Tool registryQuandriAlternatives
Quandri alternatives
The closest alternatives to Quandri are Sonant, Patra, CopyCat, Exdion Insurance and Outmarket, which share its agency AI work. Outmarket starts at $83 per seat; the rest are quoted by sales. Other agency tools we track follow below.
Closest alternatives to Quandri
| Tool | Type | Best for | Pricing | Security | Verified |
|---|---|---|---|---|---|
| Quandri (current) | Renewal automation for agencies | Personal lines agencies on Applied Epic, AMS360 or HawkSoft that only manage to review their largest renewals by hand. | Quote only | SOC 2 not confirmed by us | Nov 2, 2026 |
| Sonant | AI receptionist for agencies | P&C agencies and brokers that miss or queue calls and want an AI to answer, take quote details and log the call in the AMS. | Quote only | SOC 2 Type II | Nov 2, 2026 |
| Patra | AI back office with licensed review | Agencies and wholesalers that want policy checking and other back-office work done by AI with a person accountable for the result. | Quote only | SOC 2 not confirmed by us | Nov 2, 2026 |
| CopyCat | AI proposal software for agencies | Independent commercial agencies that spend hours building proposals from multi-carrier quote packets and want the output in their own format. | Quote only | SOC 2 Type II | Nov 3, 2026 |
| Exdion Insurance | AI suite plus human-in-the-loop service for P&C brokers | Large P&C brokerages that want quote comparison, proposals and policy checking from one vendor, with human review behind the AI. | Quote only | SOC 2 not confirmed by us | Nov 3, 2026 |
| Outmarket | AI workflows for brokerages: quote comparison, proposals and policy review | Commercial agencies and brokerages that want quote comparison and client proposals done in one tool, with source citations, without an engineering project. | From $83 | SOC 2 Type II | Nov 3, 2026 |
Other agency tools we track
| Tool | Type | Best for | Pricing | Security | Verified |
|---|---|---|---|---|---|
| Agency Revolution | Marketing automation | Agencies that want automated retention and cross-sell campaigns driven by AMS data, without building them. | From $249 | SOC 2 not confirmed by us | Oct 21, 2026 |
| AgencyBloc | Health and life AMS/CRM | Health, Medicare, group benefits and life agencies and uplines that need compliance workflows and commissions in the same system. | Quote only | SOC 2 Type II | Oct 21, 2026 |
| AgencyZoom | Agency sales CRM | P&C agencies that want pipeline, lead, renewal and goal tracking connected to their AMS. | From $149 | SOC 2 not confirmed by us | Oct 27, 2026 |
| Applied Epic | Agency Management | Mid-size and large independent agencies and brokerages that want one system for P&C and benefits, with carrier download and accounting built in. | Quote only | SOC 2 Type II | Oct 26, 2026 |
| Applied Recon | Commission reconciliation built into an agency management system | Agencies and brokerages already on Applied Epic that want direct bill and agency bill statements reconciled and posted without leaving their AMS. | Quote only | SOC 2 Type II | Nov 3, 2026 |
| Ascend | Agency finance automation: direct bill, billing, payments | Mid-size and large agencies on Applied Epic or AMS360 that want statements fetched from carrier portals as well as reconciled. | Quote only | SOC 2 not confirmed by us | Nov 3, 2026 |
| Bold Penguin | Digital Brokerage | Independent agents writing small commercial who want access to multiple carrier markets without maintaining individual carrier appointments | Quote only | SOC 2 not confirmed by us | Oct 24, 2026 |
| Comulate | Direct bill automation for large brokers, across AMS systems | Large brokers and agency groups that run more than one AMS, or several AMS databases, and want direct bill reconciliation and posting handled in one place. | Quote only | SOC 2 not confirmed by us | Nov 3, 2026 |
| EZLynx | AMS with bundled comparative rating | Independent agencies writing mostly personal lines that want comparative rating and agency management in one system | Quote only | SOC 2 Type II | Oct 25, 2026 |
| Fintary | Commission operations platform: ingestion, reconciliation, producer payouts | Brokerages, especially life, health and benefits, that need statement reconciliation and producer commission payouts in one system. | Quote only | SOC 2 not confirmed by us | Nov 3, 2026 |
| HawkSoft | Agency Management | Small agencies (1-15 staff) who prioritize ease of use and vendor support over feature depth and enterprise integration capabilities | From $99 | SOC 2 not confirmed by us | Oct 25, 2026 |
| InsuredMine | Insurance CRM | Small-to-mid independent agencies who need a dedicated insurance CRM without paying enterprise AMS pricing for marketing and pipeline features | From $106 | SOC 2 Type II | Oct 25, 2026 |
| Insureio | Life insurance sales CRM | Independent life agents and small life agencies that want quoting, applications and follow-up in one low-cost tool. | From $25 | SOC 2 not confirmed by us | Oct 27, 2026 |
| Momentum Rate | Comparative rater with published plans | Small agencies that want a rater with a published price, especially those on Momentum AMS. | From $100 | SOC 2 not confirmed by us | Oct 27, 2026 |
| NowCerts | Low-cost cloud AMS | Small and mid-size independent agencies that want an AMS with published pricing and a free start. | From $119 | SOC 2 not confirmed by us | Oct 26, 2026 |
| QQCatalyst | AMS for small agencies | Small agencies that want a Vertafore-supported AMS lighter than AMS360. | Quote only | SOC 2 not confirmed by us | Oct 25, 2026 |
| QuoteRUSH | Carrier-site rater with quoting bot | Personal lines agencies, especially property-heavy ones, that want rates pulled from carrier sites with less rekeying. | Quote only | SOC 2 not confirmed by us | Oct 27, 2026 |
| Ringy | Phone-first sales CRM | Life and final expense agents who sell by phone to purchased leads. | From $119 | SOC 2 not confirmed by us | Oct 27, 2026 |
| Salesforce Financial Services Cloud | Enterprise CRM platform | Large brokerages with Salesforce skills or a systems integrator that want a configurable CRM and producer-management layer. | From $325 | SOC 2 not confirmed by us | Oct 21, 2026 |
| TurboRater | Personal lines comparative rater | Personal lines agencies that want a standalone rater plus consumer quoting on their website. | Quote only | SOC 2 not confirmed by us | Oct 27, 2026 |
| Vertafore AMS360 | Agency Management | Mid-market agencies that want AMS, comparative rating, CRM and producer compliance from a single vendor, bought as separate products (AMS360, PL Rating, AgencyZoom, Sircon) | Quote only | SOC 2 not confirmed by us | Oct 26, 2026 |
| Vertafore PL Rating | Personal lines comparative rater | Personal lines agencies on Vertafore systems that want rating tied to their AMS. | Quote only | SOC 2 not confirmed by us | Oct 27, 2026 |
| Zoho CRM | General-purpose CRM | Small agencies and teams with a technical owner who want a cheap, flexible CRM and are willing to configure it. | Free to start | SOC 2 not confirmed by us | Oct 21, 2026 |
