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.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

At this time, I haven’t noticed any issues with the program. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Can't say a negative about Quandri - excellent partnership! Review collected by and hosted on G2.com.

It frees our teams up with extra minutes to focus on client service, rather than getting stuck in carrier portals and systems. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The bulk of the review process is completed on the day the renewal becomes available in our carriers. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Quandri is very organized and makes renewal reviews simple and easy. I really love it, and my clients do too. Review collected by and hosted on G2.com.

I haven’t found anything I don’t like about Quandri. Review collected by and hosted on G2.com.