Quandri

““We have to get to 100% touch on personal lines renewals, and Quandri is going to allow us to do that.””

“When I think about what it does, it’s pretty wild. It reads the pages for us, summarizes it, and delivers it right in the BMS. The accuracy is great! It’s working all throughout the day, just liker our advisors are, but it takes the workload off of them”

“Our team is our greatest asset and Quandri enables us to leverage their talents effectively, channeling their expertise towards driving greater value for our business. By freeing them from time-consuming renewal reviews, our experienced professionals prioritize what truly matters – providing the best coverage to our clients. It's a game-changer that allows us to capitalize on our team's strengths.”

““We were spending so much energy just keeping our heads above water and we didn’t have the bandwidth to pursue the opportunities we knew were there.””

““Behind the mountain were a whole host of inefficient processes that had sprung up because we had to do it that way. I looked at the renewals process and thought, ‘there’s not enough meat here to justify someone clicking through all this.’””

““It’s not just about being efficient. It’s about having a consistent, resilient process that allows us to do our best work.””

““Quandri didn’t just save us time, it gave us room to grow.””

““Instead of manually digging through files or running complex reports, we can pull a sanitized list in seconds and give agents a clear, actionable path. Our agents are finally freed up to have the conversations that grow relationships, rather than just maintain them.””

““The work happens within the tool,” Shawn noted. “This meant we could set our parameters, create profiles, and we were off.””

““It wasn’t broken, but it wasn’t built to scale either,” Shawn explained. “The level of human effort required was really high.””

““From a business perspective, it’s been an absolute success,” said Christa O’Neil.”

““From an employee engagement perspective,” said Rebecca, “Quandri is making everyone's days much better.””

“"It's essential to assign experienced experts to tasks that demand their level of expertise and experience, leveraging them to mentor new brokers, and engage in meaningful conversations with clients."”

““We’ve officially redeployed five of the six individuals from the renewal review team. This has expanded our support to brokers, allowing them to shift their focus towards providing a proactive client experience rather than administrative work.””

““It’s not even a nice to have anymore, it's a need to have. If you are not looking at your clients’ renewals, someone else will.””

““Usually, it takes multiple years to see a return on investment from new technology but our team is already experiencing that within months. That’s truly remarkable.””

““Acquisitions are a lot of work. When we purchase another brokerage and offer technology to the staff who did not have it before, it’s very nice.””

““Anything we can do in our backend processes is a good thing,” explained Kari.”

““The focus of the Renewals team has shifted where they are now able to help the different branches with a wider array of tasks, in addition to reviewing renewals,” said Kari. “Their capacity has increased for other things–such as if a client calls in or we are short-staffed in a branch.””

““That one will make a huge impact. We will definitely see the results from that immediately.””

““Thanks to Quandri, our brokers can more efficiently serve a client that's calling in,” remarked Kari Schill, Retail Operations and Human Resources Manager. “They simply go to the activity and see any difference in premium coverage, if coverages have fallen off or changed, and they are now able to address those in real-time.””

““Our clients are better serviced because we're able to touch more files. We had a limited amount of policies we could get through in a day, compared to the bot.””

“It’s an excellent way to stratify your staff,”

“My day goes by so much faster and smoother now that I’m having positive conversations with clients. I no longer have to jump from screen to screen while a client is frustrated on the other end — I have all the information I need right in front of me.”

“We now have more supportive conversations with every client. The team can proactively call clients and talk to them beyond just premium increases — they can also quickly see missing coverages and additional coverage options, as well as highlight their expertise and showcase their value.”