Quandri

Turn every broker into a high-performerBuild a more efficient, profitable, and scalable brokerage — without adding headcount. No new hires. No burnout. Just smarter, faster renewals.Book a DemoTrusted by brokerages across CanadaRead Case studyRead Case StudyWatch WebinarRead Case StudyWatch WebinarRead Case StudyWatch WebinarRead Case StudyWatch WebinarRead Case StudyWatch WebinarQuandri automates manual work and gives brokers instant insights, so every client gets the advice they deserve.Your brokers are drowning in renewals, and retention is at risk.Your team is stretched too thin to deliver the proactive service clients expect.Unlock revenue across your book of businessQuandri is purpose-built to streamline the entire personal lines renewal process, helping brokerages reduce manual work and scale profitably without adding headcount.Intelligent policy analysisPolicy checks are complete before your team grabs their first coffee – surfacing key insights, including coverage changes and gaps.Learn MoreAutomatic requotesAt-risk policies are automatically requoted for your team, saving them time, clicks and clients.Learn MoreAI-generated client emailsGet in touch before clients have a chance to shop around with AI-generated, personalized, and informative renewal emails.Learn MoreAutomation driving tangible business results12+Hours saved per Account Manager per week1.5%+Increase in retention80%Reduction in renewal workAUTOMATE REPETITIVE WORK“Quandri saves our team significant time and frees them to focus on building stronger client relationships that drive loyalty and retention.”– Andrew Thompson, CEO, Gibson AgencyBrokers don’t need to spend their time on data entry and manual policy reviews.Automate policy checks, requoting, and client communication so your team can focus on high-value advisory work rather than administrative tasks.What takes over an hour per policy now can take just minutes.INCREASE RETENTION“By having proactive and personalized conversations I can safely say that now I’m not losing any policies”– Miguel Reynaga, Account Manager, KJ&AMost brokerages only reach 20-30% of renewing clients proactively. The rest get generic outreach or none at all, leaving the door open for competitors to win them over.Deliver timely, personalized communication to every client that reinforces your value at the right moment and strengthens loyalty.DO MORE WITH LESS“We have to get to 100% touch on personal lines renewals and Quandri is going to allow us to do that”– James Chapman, COO, Ausband Chapman InsuranceWhat if your team could process 10 renewals in the time it takes them to do 1 today?
Intelligent automation enables brokerages to serve more clients without adding staff or burning out their team.Expand your book while maintaining service quality and profitability with your current team.Real results from real brokeragesHow Vienneau reimagined renewals: 85% ROI and 6,000 hours savedRead StoryHow McFarlan Rowlands redployed 5.5 FTEs for higher-value workRead StoryHow AI automation reduced pre-call prep time by 75% for Harvard Western’s advisorsRead StorySave time, boost retention,
and scale smarterNo new hires. No burnout. Just smarter, faster renewals.Book a DemoFrequently asked questions What parts of the renewal process does Quandri automate? Quandri automates the most time-consuming parts of renewals: policy analysis, requoting, and writing detailed renewal emails. Quandri reviews policy data to surface key insights, such as coverage gaps, automatically requotes high-risk policies and finalizes the most competitive options within the carrier portal, and generates personalized renewal emails tailored to each client's coverage. Your team has the manual work done for them, so they can focus on advising clients. How does Quandri help agencies increase retention? Quandri helps agencies deliver proactive, personalized service to every client at renewal time, not just the biggest accounts. By automating policy reviews and client outreach, your team can touch all renewing clients with timely communication that reinforces your value and prevents them from shopping around. Proactive service drives loyalty, and Quandri makes it scalable. Can the demo be customized to meet my agency's specific needs? You bet it can! We kick off every demo call with a quick discovery to learn more about your current workflow pain points — this helps us tailor the demo to focus on capabilities that deliver the best value and fastest results. What does the demo include? We'll start by understanding your current workflows and pain points so we can show you exactly how Quandri fits into your operations. Then, we'll walk you through our Renewal Intelligence Platform and explain how it automates policy analysis, requoting, and client communication, saving your team time and boosting retention. You'll get a hands-on look at the platform in action and see exactly how Quandri can help optimize your renewal process to drive productivity and revenue. The demo typically lasts 45 minutes, and we'll make sure all your questions are answered before we wrap up. "Quandri didn’t just save us time, it gave us room to grow."Shawn KellyHead of OperationsBOOK A DEMOGet startedwith QuandriOur experts will respond to inquiries withinone business day. --- DRIVE OUTCOMESRenewal Intelligence that ‍powers growthScale your brokerage with automated, consistent policy reviews that put your team and clients first.Increase retention Keep more clients year after year by protecting them from surprises at renewal, strengthening trust, and elevating the client experience.Save timeFree up staff to focus on building client relationships and high-impact work instead of manual policy reviews. Be consistent Take human error and agent experience out of the equation by standardizing how and when every policy is reviewed, every time.Elevate client experienceWith automatically surfaced insights and policy prioritization, brokers have more time to deliver proactive, personal client service.