About Quandri
Quandri is an AI-powered renewal intelligence platform designed specifically for insurance brokerages managing personal lines policies.
Quandri is an AI-powered renewal intelligence platform designed specifically for insurance brokerages managing personal lines policies. Developed by Quandri Technologies, the software focuses on automating the traditionally manual and time-consuming renewal review process. By leveraging artificial intelligence, optical character recognition (OCR), and automated agents, Quandri extracts policy information from carrier declaration pages and CSIO data to provide actionable renewal insights directly within broker workflows. One of the platform’s strongest capabilities is its Renewal Reviews functionality. It enables brokers to quickly identify coverage gaps, missed discounts, and upsell or cross-sell opportunities while significantly reducing the time spent reviewing policies. According to the company, the platform can automate repetitive review tasks and reduce processing time by up to 80%, allowing brokers to focus more on client relationships and strategic advisory roles. Quandri also offers dashboards and analytics that provide visibility into renewal processing progress, cost savings, and operational performance. These insights help brokerage leadership optimize operations, improve client retention, and scale their businesses more efficiently.
Pros & Cons
- Seamless integration with broker management systems improves workflow efficiency.
- Dashboard visibility improves operational transparency and renewal workflow tracking.
- Helps identify cross-sell opportunities that increase brokerage revenue potential.
- AI insights help brokers identify coverage gaps and improve client retention outcomes.
- Automates complex renewal reviews and reduces manual processing time for brokers.
- Implementation may require workflow changes for brokers used to manual reviews.
- Limited direct communication tools such as client messaging within the platform.
- AI-driven automation may require configuration adjustments for unique brokerage workflows.
- Dependence on carrier document formats may impact automation accuracy occasionally.
- Focused mainly on personal lines insurance which limits broader insurance use cases.
Features
Key features
Displays renewal progress, processing metrics, and time saved.
Flags missing coverage or overlooked discounts in policies.
Identifies additional coverage options for existing clients.
Automatically prioritizes clients for broker outreach and renewal review.
Classifies policy data by carrier, coverage, and underwriting rules.
Automated agents retrieve policy documents and renewal data from broker systems.
Extracts structured insurance data from carrier declaration documents.
AI-driven review process that analyzes renewal policies quickly and accurately.
Additional features
Brokerages can set custom rules for renewal analysis.
Works within broker management systems like Applied Epic.
Pulls structured insurance data from CSIO formatted documents.
Highlights opportunities to sell additional insurance policies.
Dashboards show processing status, efficiency metrics, and savings.
Detects missing discounts and coverage gaps across policies.
Automates repetitive policy review tasks for faster processing.
Generates insights to support renewal decision making and prioritization.
Converts carrier declaration pages into structured insurance data.
Bots automatically collect and process policy renewal data from broker systems.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About Quandri
Quandri is an AI-powered renewal intelligence platform designed specifically for insurance brokerages managing personal lines policies.
Quandri Details
Quandri's In-App Market Place
Does Quandri have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
CAD($), USD($)
Pros & Cons
- Seamless integration with broker management systems improves workflow efficiency.
- Dashboard visibility improves operational transparency and renewal workflow tracking.
- Helps identify cross-sell opportunities that increase brokerage revenue potential.
- AI insights help brokers identify coverage gaps and improve client retention outcomes.
- Automates complex renewal reviews and reduces manual processing time for brokers.
- Implementation may require workflow changes for brokers used to manual reviews.
- Limited direct communication tools such as client messaging within the platform.
- AI-driven automation may require configuration adjustments for unique brokerage workflows.
- Dependence on carrier document formats may impact automation accuracy occasionally.
- Focused mainly on personal lines insurance which limits broader insurance use cases.
Quandri's Support Options
Email Address
operations@quandri.io.Documentation
https://knowledge.quandri.io/Quandri's Alternatives
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