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Quandri

(4.3)

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Paid Plan - Custom

Platform:

Web

Best for:

Intelligence for Insurance Brokerages

Free Trial:

Not Available

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AIChief Verdict
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AIChief Rating

(4.3)

Visit Quandri

Drawing from AIChief’s extensive research, we conclude that the Quandri platform automates the entire process of insurance renewal. The platform can improve efficiency, minimize errors, and boost retention to help various individuals in several aspects. Quandri primarily focuses on innovation, automation, and efficiency to help insurance brokerages scale their operations while providing a seamless and more personalized client experience. It directly works with broker management systems and uses AI-powered analysis to identify overage gaps and missing discounts. However, Quandri doesn’t mention its pricing plans on its website, but you can contact them by email or book a Demo to discuss additional information.

Features

(4.3)

Accessibility

(4.3)

Compatibility

(4.2)

User Friendliness

(4.3)

Updated October 14, 2025

Quandri is an AI-powered platform that helps insurance brokerages automate their renewal processes to improve efficiency and enhance client retention. The tool eliminates repetitive tasks and allows brokers to focus on providing better service and increasing sales. 

Quandri's Renewal Intelligence Platform uses AI agents to extract and analyze renewal data to help brokers identify cross-sell and upsell opportunities while reducing errors. It integrates with broker management systems like Applied Epic and offers real-time visibility into renewal status and performance metrics. 

Its AI-powered features, including OCR data extraction and intelligent policy segmentation, ensure brokers receive actionable insights based on their needs.

Quandri Review Summary
Performance Score
A
Interface
Superior
AI Technology
Natural Language Processing, Machine Learning
Purpose of Tool
Automates insurance renewal processes using AI to help brokerages improve efficiency, minimize errors, and boost retention.
Compatibility
Web-Based Applications
Pricing
Paid

Who is best for using Quandri?

  • Insurance Brokerages: Manage personal line renewals and automate repetitive tasks.
  • Brokerage Teams: Quandri seamlessly integrates with this broker management system.
  • Firms Seeking Higher Client Retention: The tool helps brokers engage clients with timely renewal reviews and cross-sell opportunities.
  • Data-Driven Decision Makers: It Provides actionable insights from carrier declaration pages and CSIO data to optimize policy recommendations.
Quandri Key Features
AI-Powered Renewal Reviews
Policy Requoting Automation
OCR Data Extraction & Processing
Intelligent Policy Segmentation
Cross-Sell & Upsell Identification
Real-Time Renewal Status Tracking
Applied Epic Integration
Automated eDoc Management
AI-Driven Error & Omission Reduction

Is Quandri Free?

As of now, there is no information regarding pricing plans on its website. However, if you want to engage with this tool, you can contact them by email to discuss further information.�

Quandri Pros and Cons

Pros
The tool automates repetitive renewal tasks.
It ensures that clients receive customized coverage recommendations.
Provides brokers with actionable insights from carrier declaration pages.
Quandri works directly within broker management systems.
Cons
It takes time to set up renewal parameters and automation workflows.
The tool doesn�t display the pricing plans on its website.

FAQs

Does Quandri integrate with Applied Epic?

Yes, Quandri seamlessly integrates with Applied Epic for direct data processing and workflow automation.

How does Quandri reduce manual workload?

Its AI agents extract, analyze, and process renewal data, cutting review time by up to 80%.

Can brokers customize renewal settings?

Yes, they can adjust renewal parameters, coverage limits, and discount applications as needed.

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