Quandri
AI Renewal Intelligence Platform that automates manual tasks and delivers insights for insurance brokerages.
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What is Quandri?
Quandri is an AI-powered Renewal Intelligence Platform designed specifically for personal lines insurance agencies and brokerages. The platform automates the most time-consuming parts of the renewal process including policy analysis, automatic requoting, and AI-generated client emails. By deploying AI-enabled agents (bots) within your Applied Epic BMS or other AMS systems, Quandri eliminates manual, repetitive work so human agents can focus on high-value advisory work and client relationships.
Key features include Intelligent Policy Analysis that surfaces coverage gaps and key insights before your team starts work, Automatic Requoting that competitively quotes at-risk policies and finalizes options within the carrier portal, and AI-generated Client Emails that create personalized renewal communications tailored to each client's coverage. The platform integrates with Applied Epic, AMS360, and HawkSoft systems.
Quandri is built for small to medium-sized insurance brokerages and agencies struggling with drowning renewals, retention risks, and stretched teams. The platform helps agencies deliver proactive, personalized service to every client at renewal time rather than just the biggest accounts. Customer results include 12+ hours saved per Account Manager per week, 1.5%+ increase in retention, and 80% reduction in renewal work.
Quandri pricing
Pricing model: Free
Quandri does not publish public pricing on its website. Pricing is customized to each brokerage's specific project needs and requires contacting the sales team. The company offers a 90-day money back guarantee for SMB agencies. There is no free tier, free trial, or freemium version available. Entry-level setup has no setup fee. Contact Quandri directly for pricing details on their Renewal Intelligence Platform.
Quandri pros
- Automates policy analysis, requoting, and renewal emails completely
- Saves 12+ hours per Account Manager per week
- Increases retention by 1.5% or more
- Reduces renewal work by 80%
- Works directly within Applied Epic BMS without extra log-ins
- Surfaces coverage gaps and key policy insights automatically
- Automatically requotes high-risk and at-risk policies
- Generates personalized AI emails tailored to each client
- Enables 100% touch on personal lines renewals
- Integrates with AMS360 and HawkSoft systems
- No new hires needed to scale the brokerage
- Prevents client cancellations by providing competitive quotes proactively
- Reduces employee burnout from manual requoting work
- Processes 10 renewals in the time it takes to do 1 today
- Replaces costly outsourcing solutions with automation
- Delivers competitive quotes long before clients shop around
- Every quote includes key coverages meeting agency minimum standards
- Trigger-based intelligence auto-requotes when premium increases detected
Quandri cons
- Pricing details not publicly listed on website
- Requires integration with specific AMS systems (Epic, AMS360, HawkSoft)
- Primarily focused on personal lines insurance only
- No free trial or freemium version available
- Custom pricing requires contacting sales team
- May not support all insurance carrier portals
- Implementation requires understanding current workflow pain points
- Demo call typically lasts 45 minutes requiring time commitment
Frequently asked questions about Quandri
What does Quandri automate in the renewal process?
Quandri automates the most time-consuming parts of renewals: policy analysis, requoting, and writing detailed renewal emails. It reviews policy data to surface key insights such as coverage gaps, automatically requotes high-risk policies and finalizes the most competitive options within the carrier portal, and generates personalized renewal emails tailored to each client's coverage.
How does Quandri help increase client retention?
Quandri helps agencies deliver proactive, personalized service to every client at renewal time, not just the biggest accounts. By automating policy reviews and client outreach, your team can touch all renewing clients with timely communication that reinforces your value and prevents them from shopping around. Proactive service drives loyalty, and Quandri makes it scalable, resulting in 1.5%+ increase in retention.
Can you tailor the demo to my brokerage's specific needs?
Yes. Quandri kicks off every demo call with a quick discovery to learn more about your current workflow pain points. This helps them tailor the demo to focus on capabilities that deliver the best value and fastest results for your specific brokerage.
What happens during a Quandri demo?
The demo starts by understanding your current workflows and pain points to show exactly how Quandri fits into your operations. Then they walk you through the Renewal Intelligence Platform and explain how it automates policy analysis, requoting, and client communication. You get a hands-on look at the platform in action. The demo typically lasts 45 minutes.
Which AMS systems does Quandri integrate with?
Quandri integrates with Applied Epic BMS natively, and has expanded its integration ecosystem to include Vertafore AMS360 and HawkSoft, bringing renewal intelligence to thousands more independent agencies.
What is AI-powered Requoting?
Quandri's Requoting capability saves up to 90 minutes per requote with AI-powered requoting built directly into your renewal workflow. It identifies competitive quotes when it matters most, displays key coverages and context at a glance, and automatically generates an Epic activity note summarizing the most competitive quotes. Policies are automatically requoted when agency rules are triggered like a premium increase or specified carrier.
How many policies does Quandri check annually?
Quandri checks over 2 million policies annually across its network of insurance brokerages and agencies.
What industries does Quandri serve?
Quandri pivoted to serve the insurance brokerage market specifically, focusing on personal lines insurance agencies and brokerages. The platform is purpose-built to streamline the entire personal lines renewal process.
When was Quandri founded and who founded it?
Quandri was founded in 2021 by brothers Jackson and Jamieson Fregeau. The company is headquartered in Vancouver, Canada and has 50+ team members called Quandronauts.
What ROI have customers achieved with Quandri?
Real customer results include Vienneau achieving 85% ROI and saving 6,000 hours, McFarlan Rowlands redeploying 5.5 FTEs for higher-value work, Harvard Western reducing pre-call prep time by 75%, and Blue Ridge Risk Partners increasing retention by 1.5%.