While most teams are still spending 45–90 minutes per renewal toggling between systems, chasing quotes, and sending manual outreach, high-performing agencies have shifted that work away from their account managers entirely. The result isn't just saved time; it's a fundamentally different ceiling on capacity.
The typical agency only reaches 20–30% of renewing clients proactively, while the rest are handled reactively, if at all. The industry's capacity benchmark has sat at roughly 1,200 policies per account manager for a decade, and adding headcount has never moved that number. It just added payroll.
As a result, licensed agents spend their days on repetitive administrative tasks and busywork that doesn't require judgment, relationships, or expertise. Customer value goes undelivered and underappreciated, revenue gets left on the table, and clients who don't hear from their agent proactively start shopping around.
How renewal automation changes the math
Quandri automates the work of your renewal workflow. It doesn’t just give you reminders of what to do; it actually does the policy checks, requoting, and drafts client communications. As a result, account managers can stop spending their time buried in admin and start spending more time with customers, having the conversations that actually require their expertise.
The shift shows up fast. Blue Ridge Risk Partners reduced their requoting time by 94% without adding headcount. Across agencies using Quandri, account managers reclaim 12+ hours a week, see renewal work drop by 80%, and client retention climb by 1.5%.
James D. Chapman, COO of Ausband Chapman Insurance, put it plainly: "We have to get to 100% touch on personal lines renewals and Quandri is going to allow us to do that."
What this looks like inside your agency
Quandri integrates natively with AMS360, enabling agencies running on Vertafore to deploy renewal automation without changing their core system. That means every renewing policy gets reviewed, every upsell and cross-sell opportunity gets surfaced, at-risk policies get requoted, and every client gets a timely, personalized touchpoint.
AMS360 agencies now have access to the same renewal workflows that high-performing agencies have been running for years: reaching their entire renewing book, proactively, without burning out their teams.
Want to see it in action? Book a demo and we'll walk through your renewal workflow to show you exactly what renewal automation looks like in your agency.