# Quandri Reviews **Vendor:** Quandri **Category:** [Other Insurance Software](https://www.g2.com/categories/other-insurance) **Average Rating:** 4.4/5.0 **Total Reviews:** 37 ## About Quandri Quandri is an AI-powered renewal automation platform specifically designed for insurance agencies to streamline and enhance the renewal cycle. By automating the most time-consuming aspects of policy renewals, Quandri allows agents to focus on providing valuable advice to their clients rather than getting bogged down in administrative tasks. This innovative solution is tailored to meet the unique needs of insurance professionals, enabling them to operate more efficiently and effectively. The platform is particularly beneficial for insurance agencies of various sizes that seek to optimize their operations and improve client engagement. Quandri integrates seamlessly with popular agency management systems such as Applied Epic, AMS360, and HawkSoft, ensuring that users can leverage their existing tools without disruption. The automation capabilities of Quandri extend to analyzing every renewing policy, requoting at-risk policies, and generating personalized renewal emails, all of which occur before agents even begin their workday. This proactive approach not only saves time but also enhances the overall client experience. At the heart of Quandri is its Renewal Intelligence Engine, a sophisticated AI system trained on carrier underwriting manuals from across North America. This engine possesses a deep understanding of the nuances of various carriers and client eligibility criteria, allowing it to deliver region-specific and carrier-specific insights with remarkable accuracy. This level of intelligence ensures that agents have the most relevant information at their fingertips, enabling them to make informed decisions and provide tailored solutions to their clients. Users of Quandri have reported significant improvements in their operational efficiency. The platform has been shown to reduce the time spent on each renewing policy by an impressive 85%, allowing agents to allocate their time to more strategic activities. Additionally, agencies have experienced a 1.5% or greater improvement in client retention rates, highlighting the effectiveness of proactive outreach facilitated by the platform. With a tenfold increase in proactive client communication, agents can foster stronger relationships and enhance client satisfaction. Overall, Quandri stands out in the insurance technology landscape by combining advanced automation with a deep understanding of industry-specific needs. Its ability to integrate with existing systems and deliver actionable insights makes it a valuable asset for insurance agencies looking to improve their renewal processes and client engagement strategies. ## Quandri Reviews ### 1. Fast, Reliable Automation Partner for Personal Lines Renewal Reviews **Rating:** 5.0/5.0 stars **Reviewed by:** Amy H. | Operations Director, Enterprise (> 1000 emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Quandri?** Quandri portal is easy to use and makes it simple to customize our Personal Lines renewal reviews. We now use it through the SDK to process reviews quickly and consistently. The pricing matches the value and it’s more cost-effective than having a Producer, Account Manager, CSR, or outsourcing handle the same work. Onboarding took longer than expected; however, we had a handful of items we wanted and needed to customize to make it work for our agency. Quandri listened to what we were looking for and developed the changes so we could deploy them to production. The output is fast and accurate, and it provides a clear summary in an activity note for the Producer to review. Each review takes a minute or two, instead of 15+ minutes spent comparing expiring vs. renewal. The AI/Intelligence also adds helpful talking points for the Producer, calling out gaps in coverage for upsell opportunities and highlighting changes made in the last term that affect renewal pricing. We are excited to try the next product (Requoting + Connect). **What do you dislike about Quandri?** As mentioned before, the onboarding process took longer than expected. One drawback of the product is that it only processes downloadable policies and carriers that are supported. While the majority of our policies fall into that bucket, it would be much better if it could process all personal lines policies so we don’t end up with a bifurcated workflow (automated review vs. manual review). I’ve heard there are advancements coming, so we’ll sit tight and wait for those. **What problems is Quandri solving and how is that benefiting you?** Quandri helps reduce the heavy volume of repetitive manual work that brokers and servicing teams deal with during renewals and policy processing by automating parts of those workflows. For our team, this translates into less time spent on administrative tasks such as reviewing renewals, routing work, and updating systems, which allows employees to focus more on client service and other higher-value work. The biggest benefits for us have been improved efficiency, faster turnaround times, and a more consistent ability to scale operations without needing to add the same level of staffing. **Official Response from Tessa Elliott:** > Doing the heavy lifting for repetitive admin work so your team can be freed up to focus on client relationships; that's exactly what Quandri is built for. Really glad the customization work during onboarding translated into something your whole team can rely on consistently. On carrier coverage and non-downloading policies: that's a fair and well-articulated callout. The advancements you've heard about are real, and closing that gap is an active priority. We think you'll like what's coming. Excited for you to get into Requoting and Connect next so you can get even more value from the platform! ### 2. Quandri Streamlines Renewals with Custom and Effective Summaries **Rating:** 4.5/5.0 stars **Reviewed by:** Marquis S. