Quandri’s Renewal Intelligence Platform automates manual, repetitive tasks within your Epic AMS, which in turn enables your human agents to focus their efforts on more valuable work.

Quandri transforms the policy renewal process for personal lines insurance agencies by automating time-consuming and repetitive tasks, identifying actionable policy insights and enabling insurance companies to achieve profitability and scale.

Quandri’s Renewal Intelligence Platform uses AI-enabled agents (a.k.a. bots) to accomplish manual, repetitive tasks within your Epic AMS, which in turn enables your human agents to focus their efforts on more valuable work, such as calling clients and selling additional policies.

Quandri perform repetitive and monotonous tasks – so you don’t have to.

Quandri currently offers the following capabilities to insurance agencies across North America:

Policy Checking

Quandri’s renewal review capabilities help drive a number of positive business outcomes for your agency, such as:

• Increased retention rates
• Reduced overhead costs
• Reduced errors and omissions
• Positive staff and client experience
  
  

How does Quandri automate Policy checking?

Quandri automates the comparison of last term’s policy to this term, saving your brokers from the monotony of manual reviews. Quandri flags and summarizes the following information directly in your Applied Epic BMS:
 

• Major changes year-over-year
• Upsell and cross-sell opportunities
• Gaps in coverage and E&O risks
• Insufficient limits and deductibles
• Structural updates
• Missing coverages and discounts
• New or open claims
• Account level audits (missing contact information, monoline, open activities, etc.)