“We’ve officially redeployed five of the six individuals from the renewal review team. This has expanded our support to brokers, allowing them to shift their focus towards providing a proactive client experience rather than focusing on administrative work.”Rachel SpeijerOperations Manager of Personal Lines“Now, thanks to Renewal Reviews, we can focus our efforts on the renewals that need attention, freeing up time for our brokers to focus on new business generation, something that was impossible in the past.” Tamara DotoliDirector of Training & Development"We've noticed a positive shift in our workplace atmosphere—without the stress of a heavy workload, our team is better equipped to concentrate on sales and servicing. The additional time we save will be used to onboard more clients and grow our business.”Beth WiebeDirector of OperationsREAL ROIBrokerage results that speak for themselves+1%Increase in retention5X Increase in client outreach+29,000Hours saved annuallyGO BEYONDSmarter renewals start with Renewal Intelligence Quandri puts the insights your team needs right at their fingertips. Instantly surface key details, such as missing coverages and discounts, automate routine renewal reviews, and uncover new ways to serve clients and grow your agency.Automate renewal reviewsAutomatically compare last term’s policy to this term and save your brokers hours on tedious reviews.Advise clients with ease See important policy details directly inside your BMS or use Quandri to quickly search policy details so your team can quickly advise clients.Spot revenue opportunities, every timeHighlight coverage gaps and identify upsell and cross-sell opportunities for every renewing policy.Focus outreach where it countsKnow exactly where to act and let the follow-up steps take care of themselves, ensuring your brokers stay proactive, responsive, and on top of every renewal.INSTANT VISIBILITY Actionable renewal insights all in one placeSee a full renewal summary right inside your BMS. Quandri automatically flags the most important details on every policy, so your team never misses what matters:• Major changes year-over-year• Upsell and cross-sell opportunities• Missing coverages• Insufficient limits and deductibles• Structural updates• Discounts• New or open claims• Account-level auditsFINE-TUNE your workflowSet your own  rules and standards  for your renewal reviewsEasily configure how renewal reviews run and what they report on. Pick the attributes that matter most to your brokerage, set up additional activity triggers, and automate next steps in real time — all in just a few clicks.Book a demoCustomer StorYHow Vienneau reimagined renewals: 85% ROI and 6,000 hours saved16,000+renewals analyzed per month6,000Hours saved per year85.3%ROI since partnering with QuandriHow Vienneau reimagined renewals: 85% ROI and 6,000 hours savedRead StoryFrequently asked questions What is AI-powered renewal review for insurance agencies? AI-powered policy checking means your agency can review every personal lines policy, every time — without extra manual work. Quandri's platform connects to your BMS and automatically checks policies for coverage gaps, missing discounts, premium changes, and key renewal opportunities. The results show up directly in your AMS, so your team can act on the most important changes right away. It's a smarter way to manage renewals and protect clients, using AI for insurance agencies to save time and reduce errors. How does Quandri automate policy renewal reviews in a BMS? Quandri automates policy renewal reviews by integrating directly with your BMS. Our Renewal Intelligence Platform reviews policy data, flags significant changes, and identifies missing coverages. This means your team spends less time on manual reviews and more time focusing on client relationships and growth. How accurate are Quandri's automated renewal reviews for personal lines insurance? Quandri's automated renewal reviews leverage AI for insurance agencies to deliver a high level of accuracy by analyzing dozens of data points on every personal lines insurance policy. Continuous improvement and real-world data ensure the platform consistently meets agency standards and reduces human error. How does Quandri reduce E&O exposure for insurance agencies? By automating the policy checking process, Quandri helps agencies avoid missed coverages and human errors that can lead to E&O exposure. Our insurance automation tools flag potential risks and ensure every renewal is reviewed with a consistent and thorough process, improving compliance and client protection. What data does Quandri analyze when checking insurance policies for renewal? Quandri analyzes all critical policy information, including premium changes, carrier details, coverage limits, endorsements, claims history, missing contact info. This deep policy data review helps identify gaps and revenue opportunities for insurance agencies during every renewal review. How does Quandri's AI solutions for insurance operations identify upsell and cross-sell opportunities? Quandri's AI solutions for insurance operations scan every policy for coverage gaps or unmet needs, then flag these as upsell or cross-sell opportunities. Brokers receive clear recommendations on which clients might benefit from additional coverages, helping drive new revenue and boost retention. ADD-ON AUTOMATIONSEnable automation bots in other areas