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Quandri?** Quandri has been a great tool for insurance renewals. Typically our account managers spend 2 to 3 hours on summaries for our clients, and that time has been cut down to minutes. The best part about the summaries is that we can customize them, and the user interface is extremely easy to use. The onboarding team has been very supportive. Shout out to Hinal! One thing I'm really excited about is the integration of the new business system. Once the AI can quote for new business, it's going to be a very impressive system. **What do you dislike about Quandri?** So far I don't have any dislikes, as I understand that all of these companies are startups at the moment. What I will say is that the performance of Quandri is miles ahead of other AI software we've tried in the past. Not just from a software standpoint but from a service standpoint as well. **What problems is Quandri solving and how is that benefiting you?** Time, it's solving the problem of time, lol. Some of the summaries we've kicked out to clients have also minimized the questions we get from clients about increases at renewal because they're so detailed. Which is allowing us to address more clients faster. **Official Response from Tessa Elliott:** > We're glad to hear the AI is standing out, and that's exactly the bar we hold ourselves to. Building deep intelligence that actually works in the real world of insurance renewals is what our team obsesses over. Shout out received. We'll make sure Hinal sees this! ### 3. Innovative Tools That Speed Up Renewals and Remarketing **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle T. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2026 **What do you like best about Quandri?** I love how innovative Quandri is. The renewal tool has been a complete game changer, and the new remarketing tool is amazing. These tools not only save our employees time, but also help get a quote into the client’s inbox and hands faster. **What do you dislike about Quandri?** I’m still working on figuring that out. In the meantime, I’ve been working closely with my Quandri team, and they’re always quick to get back to me with updates. They also consistently take my feedback seriously and use it to keep moving the needle. **What problems is Quandri solving and how is that benefiting you?** Quandri is working to improve the accuracy of the quoting tool, which is really helpful for ensuring the quote our team provides to the client is a true representation of what they’re being offered. **Official Response from Tessa Elliott:** > Game changer" — we'll take it! Really glad the renewal and remarketing tools are making a tangible difference for your team and getting quotes to clients faster. We appreciate the kind words about our team too. Feedback like yours is exactly what drives the improvements you're already seeing. ### 4. Quandri Streamlines Renewals with AI Proposals That Build Client Trust **Rating:** 5.0/5.0 stars **Reviewed by:** Dawn L. | Marketing Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Quandri?** For our agents, Quandri has made the renewal process so much more efficient. What used to take multiple platforms and systems can now be handled in one system, creating better efficiency across the entire process. The prompts that are generated are also a great tool for our team! Our agents are able to send generated AI proposals that help customers understand whether they should stay as is, consider adding lines they may have outside of our agency, or determine if they need additional coverage overall. This creates a greater level of trust with our clients because it shows we are proactive, attentive, and staying on top of their insurance needs! **What do you dislike about Quandri?** At this time, I haven’t noticed any issues with the program. **What problems is Quandri solving and how is that benefiting you?** Before Quandri, our agents had to spend valuable time working through renewal pipelines, and many customers would call at renewal time feeling stressed and ready to shop around for new insurance. The difference has been incredible. Customers feel informed and reassured before renewal time even arrives, which has significantly reduced those panicked phone calls. Instead of reacting to problems, we are staying ahead of them and creating a smoother, more personalized experience that builds trust and shows our clients we are truly looking out for their best interests. ### 5. Excellent Client Emails and Seamless Applied Epic Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Cate C. | College Intern, Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Quandri?** This is an excellent way to stay in touch with our clients. The emails are well written, and our clients have been very responsive. We have tried many different products and the integration with Applied Epic has been the most seem less of anything we have used. **What do you dislike about Quandri?** Can't say a negative about Quandri - excellent partnership! **What problems is Quandri solving and how is that benefiting you?