Quandri

Quandri is a Renewal Intelligence Platform designed specifically for the insurance industry, leveraging software robots and artificial intelligence to automate manual, repetitive workflows. Its core value proposition lies in transforming operational efficiency for insurance brokerages by handling tedious administrative tasks, thereby freeing up human agents to focus on higher-value client interactions and strategic growth. The platform digs into an agency's book of business to unlock actionable insights that directly impact retention and revenue, making it a powerful tool for modernizing insurance operations.

Key features: The platform automates the entire policy renewal process, including data extraction from documents, policy requoting, and client communication. It standardizes e-document naming and management, reducing errors and ensuring consistency. Advanced capabilities include cross-selling and upselling identification by analyzing client data to suggest relevant additional coverage. The software robots can integrate with existing agency management systems, performing tasks like data entry, form filling, and generating renewal reports with minimal human intervention.

What sets Quandri apart is its deep specialization in the personal lines insurance sector, unlike generic RPA tools. It employs machine learning models trained specifically on insurance documents and workflows, enabling it to understand context and handle complex exceptions. The platform's 'Renewal Intelligence' goes beyond simple task automation by providing predictive analytics on retention rates and client risk profiles. Technically, it offers robust API integrations with major insurance carriers and agency software, allowing for a seamless digital workforce that operates 24/7 without disrupting legacy systems.

Ideal for insurance brokerages, agencies, and MGAs (Managing General Agents) dealing with high volumes of personal lines policies such as auto, home, and life insurance. Specific use cases include automating renewal workflows for thousands of policies, improving client experience through timely and accurate communication, and boosting operational efficiencies by reducing manual data work. It is particularly valuable for organizations aiming to increase retention rates, minimize administrative overhead, and leverage their existing data for strategic cross-selling initiatives.

Pricing follows a freemium model, with a free tier offering basic automation for a limited number of tasks or users. Paid enterprise plans are customized based on the volume of policies and required features, typically starting from approximately $500 per month for small to mid-sized agencies, scaling up for larger brokerages with more advanced AI and analytics needs.