Quandri

Quandri

(4.3)
Paid
Web
Best for: Intelligence for Insurance Brokerages
Quandri preview
256 upvotes
392 bookmarks
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Our Verdict

Quandri automates insurance renewal, enhancing efficiency, minimizing errors, and boosting retention. It streamlines operations and delivers personalized client experiences by identifying coverage gaps and missing discounts.

About Quandri

Quandri is an AI-powered platform designed to automate insurance renewal processes, enhancing efficiency and client retention for insurance brokerages. By eliminating repetitive tasks, Quandri enables brokers to focus on delivering superior service and boosting sales. Its Renewal Intelligence Platform utilizes AI agents to extract and analyze renewal data, identifying cross-sell and upsell opportunities while minimizing errors. Integrating seamlessly with broker management systems like Applied Epic, Quandri 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 tailored to their specific needs.

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
Rating
4.3/5
Accessibility 4.3
Compatibility 4.2
User Friendliness 4.3

Who Is This Tool Best For?

  • 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.

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

Pricing Plans

Custom

Paid

Pros & 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.

Frequently Asked Questions

Yes, Quandri seamlessly integrates with Applied Epic for direct data processing and workflow automation.
Its AI agents extract, analyze, and process renewal data, cutting review time by up to 80%.
Yes, they can adjust renewal parameters, coverage limits, and discount applications as needed.

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