** Quandri is allowing us to get in front of our Personal Lines customers in a time-effective way. With the state of the market, we need to be touching our customers more than ever before. But continued commission percentage declines had made it more difficult to be profitable. Quandri helps to solve that problem. ### 6. Frees Up Time for Client Service and Streamlines Carrier Portal Work **Rating:** 4.5/5.0 stars **Reviewed by:** Bre N. | Learning and Development, Enterprise (> 1000 emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Quandri?** It frees our teams up with extra minutes to focus on client service, rather than getting stuck in carrier portals and systems. **What do you dislike about Quandri?** Understanding the technology behind Quandri with confidence to explain to leadership and our teams how this is being utilized in way that makes sense, this has the potential to be overwhelming **What problems is Quandri solving and how is that benefiting you?** The Reviewer is allowing us to see what gaps we possibly have on some files in respect to coverages as it is configured to review and look for these gaps. We may have missed these if it were up to advisors to discover as they are on strict time limits **Official Response from Tessa Elliott:** > Getting time back from carrier portals and putting it toward client service is exactly the trade we're trying to make possible. Really glad your team is feeling that shift. The point about explaining Quandri to leadership and your teams is one we hear. We want it to be easy to champion internally. If it would help to have materials or a conversation to support that, reach out to your customer success manager and we'll make it happen. ### 7. Quandri Is a Game-Changer for Automating Renewals and Boosting Team Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Shirlee W. | Systems Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2026 **What do you like best about Quandri?** Quandri has been a game changer for our team. By automating many of the repetitive and mundane renewal tasks, it allows our agents to spend more time focusing on what truly matters; serving our clients and building stronger relationships. **What do you dislike about Quandri?** One area I would love to see expanded is additional solutions for eDoc delivery and automation. Given how strong Quandri is at streamlining repetitive tasks and improving operational efficiency, having more capabilities around document delivery and communication workflows would make the platform even more impactful for both brokers and clients. **What problems is Quandri solving and how is that benefiting you?** The platform helps streamline workflows, reduce manual processing, and improve efficiency across the board. Instead of getting tied up in administrative work, our team can be more proactive, responsive, and client-focused. The automation is thoughtful and designed specifically for the insurance industry, making it a valuable tool for improving both productivity and customer experience. **Official Response from Tessa Elliott:** > Hi Shirlee, thank you for the thoughtful review! Freeing your agents up to focus on client relationships is exactly what we're building toward, so it's great to hear that coming through in how your team is using Quandri. We really appreciate the feedback on document delivery and will keep this in mind as we continue to build out more functionality and automation. ### 8. Effective for Renewal Reviews but Needs Quote Accuracy Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** April S. | Senior Personal Risk Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2026 **What do you like best about Quandri?** I find Quandri really useful for renewal reviews and requotes as it makes the process much easier and faster. I like how the information provided for renewals is simple for clients to understand their coverage, discounts, and price. The ease of quoting within the system stands out as a great feature. Additionally, the initial setup was pretty easy, which is always a plus. **What do you dislike about Quandri?** Accuracy of quotes needs to be worked on more. The quotes given in the system miss several key items such as discounts, which drastically change the overall price. **What problems is Quandri solving and how is that benefiting you?** Quandri makes reviewing renewals and giving renewal requotes easier and faster. It provides clear information for clients about their coverage, discounts, and pricing. I also like the ease of quoting within the system. ### 9. Fast, Same-Day Renewal Review Process **Rating:** 4.5/5.0 stars **Reviewed by:** Sydney R. | Personal Lines Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Quandri?** The bulk of the review process is completed on the day the renewal becomes available in our carriers. **What do you dislike about Quandri?** We've had some issues using Connect emails through Applied EPIC where changes made to the email don't save and send correctly. Some other options to make Connect better would be to offer more options to format the email the way we prefer and to spell check the content. **What problems is Quandri solving and how is that benefiting you?** The review activities have saved us a ton of time which benefits us so we can spend more time communicating with the client. **Official Response from Tessa Elliott:** > Completing the bulk of renewal reviews on the day they become available is a meaningful shift in how your team can operate. Glad that time is going back toward client relationships. For the Connect email issue with Applied Epic, please reach out to your customer success manager so we can get to the bottom of it. And the good news on spell check: it's already live! ### 10. Organized and Effortless Renewal Reviews with Quandri **Rating:** 5.0/5.0 stars **Reviewed by:** kallie R. | Server, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Quandri?