AI-powered renewal reviews for personal lines
Eliminate the burden of manual renewal reviews with instantly surfaced policy insights at renewal. Automate important next steps from automated requoting to client outreach, and empower your team to focus on serving clients and driving growth.
Renewal Intelligence that
powers growth
Scale your brokerage with automated, consistent policy reviews that put your team and clients first.
Increase retention
Keep more clients year after year by protecting them from surprises at renewal, strengthening trust, and elevating the client experience.
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Save time
Free up staff to focus on building client relationships and high-impact work instead of manual policy reviews.
Be consistent
Take human error and agent experience out of the equation by standardizing how and when every policy is reviewed, every time.
Elevate client experience
With automatically surfaced insights and policy prioritization, brokers have more time to deliver proactive, personal client service.
Rachel Speijer
Operations Manager of Personal Lines
Tamara Dotoli
Director of Training & Development
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Beth Wiebe
Director of Operations
Brokerage results that speak for themselves
Increase in retention
Increase in client outreach
Hours saved annually
Smarter renewals start with Renewal Intelligence
Quandri puts the insights your team needs right at their fingertips. Instantly surface key details, such as missing coverages and discounts, automate routine renewal reviews, and uncover new ways to serve clients and grow your agency.
Automate renewal reviews
Automatically compare last term’s policy to this term and save your brokers hours on tedious reviews.
Advise clients with ease
See important policy details directly inside your BMS or use Quandri to quickly search policy details so your team can quickly advise clients.
Spot revenue opportunities, every time
Highlight coverage gaps and identify upsell and cross-sell opportunities for every renewing policy.
Focus outreach where it counts
Know exactly where to act and let the follow-up steps take care of themselves, ensuring your brokers stay proactive, responsive, and on top of every renewal.
Set your own rules and standards for your renewal reviews
Easily configure how renewal reviews run and what they report on. Pick the attributes that matter most to your brokerage, set up additional activity triggers, and automate next steps in real time — all in just a few clicks.
Automate renewal reviews and surface critical insights at scale
Quandri helps your brokerage eliminate manual reviews, catch coverage gaps, and prioritize what matters most — so your team can deliver more value, improve retention, and grow client trust.
Enable automation bots in other areas of your brokerage
The renewal review process isn’t the only area of your insurance business that could be streamlined by automation. Unlock even more operational efficiencies with Quandri’s eDoc Executive.
Automated renaming and
eDocs management
Avoid mistakes and reduce the time your staff spends on document management by automating naming conventions across all of your policy eDocs.
Get started
with Quandri
Our experts will respond to inquiries withinone business day.
