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.
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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.
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.
From our customers
Some of Canada’s best insurance brokerages trust Quandri
Joël Séguin
Training and Development Manager
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Yvonne Jones
Director of Personal Lines
Jeff Roy
President & CEO
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.
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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.
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.
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Streamlining Success: How McFarlan Rowlands Automated Repetitive Tasks
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Get started
with Quandri
Our experts will respond to inquiries within
one business day.
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