Quandri transforms the policy renewal process for personal lines insurance agencies by analyzing policies for actionable insights and proactively communicating valuable policy information to your clients. 

Quandri’s Renewal Intelligence Platform uses AI-enabled agents to accomplish manual, repetitive tasks within your Epic AMS, 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 agencies across North America:

Policy Checking

Quandri’s Policy Checking capability empowers your agents with intelligent, data-driven insights needed 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 Policy checking?

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.)

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