POLICY Requoting

Retain clients with automated policy requoting

Ensure your clients the best coverage at the right price. Quandri’s Policy Requoting capability automatically sources multiple, competitive quotes during the renewal process so your brokers don’t have to.

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GAIN A COMPETITIVE ADVANTAGE

Proactively anticipate the needs of your clients

It’s no secret that clients like to shop around and compare insurance coverage. Turn this potential cancellation scenario into an opportunity to better service your clients using Quandri’s proactive Policy Requoting capability.

Increase client trust

Help your clients evaluate their options; Quandri provides brokers with multiple alternative coverage options at the time of renewal, so there's no need for them to go outside your brokerage for help.

Save time

Manual requoting can take over 30 minutes per policy. Quandri’s Policy Requoting capability enables your brokers to automatically view quotes from various markets on every identified policy.

Drive growth

Help clients find coverages they might otherwise have overlooked. Proactive requoting increases your brokers’ visibility into new products and solutions for upsell and cross-sell.

Get proactive

Get ahead of the market; be prepared for inbound client calls. Quandri's Policy Requoting capability ensures your brokers are prepared to provide clients with personalized and knowledgeable service.

“To me, Quandri’s Policy Requoting capability is the most modern approach to delivering on the value proposition of a broker. It is efficient, it is enhanced, and ultimately it is what serves the client best.”

Jordan McDonald

COO

"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

"The Quandri team is professional and attentive to our needs. From the very beginning, they listened to our concerns and walked us through each step of the implementation process. Quandri is more than just a service provider –they’re a partner committed to our success”

Darlene Barrett

Director of Underwriting & Quality Assurance

ACCESS KEY MARKET INSIGHTS

Provide your clients with the best experience possible

Quandri’s Policy Requoting capability provides your brokers with the technology they need to retain clients in a competitive market, and - more importantly - ensure the insured has a positive and informative experience.

Automate quote comparisons

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

Identify competitive markets

Make sure your brokers are ready to discuss coverage options with their clients at any time. Quandri’s Policy Requoting capability augments your existing workflows by generating and displaying competitive quotes directly within Applied Epic.

Uphold a minimum coverage standard

Add key coverages such as overland water, service line, GRC and single limit to every quote to ensure you maintain your brokerage’s minimum coverage standard on every policy.

HOW IT WORKS

Improve your brokers' preparedness

Policy Requoting works hand-in-hand with our Renewal Reviews capability to automatically generated multiple quotes whenever a policy surpasses a predefined premium threshold.

Extracts key underwriting information from your Applied Epic BMS and Applied Rating Services
Generates multiple new quotes with the most up-to-date underwriting information, adding key coverages to ensure every new quote meets your brokerage's minimum coverage standard
Displays the quote in Applied Epic and attaches the quote sheet to the renewal activity
Reassigns the requoted renewal activity to the correct broker so that they can leverage the information to help advise the client

"To me, Quandri’s Policy Requoting capability is the most modern approach to delivering on the value proposition of a broker. It is efficient, it is enhanced, and ultimately it is what serves the client best."

Jordan McDonald

Chief Operations Officer

LEARN MORE

Be one of the first to experience
fully automated requoting

Learn how Quandri’s Policy Requoting capability can help you gain a competitive advantage in an increasingly competitive market. Contact our team today to see our automated requoting in action.