# Quantana US

> AI-native insurance back-office operations for independent US commercial insurance agencies, MGAs, and wholesalers operating on Applied Epic and AMS360.

Brand line: Simplifying AI
Website: https://quantana.us
Headquarters: San Francisco Bay Area, CA (Global delivery across US, India, Australia)
Founded: 2017

## Overview

Quantana US handles back-office insurance operations natively inside Applied Epic. By pairing automated document parsing, algorithmic difference auditing, and trained exception-handling specialists, Quantana delivers back-office operations at a fraction of traditional outsourcing cost.

Core Operating Principle: AI handles repetitive extraction and comparison; our operational team handles edge-case exceptions; your agency's licensed producers retain complete authority and final approval over all submissions and binding actions.

## Who We Serve

1. Retail Agencies: Commercial lines agencies managing renewal books on Applied Epic or AMS360 seeking to liberate producers and account managers from manual data entry.
2. MGAs & Wholesalers: High-volume underwriting facilities needing fast, automated risk triage, document indexing, and appetite checking.
3. Growing Roll-ups: Agencies and aggregators bringing newly acquired books onto Applied Epic and seeking operational standardization.

## Core Back-Office Services

- Renewal Factory: Gather data from 90 days out, chase underwriters proactively, and aim to have renewal quotes in hand ~30 days before expiry.
- Document Intake & Indexing: Submissions, loss runs, statement of values (SOVs), and dec pages turned into clean data inside Applied Epic.
- Quote & Policy Check (E&O Guard): Compare renewal policies against expiring terms and flag every change before binding.
- Commission & Accounting Reconciliation: Commission and financing reconciliations between carrier statements and Applied Epic ledgers, offered as a paid 2-week diagnostic or ongoing service.
- Carrier & Wholesaler Connectivity: API-first submission distribution with portal workflows handled when there is no direct carrier API.

## Engagement Model

1. The 30-Day Parallel Run:
   - Pick your biggest repetitive task (e.g., renewal preparation or dec page indexing).
   - We run it in parallel with your current team or vendor for 30 days.
   - Compare accuracy, turnaround and cost side-by-side.
   - Switch when you and your operations leaders are convinced by the results.

2. The 2-Week Paid Diagnostic:
   - Targeted operational audit of an agency's bottleneck workflow, E&O vulnerability, or commission reconciliation discrepancies.

## Regulatory & Licensing Guardrails

- Quantana US is an operational technology services company.
- Quantana US does NOT place, bind, or advise on insurance. We work alongside your licensed team.
- A licensed human on your team approves anything that goes to carriers or clients.

## Security & Data Handling (TODO: confirm with security policy)

- We design for minimal data retention.
- Agency and policyholder data is never used to train public AI models.
- Access is restricted inside your agency's management environment.
- Security certifications and audit roadmaps are in progress.

## AI Agent Integration (MCP Interface — Preview — coming soon)

Quantana is developing an open Model Context Protocol (MCP) toolset enabling agency AI agents to invoke back-office checks programmatically:
- `quantana_audit_renewal_policy`: Check this renewal quote against last year's policy inside Applied Epic to detect deductible changes and limit errors.

## Contact & Links

- Book a 20-minute follow-up: [TODO_BOOKING_URL]
- Diagnostic Request Form: https://quantana.us/#diagnostic-intake
- Full Site: https://quantana.us
- Trust & Compliance: https://quantana.us/trust.html
- Pricing: https://quantana.us/pricing.html