Quandri

Quandri automates the routine operational work at insurance agencies and brokerages, including renewals, policy checking, remarketing and client outreach. Small, mid-sized and enterprise agencies use it so staff can spend more time advising clients.

The platform reviews policies at renewal, flags coverage gaps and cross-sell chances, remarkets at-risk policies and sends policy-specific outreach to every client. Other workflows handle service requests, client check-ins, account rounding, book rolls and book audits.

Work runs in the background and connects to the systems agencies already use. Customers across North America include Western Financial Group and Ausband Chapman Insurance, and access starts with a demo.