Quandri’s Renewal Intelligence Platform automates manual, repetitive tasks within your Epic AMS, 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 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 brokerages across North America:
Renewal Reviews
Quandri’s renewal review capabilities help drive a number of positive business outcomes for your brokerages, such as:
- Increased retention rates
- Reduced overhead costs
- Reduced errors and omissions
- Positive staff and client experience
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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.)
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?
Quandri’s eDoc Management tool does the following actions each and every day, freeing up your staff to work on more renewal-related tasks:
- Logs into your Applied Epic BMS and works on assigned actitivies
- 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
- Renames documents with the extracted data, according to your unique requirements, and organizes the documents into specified folders
- Automates any final required actions, such as re-assigning the activity to a staff member, or closing it
Daily Download
Quandri automates the EDI process for brokerages, saving valuable time and eliminating mistakes while matching items in suspense.
The Daily Download tool helps our customers' by:
- Saving time and money: Most brokerages have between 1-5 people dedicated to completing the download every day. Assigning items in suspense is manually intensive, time consuming and an often expensive task that is rule based and involves little human know how. The humans completing the download can be repurposed to higher value work in other areas of the brokerage that require human touch.
- Delivering a more accurate experience: Manually assigning items in suspense is a task that is often prone to error, particularly due to its repetitive nature. An incorrectly assigned policy can cause major issues for a brokerage. The Daily Download errs on the side of caution, and there are rules in place to ensure it is always selecting the correct policy or account to assign to.
How does Quandri automate EDI?
Quandri's EDI tool performs the following action every day to clear your suspense queue.
- Logs in to the BMS system
- Matches policies that cannot be automatically matched to an account within the BMS
- Matches eDocs that cannot be automatically matched to an account within the BMS
- Match invoices and bills that cannot be automatically matched to an account within the BMS.
Can’t resolve your issues via our Knowledge Hub? Email us at support@quandri.io with your query.