RENEWAL INTELLIGENCE

Renewals just got smarter

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

WHY QUANDRI?

Insurance agencies 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 agencies from maintaining profit margins, scaling operations and providing an exceptional experience for clients.

Quandri is reinventing the policy renewal process using AI-driven intelligence to automate repetitive tasks and provide agencies with data-driven renewal insights.  

KEY CAPABILITY

Elevate your client experience with Policy Checking  

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

Retain more clients

Quandri-enabled agencies 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 agency operations with Quandri's Renewal Intelligence Platform

Quandri’s proven renewal technology is designed to help insurance agencies 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 agency. 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 policy checking rate, any exceptions and the estimated time and money Quandri has helped you to save.

Unlock data and insights

Quandri collects and analyzes policy data, underwriting information, discounts and open activities from Applied Epic and IVANS in order to provide agencies with accurate and timely insights.

OUR TECHNOLOGY

Enable renewal intelligence at your agency

Quandri synthesizes three layers of analysis on data drawn from Applied Epic and IVANS to enable time-saving automations and provide your agents with actionable and timely insights.

AI Agents

AI agents retrieve IVANS data and open Applied Epic activities directly from your agent management system.

Data

This retrieved data is then extracted with OCR, sanitized and algorithmically classified prior to being ingested by Quandri's Intelligence Engine.

Intelligence

Quandri’s Intelligence Engine, analyzes all of the extracted data. Actions are then triggered for the AI agents to perform and easy-to-read insights are generated and presented for your agents directly within the Applied Epic AMS.

Customer StorY

Streamlining Success: How McFarlan Rowlands Automated Repetitive Tasks

350%

Return from investment in Quandri

18,000+

Policy 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 policy checking 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