Quandri builds robotic process automation bots specifically for insurance agencies, automating tasks such as downloading renewal documents from carrier portals, reconciling policy data in the AMS, and processing endorsements. The platform integrates with major AMS platforms and carrier portals to reduce manual data entry.
Key features: Automated renewal document downloading from carrier portals · Policy data reconciliation with AMS · Endorsement processing automation · Multi-carrier portal integration · Activity logging and audit trails
Pros: Directly targets high-volume repetitive tasks that consume agency staff time · Pre-built connectors for common carrier portals and AMS platforms · Reduces risk of manual data entry errors · Faster deployment than building custom RPA from scratch
Cons: Scope limited to process automation; not an analytics or CRM tool · Carrier portal changes can break bots and require maintenance · Pricing not publicly listed
Pricing: Quote-based, not publicly listed.
Best for: SMB to mid-size agencies
Audience: agency
