Quandri’s Renewal Intelligence Platform automates manual, repetitive tasks within your Epic BMS, which in turn enables your human agents to focus their efforts on more valuable work.

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

Quandri’s Renewal Intelligence Platform uses AI-enabled agents (a.k.a. bots) to accomplish manual, repetitive tasks within your Epic BMS, which in turn enables your human agents to focus their efforts on more valuable work, such as calling clients and selling additional policies.

Quandri perform repetitive and monotonous tasks – so you don’t have to.

Quandri currently offers the following capabilities to insurance brokerages across North America:

Renewal Reviews

Quandri’s  Renewal Reviews capability empowers your brokers with intelligent, data-driven insights to deliver proactive, informative and high-value client service.  Quandri helps agencies provide a proactive customer service and increase retention rates.

How does Quandri automate renewal reviews?

Quandri automates the comparison of last term’s policy to this term, saving your brokers from the monotony of manual reviews. Quandri flags and summarizes the following information directly in your Applied Epic BMS:
 

• 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.)

Policy Requoting

Policy Requoting is the next step in the renewal process that Quandri's Renewal Intelligence Platform helps automate. Quandri finds the top three most competitive quotes for your client and displays them in Applied Epic with the following quote sheets directly attached to the activity:

• 1 carrier summary
• 1 underwriting details
• 1 carrier comparison sheet
• 3 carrier details
• 1 ITV/ezITV report (optional)

Quandri then reassigns the requoted renewal activity to the correct broker so that they can leverage the information to help advise the client.

Connect

Connect is an AI-powered client communication tool that automates personalized, timely, and insightful renewal emails, helping agents enhance client relationships and increase retention.

Key benefits include:

✅ AI-Personalized Emails – Generates data-driven, customized messages for each client
✅ Reduces Manual Effort – Saves up to 20 minutes per client email
✅ Proactive Communication – Helps prevent clients from seeking other quotes
✅ Boosts Sales Potential – Identifies upsell/cross-sell opportunities
✅ Seamless Control – Agents can review, edit, and approve emails before sending

EDoc Management

Quandri automates the naming and organizing of eDocs – providing your brokerage with standardized naming conventions and an organized BMS.

Quandri increases the end-to-end efficiency of your document renaming workflows by:

• Referencing and extracting data points from carrier declaration pages and CSIO
• Renaming documents that are attached to an activity in your BMS
• Customizing document names using over 20 variables
• Enabling client accessibility
• Closing and/or reassigning activities to specific users or workgroups
• Creating new activities and organize documents in designated folders or subfolders
  

How does Quandri automate eDoc management?

1. Logs into your Applied Epic BMS and works on assigned actitivies
2. Extracts key policy data, such as the effective date, policy number, document type, and policy type, by referencing both Applied Epic and any relevant downloaded PDF documents
3. Renames documents with the extracted data, according to your unique requirements, and organizes the documents into specified folders
4. Automates any final required actions, such as re-assigning the activity to a staff member, or closing it