Quandri

AI platform that automates insurance renewal workflows for personal lines brokerages.

Automate WorkflowsDocument processing & OCRBackground jobs & scheduled tasksConnect apps

About

• Automates end-to-end personal lines renewal workflows — processing renewals, flagging risks, and surfacing client insights without manual effort. • AI-powered requoting pulls data directly into broker management systems (e.g., Epic), reducing requoting time dramatically. • eDoc management automation captures, organizes, and routes policy documents, eliminating manual filing. Quandri is purpose-built for insurance brokerages that want to scale personal lines renewals without growing headcount. Trusted by brokerages across Canada and the US, the platform connects to existing broker management systems to automate repetitive renewal tasks, give brokers instant client-level intelligence, and protect retention by ensuring no renewal falls through the cracks.

Who it's for

Insurance brokerage renewal automation

AI level

Intermediate

Key features

Automated renewals processingAI-powered requotingeDoc managementClient renewal insightsRetention risk flaggingBroker management system integrationPersonal lines workflow automationCall prep automation

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