** Quandri is very organized and makes renewal reviews simple and easy. I really love it, and my clients do too. **What do you dislike about Quandri?** I haven’t found anything I don’t like about Quandri. **What problems is Quandri solving and how is that benefiting you?** It’s solving a lot of problems for me, and one of the biggest is making sure clients are actually reached out to about renewals before they come up. I’m able to send renewal reviews out weeks in advance, which helps me stay on top of things and support clients before it’s too late for either of us. ### 11. Streamlined Renewal Reviews and More Proactive Client Conversations **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2026 **What do you like best about Quandri?** What I like best about Quandri is that it streamlines the renewal review process by automatically analyzing policies and identifying coverage concerns, premium changes, and cross-sell opportunities. It helps create consistency across the team, reduces manual review time, and allows us to focus our attention on meaningful conversations with clients rather than administrative tasks. The efficiency gains and improved workflow visibility help us stay ahead of renewals and provide a more proactive client experience. **What do you dislike about Quandri?** Quandri is that it still requires ongoing oversight and refinement. While it significantly improves efficiency, there are carrier limitations, occasional review exceptions, and a continued need for staff adoption and quality control to ensure consistent results. **What problems is Quandri solving and how is that benefiting you?** Quandri allows our team the opportunity to remain proactive. **Official Response from Tessa Elliott:** > Game changer" — we'll take it! Really glad the renewal and remarketing tools are making a tangible difference for your team and getting quotes to clients faster. We appreciate the kind words about our team too. Feedback like yours is exactly what drives the improvements you're already seeing. ### 12. Simple, Straightforward, and User-Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Tylar G. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Quandri?** Simple, easy to understand, and easy to use. Overall, it feels straightforward and user-friendly. **What do you dislike about Quandri?** The only downside I’ve noticed so far is having duplicate policies, but that’s not something that can’t be fixed in the future! **What problems is Quandri solving and how is that benefiting you?** Helping me stay on top of all my client accounts and renewals has been very helpful—not only for me, but also for the customer. It makes them feel like someone is in the loop and paying attention to what their policies are doing as renewal comes up. **Official Response from Tessa Elliott:** > Making clients feel like "someone is in the loop and paying attention" is exactly the feeling we want your clients to have at renewal. Glad it's coming through! On duplicate policies: it's on our radar to fix. Thanks for flagging it. ### 13. Highly Customizable Communication, Needs Data Accuracy **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2026 **What do you like best about Quandri?** I like that the communication to the customer in Quandri is completely customizable for each client and retains the overall feel from the agency. It's great because I can personalize the generic emails in a way that aligns with how I naturally communicate with my customers, like including a personal note about their vacation or using their nickname. Also, the initial setup of Quandri was fairly easy, which I appreciated. **What do you dislike about Quandri?** At the beginning of our Quandri journey we had a recommended coverage feature in our email communication to upsell things like water/sewer backup or roadside assistance when a customer did not have it present on their policy. However, a lot of times this coverage is included in a package endorsement and Quandri has not been able to accurately capture this data and update the email accordingly. We ended up excluding that part of our email for now. **What problems is Quandri solving and how is that benefiting you?** Quandri helps with policy checking, allowing us to reach out to customers who would otherwise renew without communication. I can customize communication to fit each client, like personalizing notes or using their nickname. **Official Response from Tessa Elliott:** > We love that you're personalizing the emails with things like nicknames and vacation notes! The package endorsement gap is a known limitation we're working to close, and this kind of specific feedback is exactly what shapes what we build. ### 14. Saves Time on Renewals **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** June 01, 2026 **What do you like best about Quandri?** Quandri Renewal Reviewer helps reduce the time I spend on each renewal by identifying what coverages are missing and what to focus my attention on. **What do you dislike about Quandri?** AI always has issues, we are relying on it working correctly and identifying key details within a policy. So of course there are often errors or coverages that are shown as "missing" when in fact they are already on the policy. **What problems is Quandri solving and how is that benefiting you?