CONNECT

Boost client retention with AI-powered outreach

Connect relies on our renewal intelligence to surface policy insights and generate tailored renewal emails, helping brokerages proactively drive more value across their entire book of business.

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Deepen client trust

Personalize renewal outreach and strengthen retention rates

Clients deserve to be informed about policy changes. Connect helps brokerages provide more value to more clients during renewal conversations and strengthen retention rates, ensuring all clients receive the best advice about their policy.

Communicate consistently

Keep your clients informed with timely and policy-specific emails and ensure a seamless experience by delivering the right information, to the right client, and at the right time.

Increase retention

Don’t wait for clients to shop around. Instead, deliver proactive and informative outreach that reinforces the value of their coverage and your service.

Save time

Writing a single renewal email can take up to 20 minutes. Connect crafts professional, client-centric communications instantly so brokers can focus on advising clients, not drafting emails.

Boost revenue

Seeing an ROI from your clients takes a long time. Retaining them is business critical. Secure renewals and earn loyalty with intentional and automated outreach. 

“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

DELIVER VALUE TO YOUR CLIENT

Deliver context-rich client outreach that is personal

Quandri’s Connect capability harnesses the power of AI and renewal intelligence to write personalized emails based on each individual's policy – ensuring each customer feels like a VIP.

Intentionally scale personalized communication

Provide insightful emails to clients about their coverage. Every email sent is automatically attached to your Epic AMS instance, helping you remain compliant.

Optimize and prioritize your outreach

Focus on communicating with the right clients at the right time with AI-powered prioritization based on premium increases, renewal dates, or CSR assignments.

See everything you need in one place

View each client’s key policy details, alternative quotes and tailored emails all on one screen and stop switching between tabs.

Elderly couple receiving an email about their insurance renewal
AI-powered personal lines insurance email
Personal lines insurance policy prioritization dashboard
Renewal intelligence platform for personal lines insurance agencies
How Quandri's Connect capability drafts policy-specific insurance emails
HOW IT WORKS

Effortlessly deliver tailored renewal emails

Connect takes the data generated from our Policy Checking capability and transforms it into digestible communications that educate and inform clients about their renewal. This means your agents can proactively contact clients about a renewal before they start calling you.

  • Analyze policy insights
  • AI-generated client email personalized based on key policy information
  • Brokers edit and review each email prior to finalizing and sending to a client
  • Clients receive a detailed email from their agent, helping them to make an informed decision about their policy renewal

"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

Personalize renewal emails at scale with Connect

Quandri’s Connect capability allows you to enhance and scale your personalized renewal outreach, ensuring brokers maximize their value, drive retention and develop long-lasting relationships with clients. 

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