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Quandri

AI-powered renewal intelligence platform for personal lines insurance agencies

Workflow Automation Growth Series A
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Overview

Quandri is a Vancouver-based insurtech company that provides AI-powered renewal intelligence software designed to help personal lines insurance agencies automate repetitive work and streamline their renewal processes. Founded in 2021 by brothers Jackson and Jamieson Fregeau, the company has evolved from initially addressing manual work across industries to specializing in insurance agency operations.

The Quandri Renewal Intelligence Platform uses AI-driven intelligence to automate repetitive tasks and provide brokerages with data-driven renewal insights. The platform is compatible with the Applied Epic broker management system (BMS) and offers a unique service-as-a-software model that automates task completion using AI and robotic process automation (RPA) without broker intervention.

Since its last funding round, Quandri has increased its revenue by 15x and expanded its customer base to more than 100 agencies and brokerages across Canada and the U.S., including marquee clients like Brokerlink, Western Financial Group, HomeServices Insurance Inc., and BlueRidge Risk Partners.

Products & Services

Renewal Intelligence Platform

AI-powered platform that automates the policy renewal process for personal lines insurance agencies, providing data-driven insights and automating repetitive tasks.

Key Features

  • AI-driven policy analysis
  • Automated renewal workflows
  • Data-driven renewal insights
  • Applied Epic integration

Target Users: Insurance Brokers, Agency Staff

Policy Checking

Automated in-depth annual reviews that complete policy checks 80% faster by automating manual, repetitive review tasks.

Key Features

  • Automated policy review
  • Coverage gap detection
  • Errors and omissions reduction
  • Regional coverage data extraction via OCR

Target Users: Personal Lines Brokers

Policy Requoting

AI-powered requoting capability that identifies cross-sell and upsell opportunities and automatically generates competitive quotes when premium increases are detected.

Key Features

  • Automatic premium increase detection
  • Multiple competitive quote generation
  • Cross-sell and upsell identification
  • Minimum coverage standards enforcement

Target Users: Personal Lines Brokers, Agency Management

Connect

Integration layer that connects directly with Applied Epic agency management systems and IVANS data for seamless workflow integration.

Key Features

  • Applied Epic BMS integration
  • IVANS data connectivity
  • Actionable insights within existing workflow
  • Agency preference configuration

Target Users: IT Teams, Agency Operations

At a Glance

Founded
2021
Headquarters
Vancouver, British Columbia, Canada
Employees
51-200
Funding
Series A

Category & Focus

Category
Workflow Automation
Subcategories
Renewal Intelligence Policy Checking AI Automation RPA
Insurance Verticals
P&C
Target Customers
Brokers, Agencies

Customers

  • Brokerlink
  • Western Financial Group
  • HomeServices Insurance Inc.
  • BlueRidge Risk Partners
  • Mackay Insurance
  • McFarlan Rowlands

Last updated: 2026-03-25