Quandri Reviews & Product Details

We implemented Quandri to help us make our Personal Lines renewal review process more consistent, proactive, and scalable. What we like best is that it doesn't attempt to remove the Account Manager. It provides the Account Manager with much more detail and information about the renewal and to start the conversation with the client. Using Quandri technology allows us to manage our renewals, triage and segment the book, and reserve our human expertise to focus our time on what matters most—the client experience. Quandri has allowed us to reach more clients, more frequently, and with greater intention and impact. Review collected by and hosted on G2.com.

It isn't a dislike; however, there is a challenge with adoption by all team members. The renewal review provides the first layer of analysis but professional judgment and review by the Account Manager is still required and adoption by team members has varied. Review collected by and hosted on G2.com.

Integration with Applied Epic has been smooth, and support responds quickly when we need help. The configuration and interface are user-friendly, and performance has been consistent. I also appreciate that the AI is constantly adapting and improving to read updated policy documents. Overall, it has delivered a great return on investment by automating our workflows and freeing up manpower for more meaningful tasks. Review collected by and hosted on G2.com.

As an end user, it can be difficult to tell whether the bot is running optimally. The client interface only indicates whether it’s turned on or off, or whether there’s a complete connection failure with the platform. I’d like to be able to see a live tracker that shows how the run is progressing in real time. Review collected by and hosted on G2.com.

Quandri saves an incredible amount of time. The user interface is very easy to understand, with even our most senior employees catching on quickly. I love how the review letters are automatically integrating into our BMS. This small feature saves a ton of time, when performing dozens of reviews in a single day. I will note that, such as any new tool, Quandri has its mistakes. However our integrated team works directly with Quandri to express the concerns of our staff. I cannot speak to pricing, as I am not directly involved in it. However, for the time that it saves me I am glad that they made the investment. Review collected by and hosted on G2.com.

I can not identify a feature that I dislike about Quandri. Perhaps, as time goes on, inconsistencies will iron themselves out. Review collected by and hosted on G2.com.

It’s a quick, convenient tool to use when reviewing policies and speaking with clients about their coverage. It helps me organize my thoughts and notes, and it saves me a bunch of time. The assistance from AI also helps remind us of different coverage options that may be missing and we can do a more thorough review with these reminders. Review collected by and hosted on G2.com.

The only tough part about using Quandri is when working with a various array of companies, and forms/coverages that are different. so, we do have to review some information to be sure everything is correct. however, Quandri staff and support does a great job of trying to fix these inconsistencies. Review collected by and hosted on G2.com.

I love that it helps me stay on top of all the policy renewals before they come up. Seeing that I have over 600 clients, I like that I don’t have to think about every single renewal date or drafting an email to summarize each policy coverage for each client. Review collected by and hosted on G2.com.

The AI technology is not fully advanced yet and so it pulls some wrong information Review collected by and hosted on G2.com.

Quandri allows me to maximize touch points with our clients and I'm able to provide more comprehensive information than I was able to before using Quandri. It's very accurate and integrates well with our agency management system. We receive great support when needed. The intelligence is very accurate. Performance issues are very rare. Review collected by and hosted on G2.com.

The only downside for Quandri right now is that it doesn't write back to our agency management system yet. I believe that this is currently in the works though, so looking forward to that. Review collected by and hosted on G2.com.

I really appreciate how Quandri lays out a simple way to view changes term over term and lets me quickly and concisely email the insured, ensuring they know we're checking their accounts. I find it easy to see the percentage changes and understand how accidents or claims have affected premiums from one year to the next. I also love that I can easily modify emails to personalize them for clients, which saves a lot of time when communicating important details. Review collected by and hosted on G2.com.

Well, I've noticed that the emails do not reference a rate decrease on every email. Improving that as well as the mathematics, which sometimes are incorrect on the rate increases or decreases, would help ensure that we can trust the rate information that is presented. I also can't speak to the initial setup as I wasn't involved in the onboarding side, but I heard it was difficult, taking about six months to become useful, and requiring multiple staff and meetings to fine tune. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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). Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.