** Quandri enhances time management by identifying how much a client’s premium has increased compared to the previous year. This allows us to quickly prioritize renewals with significant increases and proactively engage those clients, improving our ability to retain them through earlier, more strategic outreach. **Official Response from Tessa Elliott:** > Prioritizing renewals by premium increase so you can get ahead of the clients who need attention most is exactly the workflow we're designed for. Really glad it's landing that way for your team. On the accuracy point, you're right, and it's something we're putting significant resources into. Building deeper insurance intelligence is one of our biggest areas of focus right now, and there are a lot of improvements coming that we think you'll notice. If you ever want to flag specific examples in the meantime, our support team is always happy to dig in. ### 15. Simple, Client-Focused Product with Proactive Support **Rating:** 5.0/5.0 stars **Reviewed by:** Savannah M. | Account Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Quandri?** I appreciate the simplicity of the product, as well as the proactive support it provides, which I feel is in the best interest of clients. **What do you dislike about Quandri?** The only issue is that the messages sound less personable than an email written by a human. **What problems is Quandri solving and how is that benefiting you?** It saves repetitive workload and gives me time to work with more accounts in greater depth, instead of only being able to touch each one at a surface level. **Official Response from Tessa Elliott:** > We're glad to hear that you appreciate the simplicity of our product and our proactive support. If you would like to make the emails more personable there are a few different ways we can make this happen, please reach out to our customer support representative and they would be happy to help. ### 16. All Customer Details in One Place for Faster Reviews **Rating:** 5.0/5.0 stars **Reviewed by:** Beatriz C. | agent/customer service , Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2026 **What do you like best about Quandri?** I love that it pulls together all the relevant information about what the customer has and what they don’t have, which makes the review process much faster. **What do you dislike about Quandri?** We just want to be careful and make sure that all the information is accurate. **What problems is Quandri solving and how is that benefiting you?** It helps keep all the information in one place, which makes the process faster so we can get to a customer’s review more quickly. **Official Response from Tessa Elliott:** > Thanks for sharing this! Faster reviews and easier access to customer details is exactly what we're building toward. Accuracy is something we take seriously, and our team is shipping improvements continuously. If you ever notice something that doesn't look right, our support team is always happy to dig in. ### 17. Quandri Makes Client Follow-Ups Easy with Insightful Auto-Generated Financial Emails **Rating:** 4.0/5.0 stars **Reviewed by:** Jackson C. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Quandri?** Auto generated emails with all of the financial details ready to go. It is informative, insightful, offers potential for more sales, and is an easy way to stay in touch with clients. **What do you dislike about Quandri?** To me there are no glaring issues with Quandri. I feel like it does a great job doing exactly what it was designed to do. **What problems is Quandri solving and how is that benefiting you?** It solves a few annoyances. The renewal dates being in order helps you stay on top of things with clients. It provides organization, reminders, and saves time by having a great email ready to send insureds with the click of a button! **Official Response from Tessa Elliott:** > Thank you for your positive feedback! We're happy to hear that Quandri is helping you stay organized, saving time with client communication and creating potential for more sales. ### 18. Helpful client info compilation, but insured names and deductible accuracy need improvement **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2026 **What do you like best about Quandri?** I like how Quandri gathers information about the client and compiles it together. For example, if renewing a homeowners policy it finds the roof year to include in the email so that way the client knows what we have on file. **What do you dislike about Quandri?** I do not like how Quandri only lists one insureds name even though there may be two names listed in the Epic system. Also, sometimes Quandri pulls in wrong numbers, such as deductibles. **What problems is Quandri solving and how is that benefiting you?** Quandri solves the problem of emailing everyone their individual renewal and then attaching that email in Epic. In Quandri you can simply look up a client by policy number or name, find their renewal, make sure the information is correct, hit send, and then the email automatically attaches into Epic. ### 19. Time-Saving Renewal Reviews and Email Drafts, But Carrier Data Pulls Need Work **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2026 **What do you like best about Quandri?** I like that Quandri can automatically review renewals, which saves me time when I’m reaching out to insureds. Its ability to draft emails for me also helps free up time so I can focus on other parts of my workflow. **What do you dislike about Quandri?