Quandri
Quandri is an AI-powered renewal intelligence platform for personal lines insurance brokerages and agencies, automating policy analysis, requoting, and client communications natively within Applied Epic, Vertafore AMS360, and HawkSoft agency management systems across North America.
- Company typePrivate
- Founded2021
- HeadquartersVancouver, Canada
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Quandri does
Quandri is a Vancouver-based AI software company, founded in 2021, that sells a renewal intelligence platform purpose-built for personal lines insurance brokerages and agencies across North America. The platform automates the end-to-end renewal workflow through three integrated modules—Analyze (intelligent policy checking that surfaces coverage changes and gaps), Quote (automatic requoting across multiple carrier portals), and Connect (AI-generated personalized client emails)—plus add-ons for eDoc management and daily download triggers. The product is natively embedded inside the three dominant North American agency management systems: Applied Epic, Vertafore AMS360, and HawkSoft, positioning it as workflow infrastructure rather than a standalone tool.
The company monetizes through a subscription model priced on the customer's Contracted Policies-in-Force (PIF) count, with tier pricing that scales upward as PIF grows but does not decrease if PIF falls—a structure that creates land-and-expand economics tied to brokerage book growth. Professional services are billed at $250/hour. Go-to-market is sales-led, targeting mid-market and enterprise brokerages through direct enterprise field sales, demo-based qualification, and integration partnerships that surface the product inside incumbent agency IT environments. The company reports a customer base of over 100 insurance agencies and brokerages, with named customers including Western Financial Group, McFarlan Rowlands, Vienneau Insurance, Blue Ridge Risk Partners, Schill Insurance, Cornerstone Insurance, and Harvard Western.
As of mid-2025, Quandri had raised approximately $20M USD across two Series A rounds ($8.5M in June 2023 led by FUSE; $12M in July 2025 led by Framework Venture Partners with strategic participation from Intact Ventures), grown headcount from 15 to 75 employees, and announced a Boston office expansion. The company has received industry recognition including LinkedIn's Top Startups 2025, Insurance Business Magazine's Top Global Insurtech Companies, and selection to the C100 Growth Cohort.
Quandri firmographics
Firmographics- Name
- Quandri
- Legal name
- Quandri Technologies Inc.
- Website
- https://quandri.io
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Quandri is an AI-powered renewal intelligence platform for personal lines insurance brokerages and agencies, automating policy analysis, requoting, and client communications natively within Applied Epic, Vertafore AMS360, and HawkSoft agency management systems across North America.
- Ownership category
- akta.pro rank
Quandri industry classification
Industry- Product category
- Insurtech Software
- NAICS
- Other Insurance Related Activities (52429)
- SIC
- Services-Computer Programming Services (7371)
- akta.pro primary industry
- Document, Workflow & Policy Servicing Automation (RPA/No-Code) (FSAGAGAK)
Keywords
Where Quandri is headquartered
LocationHeadquarters
- HQ city
- Vancouver
- HQ country
- Canada
- HQ region
- North America
Offices2 records
Markets served
Quandri business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales
Revenue model
- Subscription Services (Policies-in-force): Quandri operates on a subscription model based on Contracted Policies-in-force (PIF). Fees are determined by the customer's total number of active insurance policies included in the subscription. The pricing scales with customer growth - if PIF count increases beyond the current tier, subscription fees immediately increase to the applicable pricing tier. Notably, pricing tier does not decrease if PIF count reduces.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Subscription based on Policies-in-force count |
| Other | Multi-year contract | Professional Services at $250/hour |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Quandri product offering
Product offeringCore offering
Quandri provides an AI-powered Renewal Intelligence Platform purpose-built for personal lines insurance brokerages and agencies. The platform automates the entire personal lines insurance renewal workflow, including intelligent policy analysis (Analyze), automatic requoting across carrier portals (Quote), and AI-generated personalized client renewal emails (Connect), operating natively within agency management systems such as Applied Epic, Vertafore AMS360, and HawkSoft.
Product overview
Quandri offers the Renewal Intelligence Platform, a unified SaaS solution for personal lines insurance brokerages. The platform consists of three integrated modules: Analyze (policy checking/renewal reviews) for intelligent policy analysis and insight surfacing; Quote (policy requoting) for automatic requoting across carrier portals; and Connect for AI-generated personalized client emails. Add-on services include eDoc Management for document automation and Daily Download for triggering renewal processes. The platform works natively within Applied Epic, Vertafore AMS360, and HawkSoft agency management systems.
Differentiator
Problem solved
Functional benefit
Products and services
- Renewal Intelligence Platform AI-powered SaaS platform for personal lines insurance brokerages and agencies that automates policy analysis, automatic requoting, and AI-generated client communications across the entire renewal workflow.
- Connect AI-powered client communication tool that generates personalized, policy-specific renewal emails at scale for insurance agents, replacing traditional email automation or templates with agent-quality communications.
- eDoc Management Add-on automation service that processes 300-400 insurance policies daily by automatically naming, categorizing, and organizing electronic document downloads for brokerage operations teams.
