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The Complete
Policy Checking Checklist

Get smart about your renewal process

Utilize this invaluable resource as your go-to guide for streamlining and enhancing your renewal review process for auto and property. Benefits of using this checklist at your brokerage include:

Reduce E&O risks
Ensure consistency across branches and team members
Check for missing discounts and coverages
Streamline the training process
about the speaker
Jamieson Fregeau

Jamieson co-founded Quandri, with his brother Jackson, to revolutionize operational efficiency in the insurance industry. Their goal is to free insurance professionals from repetitive tasks through intelligent automation and empower them by unlocking important data.  

Jamieson Fregeau
Quandri Co-Founder

Jamieson co-founded Quandri, with his brother Jackson, to revolutionize operational efficiency in the insurance industry. Their goal is to free insurance professionals from repetitive tasks through intelligent automation and empower them by unlocking important data.  

Get proactive about your renewal process

"We have seen a positive impact on our retention rates, even during the hard market. Quandri 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 Policy Checking tool has saved me so much time. Instead of spending 10 minutes logging into the carrier portal, I now get the information I need instantly. It also enables me to be more proactive with clients, prioritizing those with upsell or cross-sell opportunities.”

Miguel Reynaga

Personal Lines Account Manager

About Quandri

Scale and optimize your personal lines renewal process with Quandri


Quandri transforms the policy renewal process for personal lines insurance brokerages by automating time-consuming and repetitive tasks, identifying actionable policy insights and enabling insurance companies to achieve profitability and scale.

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