** It still struggles to pull renewal information from certain carriers, which means we still have to manually review everything and send out emails ourselves. **What problems is Quandri solving and how is that benefiting you?** Quandri helps prevent miscommunication with insureds about what they should expect at renewal. It also helps us catch larger increases early, so we can remarket accounts when needed. **Official Response from Tessa Elliott:** > We are happy that you are now able to catch large premium increases early and get ahead of remarketing before renewal. On the carrier coverage gap; that's a fair callout and we expanding the breadth of and depth of our carrier intelligence. ### 20. Quick, Efficient Client Email Outreach with Quandri **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Quandri?** It helps me send emails to all clients quickly and efficiently, making sure every remarket is contacted. **What do you dislike about Quandri?** I don’t really have any dislikes about Quandri. **What problems is Quandri solving and how is that benefiting you?** Before, we were struggling to get all of our renewals reviewed. Now, with Quandri streamlining the process, it’s much easier to ensure every renewal gets some level of review, and it also helps customers act more quickly when their accounts need to be looked into further. Overall, it frees up a lot of time that used to be spent on last-minute account work. **Official Response from Tessa Elliott:** > Making sure every renewal gets touched and no remarket falls through the cracks is exactly what we're here for! Thank you for sharing your positive experience with Quandri. ### 21. Needs totally redesigned and a start from scratch. **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2026 **What do you like best about Quandri?** Not much to report, it never works correctly for any of the things you've set it up for. **What do you dislike about Quandri?** Pretty much everything, the emails are long winded and inaccurate with the data it includes, sending a separate email for every line of business is also a waste of time. Correcting this data is laborious and seems redundant for a system that's supposed to make it easier **What problems is Quandri solving and how is that benefiting you?** Quandri hasn't solved a single issue that I have had, in fact, it's made it worse. ### 22. Simplicity, speed, and efficiency for my insurance agency **Rating:** 5.0/5.0 stars **Reviewed by:** James C. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2026 **What do you like best about Quandri?** Onboarding team is very knowledgeable and created a very smooth process. What I saw in the demo is the exact experience I've had after implementation. Support team is very engaged on my company getting the most use out of the system. **What do you dislike about Quandri?** Upfront investment in considerable, but I was surprised at how quick we have seen a return on investment. **What problems is Quandri solving and how is that benefiting you?** Speed of manual task. It has cut our initial time for preparing a review to 1/5th the time. Efficiency and consistency of service team. **Official Response from Tessa Elliott:** > Cutting review prep to a fifth of the time is no small thing. Really glad your team is feeling that in their day-to-day. Hearing that the onboarding experience matched expectations and ROI came faster than expected makes it all worthwhile. ### 23. Speedy and Efficient Renewal Management **Rating:** 5.0/5.0 stars **Reviewed by:** Vipin V. | Assistant Office Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2026 **What do you like best about Quandri?** I use Quandri for sending renewals to my clients, and it's incredibly helpful because I don't have to write and review the whole renewal manually. Quandri saves me about 10 minutes on each renewal. What I like most about Quandri is its speed, accuracy, and efficiency. It saves time. The initial setup of Quandri was super easy, and I'm completely satisfied with how it's performing. **What do you dislike about Quandri?** nothing. **What problems is Quandri solving and how is that benefiting you?** I don't have to write and review the whole renewal. Quandri saves like 10 minutes on each renewal. It saves time. Time is valuable. **Official Response from Tessa Elliott:** > Thank you for the kind words! Knowing that renewals are faster, easier, and more accurate is exactly what we aim to do. Those 10 minutes per renewal really do add up. Glad Quandri is giving you that valuable time back in your day! ### 24. Makes Workflow Faster and User-Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2026 **What do you like best about Quandri?** I like that Quandri is people friendly, so it doesn't give big words that people don't understand and breaks stuff down. It makes things way faster by making emails for me and having the document typed up so I don't have to spend time typing it. It was very easy to set up, and now everybody uses it in our whole company. I would recommend a 10 because it makes everything so much easier and faster. Highly recommend them. **What do you dislike about Quandri?** I don't dislike anything. **What problems is Quandri solving and how is that benefiting you?** I use Quandri to send review emails, cutting down workload and speeding up tasks by automating email creation. It’s people-friendly, breaking down complex information simply, making everything easier and faster. Highly recommend it. **Official Response from Tessa Elliott:** > "Everybody in our whole company uses it" — that's the kind of adoption we love to hear about. We are really glad Quandri is making the day-to-day faster without adding complexity. Saving time on emails and documents while keeping communication clear for clients is exactly what we're going for. Thanks for the 10 and for recommending Quandri! ### 25. Innovative Products Backed by Great Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca R. | Office Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2026 **What do you like best about Quandri?