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.
