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Quandri

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38 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.4
Serving customers since
2021

Profile Name

Star Rating

26
10
1
0
1

Quandri Reviews

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Profile Name
Star Rating
26
10
1
0
1
James C.
JC
James C.
05/27/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Simplicity, speed, and efficiency for my insurance agency

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.
AH
Amy H.
05/27/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Fast, Reliable Automation Partner for Personal Lines Renewal Reviews

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).
Verified User in Insurance
UI
Verified User in Insurance
05/27/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Time-Saving Renewal Reviews and Email Drafts, But Carrier Data Pulls Need Work

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.

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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