** Great customer service, innovative products, do what they say they are going to do. **What do you dislike about Quandri?** Custom implementation of items outside of generic use is limited or not a priority. **What problems is Quandri solving and how is that benefiting you?** Renewal reviews & re-quoting **Official Response from Tessa Elliott:** > We're thrilled to hear that you appreciate our great customer service and innovative products. We strive to deliver on our promises and are glad to hear that it's resonating with you. We understand that custom implementation can be a concern and we're continuously working to improve in that area. Thank you for your feedback! ### 26. Quandri Helps Me Connect With More Clients **Rating:** 4.0/5.0 stars **Reviewed by:** Miranda L. | Insurance Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about Quandri?** So far, the best feature with Quandri, is how it helps me connect with more clients. **What do you dislike about Quandri?** We have run into a few bot roadblocks so to have fewer mishaps would make my experience a 10/10. **What problems is Quandri solving and how is that benefiting you?** Quandri is allowing me to bring several items of discussion at the forefront by pointing out coverage gaps and offering solutions at a faster pace. ### 27. Effortlessly Pulls Upcoming Renewals from Client Lists **Rating:** 4.0/5.0 stars **Reviewed by:** Sabrena M. | Producer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Quandri?** That it pulls upcoming renewals from our client lists **What do you dislike about Quandri?** If there are multiple renewals for a client it does not always pull all renewals **What problems is Quandri solving and how is that benefiting you?** finding upcoming renewals **Official Response from Tessa Elliott:** > Thank you for the review and we're glad Quandri's keeping your renewal pipeline visible. The multi-policy pull issue is on our radar and appreciate you for flagging it. ### 28. Easy to Use, Responsive Management, and Constant Improvements **Rating:** 4.5/5.0 stars **Reviewed by:** Kelsey C. | operations manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about Quandri?** Ease of use, Management, listen to feedback, always improving product. actually reviews the dec pages for accuracy **What do you dislike about Quandri?** no huge dislikes, renewal quoter more affordable **What problems is Quandri solving and how is that benefiting you?** renewal reviewer, huge time savings, allowing our advisors to spend our energy where we actually want them to **Official Response from Tessa Elliott:** > Thank you for this, we appreciate that our responsiveness and commitment to improvement are coming through. Helping your advisors focus their energy where it matters most is exactly the problem we're here to solve. We've noted your feedback and want to thank you for being such a great partner. ### 29. Time-Saving but Needs Better Accuracy **Rating:** 4.0/5.0 stars **Reviewed by:** Kori M. | Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2026 **What do you like best about Quandri?** I like that Quandri pre-populates the email, which saves a lot of time when I'm reviewing renewals and sending renewal emails to insureds. **What do you dislike about Quandri?** It doesn't always have the accurate information. The initial setup was easy, but it took a few weeks longer than expected to completely get access. **What problems is Quandri solving and how is that benefiting you?** I use Quandri to save time in reviewing renewals and sending renewal emails, as it pre-populates the emails, which saves a lot of time. **Official Response from Tessa Elliott:** > Thank you for the feedback! We're glad Quandri is saving you a lot of time on renewals and client emails, that's exactly what we're here for. Based on feedback like yours, we've improved our implementation process to get teams up and running in just 4 weeks, and we're actively working to continue improving accuracy to ensure Quandri is performing at its best for you. ### 30. Professional, Agile Team with a Clear Vision **Rating:** 5.0/5.0 stars **Reviewed by:** Karen H. | Director, Enterprise (> 1000 emp.) **Reviewed Date:** May 28, 2026 **What do you like best about Quandri?** The Quandri team stands out for their professionalism, approachability, agility, and clear vision. **What do you dislike about Quandri?** It’s not something I dislike, but their scalability has been a concern, though it’s improving. **What problems is Quandri solving and how is that benefiting you?** Retention and awareness are key for me, along with the ability to influence as many policies as possible so our customers receive a consistent CX from us. ### 31. Quandri Reviewer: Thorough Reporting That Makes Renewal Reviews Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Quandri?** Currently the most helpful service is the Quandri Reviewer. Very thorough, love the reporting in activities. Very useful during renewal reviews. **What do you dislike about Quandri?** While I know this will be developed sooner or late, it's the inability of applying rules other then "exclusions". **What problems is Quandri solving and how is that benefiting you?