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.
That description of Quandri, "it doesn't attempt to remove the Account Manager," is one of the clearest things a customer has ever said about what we're building. We want every agency to feel that way. Reaching more clients, more frequently, and with more intention is exactly the outcome this is designed for. Really glad your team is experiencing it.
On adoption, thank you for the feedback. We're continuously working to make the value clearer for every team member, not just the ones who were already on board from day one.