Joined January 2024 | Last Updated November 2024
Automate repetitive tasks, increase agent productivity, drive higher retention rates, and unlock insights from your personal lines renewal policy data with Quandri.
Features & Quick Stats
How Quandri Helps Independent Agents/Brokers: Quandri’s AI-powered solutions automate repetitive tasks that become costly, time-consuming, and burdensome as you scale, including renewal reviews, document naming, and the daily download process. Quandri can help agencies unlock employee potential and channel their expertise and time toward more impactful, valuable, and revenue-generating work. Quandri increases operational efficiency, allowing businesses to scale efficiently and to have their best people focus on where it matters more – with their clients.
Integrations: Applied EPIC (not a technical integration but our robots work within it)
Important Certifications/Awards: IBAO 2022 Innovation of the Year
Key Features:
- Automate policy checks
- Extract & display important policy data for targeted talking points
- Identify upsell and cross-sell opportunities
- Prioritize proactive outreach
Videos:
Website: quandri.io
Contact: [email protected]
Headquarters: Vancouver, BC
Number of Employees: 25
Area of Operations: United States and Canada
Quandri Videos
Let's Talk Outsourcing
Need 1:1 Help?
Our team of industry leaders can help you maximize your existing technology, discover and evaluate potential alternatives, and even assist with implementing new solutions in your agency.
Compare Quandri to other solutions on these Catalyit Guides.
Submit your review | |
