Unlock data and
empower your agents
Free your staff from repetitive, manual work and enable data-driven decision making with Quandri’s Policy Checking capability.
Policy checks that
increase your profitability
Our Policy Checking capability helps drive a number of positive business outcomes for your agency.
Increased retention rates
Agencies that trust Quandri’s Policy Checking capability have seen client retention rates increase by over 1%.
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Reduced overhead costs
Quandri’s Policy Checking automation frees up staff to focus on client-facing and value-driving work.
Reduced errors and omissions
Prevent avoidable human errors by having Quandri’s Renewal Intelligence Platform tackle tiresome policy review tasks.
Positive staff and client experience
Reducing repetitive tasks keeps staff engaged. Access to timely policy renewal data enables positive, proactive client calls.
Rachel Speijer
Operations Manager of Personal Lines
Tamara Dotoli
Director of Training & Development
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Beth Wiebe
Director of Operations
Renewal intelligence
at your fingertips
If your agency is still relying on people-powered policy checks, you're missing a golden opportunity to increase efficiencies and improve your business’ profitability. Go beyond a basic check with Quandri’s AI-powered Policy Checking capability to:
Automate policy checks
Automate the comparison of last term’s policy to this term, saving your agents from the monotony of manual reviews.
Identify talking points
Extract and display important policy data directly in your Applied Epic AMS, providing your agents with targeted talking points.
Spot upsell and cross-sell opportunties
Highlight missing coverages and identify upsell and cross-sell opportunities on every renewing policy.
Prioritize proactive outreach
Prioritize policies based on missing coverages and a configurable set of attributes, ensuring your agents' outreach efforts are proactive.
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Quandri’s Policy Checking has you covered
Carrier integrations
Hab and auto attributes
Renewal insight categories
Renewal summary displayed in your AMS
Quandri flags and displays the following insights in your Applied Epic AMS:
- Major changes year-over-year
- Upsell and cross-sell opportunities
- Gaps in coverage and E&O risks
- Insufficient limits and deductibles
- Structural updates
- Missing coverages and discounts
- New or open claims
- Account level audits (missing contact information, monoline, open activities, etc.)
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Take control of your policy checking process
Control how Quandri's Policy Checking capability is configured directly within Quandri’s Renewal Intelligence Platform (no assistance required). You can also use additional activity triggers in real-time to create and assign activities on select attributes.
Streamlining for Success: McFarlan Rowlands Automated Repetitive Tasks
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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 within
one business day.