- Daily Download Automated daily download service that triggers the insurance renewal process on the policy download date, enabling brokerages to deliver higher service levels and promptly contact clients with renewal options.
Quantifiable outcome
- Reduces requoting time from up to 1 hour to minutes per policy (94% reduction)
- +6 more outcomes
Companies that use Quandri
Customer profileNamed customers8 records
Segments2 records
Ideal customer profiles2 records
Quandri technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability4 records
Feature5 records
Quandri partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Vertafore AMS360coreIntegration partnership enabling Quandri's AI-powered renewal automation to operate natively within Vertafore AMS360, a leading insurance agency management system. This integration automates renewal processes for agencies using AMS360 across North America.
- HawkSoftcoreIntegration partnership enabling Quandri's renewal automation capabilities within HawkSoft agency management system. The integration aims to automate and streamline renewal processes for independent agencies using HawkSoft.
Scale indicators9 records
Recent moves7 records
Expansion highlights5 records
Quandri competitors and assessment
Company assessmentDirect peers
- Tarmika: Insurance quoting and automation platform built for independent agencies, directly comparable to Quandri's policy-analysis and requoting workflow automation. Competes for the same personal-lines and small-commercial agency customers and the same agency management system integrations.
- Liberate: AI-powered platform for insurance agencies and carriers that automates servicing, underwriting, and customer communications. Closest direct peer to Quandri's personal-lines renewal automation, with overlapping product modules and a similar ICP of mid-market agencies and carriers.
- PLD (Personal Lines Development): Provides personal-lines automation tools, rater integrations, and agency workflow software for property & casualty brokerages. Directly comparable to Quandri in targeting personal-lines agencies and addressing policy administration and renewal efficiency.
Emerging players
- Snapsheet: Digital claims management and appraisal platform for insurance carriers and MGAs. Comparable to Quandri in the insurance vertical and the workflow-automation category, but focused on claims rather than renewals; both target operational efficiency inside the insurance value chain.
- Shift Technology: AI-native SaaS for insurance fraud detection, claims automation, and underwriting. Comparable in the AI-for-insurance category and in selling automation to carriers, but addresses claims and underwriting rather than the brokerage renewal workflow that Quandri targets.
- Planck: AI data platform for commercial insurance underwriting, automating submission ingestion and risk analysis. Comparable as an AI-first insurance workflow vendor with a similar SaaS GTM motion, though it addresses commercial underwriting rather than personal-lines renewals.
Broad incumbents
- Vertafore: Provider of the AMS360 and Applied Epic agency management systems where Quandri is embedded. Comparable as the dominant incumbent platform that controls the workflow and data layer into which Quandri integrates, with a much broader product suite spanning agency, carrier, and compliance software.
- HawkSoft: Agency management system for independent insurance agencies and one of Quandri's core integration partners. Comparable as the underlying platform of record for personal-lines agencies; a vertical competitor in workflow software and the channel through which Quandri reaches its installed base.
- Indio (by Applied Systems): Client-facing insurance application platform that automates the commercial-lines submission and renewal process. Comparable to Quandri as a workflow-automation product sold into the same agency ICP, with similar product DNA but a commercial-lines focus rather than personal lines.
- EIS Group: Core insurance SaaS platform for carriers, MGAs, and brokers that automates policy administration, billing, and claims. Comparable in the insurance-workflow-automation category with an incumbent footprint; competes for the same automation wallet and could expand into brokerage-side workflows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
Quandri social profiles
Digital presenceQuandri compliance and trust
Trust signalCompliance1 record
Quandri financial estimates
Financial estimateRevenue estimate
Valuation estimate
Quandri leadership team
Management profileNumber of profiles
Profiles3 records
Quandri funding detail
Funding detailFunding overview
Funding rounds3 records
Investors10 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Quandri M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Quandri
What does Quandri do?
Quandri provides an AI-powered Renewal Intelligence Platform purpose-built for personal lines insurance brokerages and agencies. The platform automates the entire personal lines insurance renewal workflow, including intelligent policy analysis (Analyze), automatic requoting across carrier portals (Quote), and AI-generated personalized client renewal emails (Connect), operating natively within agency management systems such as Applied Epic, Vertafore AMS360, and HawkSoft.
Is Quandri a public or private company?
Quandri is a private company. It is classified as venture growth investor backed and is currently operating.
When was Quandri founded?
Quandri was founded in 2021. It employs 51 to 100 people.
Where is Quandri based?
Quandri is headquartered in Vancouver, Canada, in the North America region.
How does Quandri make money?
One revenue line is on record: subscription Services (Policies-in-force).
Who are Quandri's main competitors?
Direct peers on record are Tarmika, Liberate and PLD (Personal Lines Development). Emerging players are Snapsheet, Shift Technology and Planck. Broad incumbents are Vertafore, HawkSoft, Indio (by Applied Systems) and EIS Group.
Does Quandri have an API?
No public API is recorded for Quandri.
What industry is Quandri in?
Quandri's product category is Insurtech Software. Its primary akta.pro industry code is FSAGAGAK, Document, Workflow & Policy Servicing Automation (RPA/No-Code). Its NAICS code is 52429 and its SIC code is 7371.