of your brokerageThe 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.EDOC EXECUTIVEAutomated 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.Learn MoreBOOK A DEMOGet startedwith QuandriOur experts will respond to inquiries withinone business day. --- GAIN A COMPETITIVE ADVANTAGEProactively anticipate the needs of your clientsIt’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 trustMake it easy for brokers to present multiple alternative coverage options at renewal. Clients don’t need to shop around when your team does it for them. Save timeManual requoting can take over 30 minutes per policy. Quandri enables your brokers to automatically view quotes from various markets on every identified policy.Drive growthIncrease your visibility into coverage gaps so your team can upsell and cross-sell more effectively. Help clients find the right coverage, even if they didn’t know it was missing.Be proactiveEnsure your brokers are always prepared with real-time quotes and tailored advice for every client. So you’re not just keeping up with the market, you’re leading it."Quandri didn’t just save us time, it gave us room to grow."Shawn KellyHead of Operations"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 HeppnerChief 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 BarrettDirector of Underwriting & Quality AssuranceACCESS KEY MARKET INSIGHTSProvide a standout client experience    Policy Requoting puts the latest market options and insights right at your brokers’ fingertips. So when renewal comes around, your team is ready to have real conversations, show competitive choices, and help clients feel informed every step of the way. It’s a better experience for your clients and a smarter, more proactive approach for your brokerage.Automate quote comparisonsAutomatically requote renewing policies across your markets to ensure you provide your clients with the best available price and coverage each year.Identify competitive marketsMake sure your brokers are ready to discuss coverage options with their clients at any time. Policy Requoting augments your existing workflows by generating and displaying competitive quotes directly within your BMS.Uphold a minimum coverage standardAdd 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.IMPROVE OPERATIONAL EFFICIENCIESWork smarter with  AI-powered Requoting75%Manual work reduction10+Minutes saved per requote15%Increase in policies requotedOPTIMIZE RENEWALS Workflows that give your team time back Your brokers spend less time on manual tasks and more time on what matters — serving clients and growing your business. With Quandri, policy requoting is handled behind the scenes, so there’s no more chasing rates or double data entry. The result? Faster renewals, fewer headaches, and a better client experience at every step.Customer StorYHow Blue Ridge Risk Partners increased retention by 1.5% with proactive renewals21%Reduction in cancellations1.5%Increase in retention94%Time savings on requotingBlue Ridge Risk Partners increases retention by 1.5%Read storyFrequently asked questions How does Quandri's automated requoting save time for insurance agencies? Manual requoting is slow and repetitive. Quandri's AI instantly pulls data, initiates carrier quotes, and brings results into one place — so agents spend less time re-entering data and more time advising clients. What are the benefits of automating policy requoting with Quandri? Automating requotes means you never miss out on better coverage or pricing for your clients. Agencies increase retention, demonstrate value with proactive options, and reduce errors from manual data entry. Plus, requoting at scale boosts operational efficiency and overall client satisfaction. Does Quandri requote package policies? Yes, Quandri automatically requotes both lines of business — whether packaged or not — even if they renew at different times or are with different carriers. This helps capture multi-policy discounts and better pricing opportunities. What triggers an automated requote in Quandri? Triggers can be set by your agency, such as premium increases over a certain threshold. When triggered, Quandri automatically initiates the requote and notifies agents so they can review options and reach out to clients without delay. Can Quandri's Requoting handle multiple carriers and complex personal lines policies? Yes! Quandri supports quoting from all available carriers set up in your BMS and handles a variety of policy types. BOOK A DEMOGet startedwith QuandriOur experts will respond to inquiries withinone business day. --- AUTOMATED RENEWAL COMMUNICATIONSProactive, personalized outreach made easySend personalized renewal emails to your clients at scale. Quandri automatically generates policy-specific emails to keep your book informed, and help agents build stronger relationships — all while saving your team hours each week.Deliver clear communicationSend timely, policy-specific updates that keep clients informed and confident. Make every message relevant and easy to understand.Boost retentionDon’t wait for clients to shop around. Instead, deliver proactive and informative outreach that reinforces the value of their coverage and your service.Save timeWriting a single renewal email can take up to 20 minutes. Free your brokers from repetitive, time-consuming emails with instant, client-centric communications.Grow revenueStronger retention means a healthier book of business. Consistent, intentional outreach secures renewals, earns loyalty, and drives steady growth.No items found."