Quandri

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66 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.5
Serving customers since
2021

Profile Name

Star Rating

48
16
1
0
1

Quandri Reviews

Review Filters
Profile Name
Star Rating
48
16
1
0
1
Gennifer R.
GR
Gennifer R.
Account ManagerSmall-Business (50 or fewer emp.)
10/15/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Detailed Client Emails and a Very Useful Quoting Feature

I really like the detailed emails it sends to clients, and I also find the quoting feature very useful.
Verified User in Insurance
AI
Verified User in Insurance
Small-Business (50 or fewer emp.)
10/14/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
Translated Using AI

Streamlined Renewal Reviews and More Proactive Client Conversations

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.
Verified User in Insurance
UI
Verified User in Insurance
Mid-Market (51-1000 emp.)
10/14/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Smooth Applied Epic Integration, Fast Support, and Strong Workflow Automation ROI

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.

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HQ Location:
Vancouver, CA

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What is Quandri?

Quandri automates the manual and repetitive work for for insurance agencies so they can focus on more revenue-generating work. Most agencies reach 20–30% of renewing clients proactively. The rest get generic outreach or silence. That's not a staffing problem. It's a structural one. Renewal reviews are high-volume, time consuming, and repetitive. And for years, the only answer was to hire more people. Quandri changes that. Our platform integrates directly with your AMS and automates the policy review work that consumes your team. Every policy gets reviewed. Every high-risk policy gets requoted. Every client gets personalized, timely communication. Your account managers stop chasing and re-keying, and start focusing on the clients who actually need their attention. The results are real: agencies using Quandri save 12+ hours per account manager per week, see retention increase by 1.5% or more, and reduce renewal work by up to 80%. The agent isn't going away. Advisory value only increases as insurance gets more complex. Quandri handles the execution so your team can handle the relationships

Details

Year Founded
2021
Website
quandri.io