Quandri by Quandri

• Intelligent policy analysis: Policy checks run 24/7 to surface key insights for agents, including coverage changes and gaps.

• Smart policy prioritization: at risk policies are automatically prioritized so agents can focus where it matters most.

• Automatic requotes: At-risk policies are automatically requoted and finalized for your team.

• AI-generated client emails: Context-rich emails are generated to keep clients informed and looked after at renewal — a critical touchpoint.

Quandri plugs directly into the agency management systems brokers already use — AMS360, Epic and Hawksoft — and automates the renewal workflow from end to end. Instead of an agent manually opening each policy, reviewing changes and coverages, logging into carrier portals to remarket, and writing out each client's renewal email, Quandri does all of that automatically.

In practice, this means:

• Agents reclaim hours every day that were previously spent on repetitive, low-judgment tasks like data entry, requoting, and client outreach

• No policy falls through the cracks — every renewal gets intelligently reviewed on time, even during high-volume periods or when staff are short

• Missing coverages and monoline policies get highlighted automatically, so agents can have more meaningful conversations with clients instead of just processing paperwork

• Client communications go out faster, feel more personalized, and provide more value, improving retention without adding to the team's workload

Agencies can handle a significantly larger book of business without adding headcount — and clients get a more proactive experience, which drives loyalty and referrals.

Quandri's AI is purpose-built for the renewal lifecycle of personal lines agencies, trained on the workflows, terminology, carriers, policy types, and decision logic that agencies use every day.

At the core of Quandri is its Renewal Intelligence Engine, which does the repetitive work that an agent does — but across an entire book of business, simultaneously. It analyzes each policy at renewal time, comparing current coverage against carrier rate changes, identifying gaps, flagging risks, and surfacing the accounts that need a human's attention. Rather than treating every renewal the same, it prioritizes intelligently — so agents spend their time where it actually matters.

One of the most visible outputs of Quandri's AI is the renewal communications it generates. These aren't mail-merge templates with a client's name dropped in — they're personalized emails built from the actual data in the client's renewing policies, reflecting each client's specific policy details, coverage gaps, and relevant recommendations.

The result is outreach that feels like it came from an agent who cares about the client, not a mass email blast. That quality of communication — consistent, timely, and relevant — is what drives the retention lift agencies see when they use Quandri.

IIAT, Applied Epic Solutions

Top Startup Canada 2024

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