform

Quandri’s proven renewal technology is designed to help insurance brokerages seamlessly and cost-efficiently scale operations so as to improve their overall profitability.

Real-time control

Set-up and reconfigure renewal parameters to meet the changing needs of your brokerage. From coverages and limits, to which discounts you want applied, you are fully in control of how your renewal analysis happens.

Increased visibility

Stop micromanaging staff with constant status requests. Quandri provides visibility into the processing of your renewals, including the review rate, any exceptions and the estimated time and money Quandri has helped you to save.

Unlock data and insights

Quandri collects and analyzes renewal data from multiple sources (carrier declaration pages and CSIO) in order to provide brokers with timely insights.

Coming soon: Renewal Policy Data Export.

OUR TECHNOLOGY

Enable renewal intelligence at your brokerage

Quandri synthesizes three layers of analysis on data drawn from carrier declaration pages and CSIO to increase your broker's productivity by intelligently segmenting their policies and providing them with timely and actionable insights.

AI Agents

AI agents retrieve carrier declaration pages and CSIO data directly from your broker management system.

Intelligence

This retrieved data is then extracted via OCR (optical character recognition) and algorithmically classified into carrier and region specific coverage and underwriting data by Quandri's Intelligence Engine.

Preferences

Actions are then triggered for the AI agents to perform and easy-to-read insights are presented for your brokers directly within the Applied Epic BMS based on personalized configuration for each brokerage.

Customer StorY

Streamlining Success: How McFarlan Rowlands Automated Repetitive Tasks

350%

Return from investment in Quandri

18,000+

Renewal reviews processed by Quandri in 6 months

5.5

Full-time positions redeployed to drive more value

How McFarlan Rowlands utilized Quandri to automate repetitive renewal review tasks
Customer StorY

How Harvard Western saw a
250% ROI with Quandri

75%

Reduction in time advisors spend on pre-call preparations

3.5

Full-time positions redeployed to drive more value

250%

Return on investment from Quandri

See How Harvard Western Reduced Renewal Call Prep by 75%
Customer StorY

Cornerstone Insurance Enhances eDoc Management and Enables More Valuable Work

120

Hours of monotonous work saved per month

88%

Faster process completion

1

Full-time position redeployed to drive more value

How Cornerstone Eliminated 180 Hours of Monotonous Work Each Month