How Quandri Helps Independent Agents/Brokers: Quandri transforms the policy renewal process for personal lines insurance agencies 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 to accomplish manual, repetitive tasks within your Applied Epic AMS, enabling your human agents to focus their efforts on more valuable work, such as calling clients and selling additional policies.

AI Capabilities: Quandri’s AI agents retrieve carrier declaration pages and IVANS data directly from your AMS. This retrieved data is then extracted via OCR and evaluate it for over 5,000 unique codes, policy type, form type, state, and carrier. Actions are then triggered for the AI agents to perform and easy-to-read insights are presented for your agents directly within the Applied Epic AMS based on personalized configuration for each agency.

Integrations: Applied Epic

Partnerships: IIAT, Applied Epic Solutions

Certifications/Awards: Top Startup Canada 2024