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 HeppnerChief 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 BarrettDirector of Underwriting & Quality Assurance“We’ve officially redeployed five of the six individuals from the renewal review team. This has expanded our support to brokers, allowing them to shift their focus towards providing a proactive client experience rather than focusing on administrative work.”Rachel SpeijerOperations Manager of Personal Lines“Now, thanks to Renewal Reviews, we can focus our efforts on the renewals that need attention, freeing up time for our brokers to focus on new business generation, something that was impossible in the past.” Tamara DotoliDirector of Training & Development"We've noticed a positive shift in our workplace atmosphere—without the stress of a heavy workload, our team is better equipped to concentrate on sales and servicing. The additional time we save will be used to onboard more clients and grow our business.”Beth WiebeDirector of OperationsHOW IT WORKSEffortless, tailored renewal emailsPolicy-specific emails are automatically drafted for each client's renewal, providing valuable and personalized recommendations.  Agents can review and approve each message in seconds, saving hours on manual work while delivering the timely, proactive service your clients deserve.Personalized outreach emails include: Coverage change summariesExplain what changed on the policy and why it matters.Premium explanationsOffer details on why premiums changed. Action recommendationsSuggest next steps for the policyholder based on review findings.DELIVER VALUE TO CLIENTsShow your clients they matterReach out with personalized emails that speak to each client’s unique needs. Connect harnesses the power of AI and renewal insights to generate personalized, relevant emails — so every customer feels seen, valued, and cared for.Scalable, personalized communicationDeliver insightful, policy-specific emails to every client, at scale. Quandri automatically logs every message in your BMS, so you stay organized and compliant. Automatically prioritized outreachFocus your team’s efforts where they’ll have the most impact. AI-powered prioritization means you always reach out to the right clients at the right time, whether it’s based on premium increases, renewal dates, or CSR assignments.Simplified workflow View each client’s key policy details, and personalized emails all on one screen. No more switching between systems.Book a demoBoost retention with AI-powered outreachOur team will be in touch with you within one business day. Annual Personal Lines Gross Written Premiums*$1M to $4.9M$5M to $9.9M$10M to $24.9M$25M to $49.9M$50M to $99.9M$100M - $499.9M$500M +Which BMS or AMS do you use?*ActurisAMS360EpiceVoEZ-LynxHawkSoftNowCertsPower BrokerQQ CatalystSagittaSigXPTAMTBWOtherCountry*CanadaUnited Statesutm_campaignutm_contentutm_mediumutm_sourceutm_termI agree to receive communications from Quandri. Quandri uses the information you provide to us to contact you about our relevant content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy.* BOOK A DEMOGet startedwith QuandriOur experts will respond to inquiries withinone business day. utm_campaignutm_contentutm_mediumutm_sourceutm_termBy submitting your email, you opt in to receive Quandri communications. You can opt out at any time. Frequently asked questions What is Quandri's Connect capability, and what does it do? Connect is an AI-powered client communication tool that helps insurance brokerages automate personalized renewal emails at scale. By analyzing policy data, Connect crafts tailored, value-focused emails that save your agents hours of manual work and help boost client retention and loyalty. How does Connect save time for insurance agents? Connect automatically generates professional, policy-specific emails in seconds, using insights pulled directly from your Applied Epic. Agents can spend less time drafting emails and more time advising clients. On average, Connect can save up to 20 minutes per renewal email. How does Connect help improve client retention? By delivering timely, proactive, and informative communications, Connect has helped brokerages improve retention rates by 1.3% and helps reinforce the value to clients before renewal. This builds trust, reduces the risk of clients shopping around, and drives higher client retention rates. What systems does Connect integrate with? Quandri Connect integrates seamlessly with your BMS, ensuring all client emails and renewal insights are attached directly to client records. This enables consistent tracking and easy access to communication history for every policyholder. How does Connect ensure personalized and relevant communication? Connect's AI analyzes each policy's details, premium changes, coverage updates, and more to craft customized messages for every client. How secure is client data with Connect? Quandri uses robust security protocols to protect all client data processed within the platform. Emails are sent from your brokerage's domain and all communications are automatically stored for compliance and audit purposes. Can emails be customized for our brokerage's branding? Yes. Connect supports customizable emails according to your brand preferences, including signatures, tone, brokerage standards, and opening statements, allowing your team to maintain a strong, consistent brand identity in every communication. Manage Cookies When you visit web sites, they may store or retrieve data in your web browser. This storage is often necessary for basic functionality of the web site or the storage may be used for the purposes of marketing, analytics, and personalization of the web site such as storing your preferences. Powered by Privado Save By clicking on "Accept", you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. Cookie Settings Deny All Accept All