What is Quandri?
Quandri's Renewal Intelligence Platform leverages AI to reinvent the renewal process for insurance brokerages. The platform automates repetitive tasks, empowering brokers to focus on client relationships and strategic growth.
By intelligently segmenting policies and providing timely, actionable insights, Quandri helps brokerages optimize operations, increase client retention, and identify cross-sell and upsell opportunities. The platform integrates seamlessly with existing broker management systems, providing real-time control and increased visibility into the renewal process.
Features
- Renewal Reviews: Automates manual tasks and provides timely insights for client reviews.
- Real-time Control: Allows brokerages to set and reconfigure renewal parameters.
- Increased Visibility: Provides insights into renewal processing, review rate, and exceptions.
- Data & Insights: Collects and analyzes renewal data to provide brokers with actionable information.
- AI Agents: Retrieve carrier declaration pages and CSIO data.
- Intelligence Engine: Extracts and classifies data into carrier and region-specific coverage and underwriting information.
Use Cases
- Automate renewal reviews
- Increase client retention
- Identify cross-sell and upsell opportunities
- Minimize errors and omissions
- Optimize brokerage operations
- Enhance client experience