O
About
Quandri is a purpose-built Renewal Intelligence Platform designed to modernize personal lines insurance brokerages in Canada and beyond. Trusted by 5 of the 10 largest brokerages in Canada, Quandri uses AI agents and intelligent bots to eliminate time-consuming manual renewal work—enabling brokers to complete in-depth annual reviews up to 80% faster. The platform synthesizes data from carrier declaration pages and CSIO to deliver three layers of renewal analysis, giving brokers real-time visibility into their book of business. Key capabilities include Renewal Reviews—an AI-powered workflow that identifies the right clients for proactive conversations at the right time—along with automated cross-sell and upsell opportunity detection, coverage gap flagging, and missing discount identification to minimize errors and omissions. Quandri provides brokerage leadership with centralized dashboards to monitor renewal processing rates, exceptions, and estimated time and cost savings—eliminating the need for constant staff status checks. Configurable renewal parameters let operations teams adapt coverage rules, limits, and discount preferences to match evolving business needs without IT involvement. Designed for insurance brokerages facing market pressures, talent shortages, and rising operational costs, Quandri delivers measurable ROI—with client retention rates improving by over 1% for Quandri-enabled brokerages. It is ideal for personal lines operations teams, brokerage owners, and COOs looking to scale profitably without expanding headcount.
Key Features
- AI-Powered Renewal Reviews: Automates the annual client review process, helping brokers identify the right clients to engage at the right time—completing reviews 80% faster than manual workflows.
- Cross-Sell & Upsell Detection: Automatically identifies monoline accounts and other cross-sell or upsell opportunities across the book of business so brokers can grow revenue without added effort.
- Coverage Gap & Error Flagging: AI agents scan renewal data to flag coverage gaps, missing discounts, and accuracy issues, reducing errors and omissions risks across the brokerage.
- Real-Time Operational Visibility: Provides brokerage leaders with live dashboards showing renewal review rates, exceptions, processing status, and estimated time and cost savings.
- Multi-Source Data Synthesis: Collects and analyzes renewal data from carrier declaration pages and CSIO to deliver timely, accurate insights for brokers and management.
Use Cases
- Automating annual client renewal reviews to reduce manual workload for insurance brokers
- Identifying cross-sell and upsell opportunities across a personal lines book of business
- Flagging coverage gaps and missing discounts to minimize errors and omissions exposure
- Providing brokerage leadership with real-time visibility into renewal processing and operational efficiency
- Scaling personal lines operations without adding headcount by leveraging AI-driven renewal automation
Pros
- Rapid ROI: Customer testimonials highlight returns on investment within months—unusually fast for enterprise insurance technology.
- Significant Time Savings: Automating repetitive renewal tasks reduces review time by up to 80%, freeing brokers to focus on high-value client interactions.
- Proven at Scale: Trusted by 5 of Canada's 10 largest brokerages, demonstrating reliability and scalability across large personal lines books of business.
- Configurable & Flexible: Brokerage teams can adjust renewal parameters, coverage rules, and discount settings without requiring engineering or IT support.
Cons
- Canada-Focused Initially: The platform appears primarily built around Canadian brokerage workflows and CSIO data standards, which may limit immediate applicability for US or international markets.
- Enterprise Pricing Model: Quandri is a premium B2B platform with demo-based sales, making it less accessible to smaller or independent brokerages with limited budgets.
- Personal Lines Only: The platform is purpose-built for personal lines renewals and may not support commercial lines brokerage workflows.
Frequently Asked Questions
What types of insurance brokerages is Quandri designed for?
Quandri is built specifically for personal lines insurance brokerages looking to automate renewal workflows, improve retention, and scale operations without increasing headcount.
How much faster does Quandri make the renewal review process?
Quandri-enabled brokerages complete in-depth annual reviews up to 80% faster by automating the manual, repetitive components of the review cycle.
What data sources does Quandri integrate with?
Quandri collects and analyzes renewal data from carrier declaration pages and CSIO (Centre for Study of Insurance Operations) data feeds to power its renewal intelligence.
How does Quandri help with client retention?
By surfacing timely renewal insights and enabling proactive broker conversations, Quandri-enabled brokerages have increased client retention rates by over 1% on average.
Is Quandri suitable for large brokerages?
Yes. Quandri is trusted by 5 of Canada's 10 largest brokerages and is designed to scale operations cost-efficiently across large personal lines books of business.
