- What it does: Quandri calls itself a renewal intelligence platform for insurance agencies. Its renewal products cover policy checking, remarketing and outreach, and it also lists service requests, client touchpoints, account rounding, book rolls and book audits. Its renewal pages are written for personal lines agencies, and it lists integrations with Applied Epic, AMS360 and HawkSoft.
- Best for: Personal lines agencies on Applied Epic, AMS360 or HawkSoft that only manage to review their largest renewals by hand.
- Not a fit for: Agencies on other management systems, or commercial-heavy shops looking for submission tools.
- Pricing: Not published
Key capabilities
- Renewal policy checking
- Remarketing and requoting at renewal
- Renewal and client outreach emails
- Service requests and client check-ins
- Account rounding, book rolls and book audits
- Focused on one expensive job, renewals, rather than general assistance
- Names its supported management systems and agency customers, such as Western Financial Group and Ausband Chapman Insurance
- Says all brokerage and client data is encrypted in transit and at rest, and offers audit reports on request
- No published pricing
- Only three management systems are named
- Its security page shows a SOC 2 badge but does not state the report type; ask for the report
Where it fits
- Reviewing every personal lines renewal, not only the largest accounts
- Remarketing renewals with large premium increases
- Sending renewal and cross-sell outreach without adding staff
Our assessment
Quandri is worth a demo for personal lines agencies on Epic, AMS360 or HawkSoft that lose clients at renewal. Ask for the SOC 2 report and for retention figures from an agency your size.
How does Quandri compare with alternatives?
Closest alternatives: Sonant, Patra, CopyCat, Exdion Insurance, Outmarket. All Quandri alternatives side by side →
Common questions
How much does Quandri cost?
Quandri does not publish pricing; it is quoted by sales.
Who is Quandri best for?
Personal lines agencies on Applied Epic, AMS360 or HawkSoft that only manage to review their largest renewals by hand. It is a weaker fit for agencies on other management systems, or commercial-heavy shops looking for submission tools.
Is Quandri SOC 2 compliant?
We could not confirm a SOC 2 report for Quandri. Deployment: Cloud; data encrypted in transit and at rest.
What are the best Quandri alternatives?
The closest alternatives to Quandri we track are Sonant, Patra, CopyCat, Exdion Insurance and Outmarket. See our Quandri alternatives page for a side-by-side.