** Helping with repeated administrative steps. Provides more time to concentrate on coverages rather then admin steps. **Official Response from Tessa Elliott:** > We're thrilled to hear that our Quandri's automated renewal reviews are helping you save time on administrative steps. We appreciate your feedback about wanting the ability to apply more rules, and we are committed to continuously improving our services to better serve you. ### 32. Seamless UI and Highly Competent Implementation Team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Quandri?** The user interface is seamless and the implementation/client reps are highly competent. **What do you dislike about Quandri?** The only dislike is how heavily tied is is to Epic, I'm a large fan of the product but we'd have to use Epic to receive the "maximum" value. **What problems is Quandri solving and how is that benefiting you?** Administrative task such as labelling documents and updating commissions. Large cost saver. **Official Response from Tessa Elliott:** > Thank you for the kind words about our team and user friendly UI, we'll make sure the implementation team hears this! We also appreciate the honest feedback on the Epic dependency. We're actively expanding our integrations to bring the full Quandri experience to both AMS360 and HawkSoft. ### 33. Quandri Saves Me Time and Streamlines Reviews Effortlessly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Quandri?** The most helpful part of Quandri is the amount of time it saves me at work. It streamlines my reviews and makes the whole process much easier. **What do you dislike about Quandri?** Honestly, the only downside to using Quandri is that I didn’t sign up sooner. I’m really enjoying the product and everything it offers, and it’s been a great experience so far. **What problems is Quandri solving and how is that benefiting you?** Quandri streamlines what used to be lengthy policy reviews by gathering all the relevant information for me and clearly summarizing the insured’s coverages and premiums. **Official Response from Tessa Elliott:** > "I didn't sign up sooner" is the best kind of feedback we can get. Really glad the review process feels easier and that the time savings are showing up in your day. ### 34. Fantastic Solution Backed by an Exceptional Team **Rating:** 5.0/5.0 stars **Reviewed by:** Mickey W. | Director of Strategy for Private Client & Institutional Services/COO for ABRC, Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2026 **What do you like best about Quandri?** The solution is fantastic but even better is their team. They are exceptional partners. **What do you dislike about Quandri?** The tool only works with insurance companies that download policies. **What problems is Quandri solving and how is that benefiting you?** Ability to proactively review renewals and provide guidance with template emails to our clients. ### 35. Boosts Efficiency in Reviewing Personal Lines **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Quandri?** I like that Quandri gives us an additional tool, helping us do our job in a faster, more efficient way. I value the speed, information, and clarity it provides, which are significant advantages in my workflow. **What do you dislike about Quandri?** Would be nice if it was capable of doing commercial lines. And, also, would be nice if it was applicable to more personal lines types. **What problems is Quandri solving and how is that benefiting you?** Quandri helps us quickly identify unusual things in personal lines renewal review, making our work faster and more efficient. **Official Response from Tessa Elliott:** > We're glad to hear that Quandri is helping you work faster and more efficiently. On commercial lines and broader personal lines coverage: you're not alone in asking, and it's on the roadmap. Stay tuned! ### 36. Easy to Use, Seamless BMS Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Quandri?** The application is easy to use, and it integrates very efficiently with our BMS. **What do you dislike about Quandri?** I honestly don’t have anything to dislike about it. It’s very good overall. **What problems is Quandri solving and how is that benefiting you?** This product addresses the time-consuming process of reviewing policies, making that review work more manageable. **Official Response from Tessa Elliott:** > We're thrilled to hear that you find Quandri easy to use and that it integrates well with your BMS. Thank you for sharing your positive experience! ### 37. Easy Implementation, Well-Organized Experience, and Great People **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2026 **What do you like best about Quandri?** Easy implementation, well organized, nice people **What do you dislike about Quandri?** Nothing is coming to mind, no complaints **What problems is Quandri solving and how is that benefiting you?** Stream lining the renewal process - [View Quandri pricing details and edition comparison](https://www.g2.com/products/quandri/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-11+04%3A31%3A48+-0500&secure%5Bsession_id%5D=83033b2e-e63f-4ba9-b971-9bd4caf8ef97&secure%5Btoken%5D=724cbf770067255250f1440fcff0183e33208ae1c223efeb9c964c237d0bfa68&format=llm_user) ## Quandri Integrations - [AMS360](https://www.g2.com/products/ams360/reviews) - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) ## Top Quandri Alternatives - [Tines](https://www.g2.com/products/tines/reviews) - 4.7/5.0 (396 reviews) - [Indio](https://www.g2.com/products/indio/reviews) - 4.6/5.0 (127 reviews) - [ImageRight](https://www.g2.com/products/imageright/reviews) - 4.4/5.0 (123 reviews)