- General liability limit
- $1,000,000
- Property limit
- $2,400,000
- Wind/hail deductible
- $5,000
- Annual premium
- $48,200
Every renewal checked. Every quote on time.
Quantana runs your agency's back office inside Applied Epic. AI handles intake, renewals and policy checks; our team covers the exceptions; your licensed team approves what goes out.
Built for independent agencies, MGAs and wholesalers on Applied Epic and AMS360.
Deductible doubled$5,000 to $10,000 at renewal. Flagged for your account manager before binding.
Most renewals are decided in the last three weeks.
The policy shows up in your system 120 days out. Carriers accept submissions from about 90. Quotes too often arrive 14–21 days before expiry, when there's no leverage left to remarket.
How a renewal should run
Gather dataMarketQuotes
How it often runs
Waiting on loss runs, client updates and underwritersQuotes arrive
4 hoursto prepare one commercial submission, mostly retyping from PDFs and email.
$5k → $10ka deductible quietly doubled at renewal. Nobody caught it before binding.
$677printed as a limit on a policy where $1M was intended.
What we take off your plate
Five pieces of back-office work, run inside your agency management system. Start with one.
Renewal factory
Every renewal starts on time. We order loss runs, send client questionnaires from 90 days out, chase underwriters, and aim to put quotes in your hands about 30 days before expiry.
How the renewal factory worksDocument intake
Submissions, loss runs, schedules and dec pages turned into clean data in Epic, without anyone retyping them.
How document intake worksQuote and policy check
Every renewal quote compared line by line against the expiring policy. Changed limits, deductibles, exclusions and premium are flagged for your account manager before binding.
How the policy check worksCommission reconciliation
Carrier statements matched against your ledger to find missing commissions, financing mismatches and old backlogs. Available as a two-week diagnostic.
How reconciliation worksCarrier and wholesaler connectivity
Submissions sent by API where carriers offer one, and handled through portals and email by our team where they don't. Status flows back into Epic.
How connectivity worksStart with a 30-day parallel run
You don't switch anything off on day one. We run alongside your current team or provider and you compare the results.
Pick one task
Your most time-consuming repetitive work: renewal paperwork, dec page intake or quote checks.
Run in parallel
For 30 days we do the same work alongside your team or current provider.
Compare
Turnaround, accuracy, issues caught and cost per task, side by side.
Switch when ready
Move the work over once the numbers convince you. Then add the next task.
Your licensed team stays in control. A licensed person at your agency approves anything that goes to carriers or clients. Quantana US does not place, bind or advise on insurance.
Built for the way your business runs
Retail agencies
Free account managers from data entry, catch coverage changes before binding, and get quotes in hand earlier.
MGAs and wholesalers
Handle more submissions without hiring more intake staff, and answer retail brokers faster.
Growing roll-ups
Bring acquired agencies onto Epic quickly with one consistent way of filing, checking and reporting.
What does a task cost you today?
Move the sliders to match your back office. The result is an estimate to start a conversation, not a quote.
- Cost per task
- Hours a year
- Effective hourly cost
Illustrative saving range
Estimate only, using an assumed 40–65% reduction in cost per task (to be confirmed). Real results come from the 30-day parallel run.
Coming soon
Connect your own AI
If your team already uses Claude, ChatGPT or its own agents, they will be able to ask Quantana to run a check directly, through the open Model Context Protocol (MCP).
"name": "check_renewal_quote",
"description": "Compare a renewal quote with the
expiring policy and list every change",
"input": {
"policy_reference": "Epic policy ID",
"renewal_quote_url": "Secure link to the quote PDF"
}Questions agencies ask us
How is this different from traditional back-office outsourcing?
Traditional outsourcing relies mainly on people retyping information between screens, usually on long contracts. Quantana does the extraction, filing and comparison with AI inside your systems, and our team handles the exceptions. You see each task's turnaround and accuracy.
Do you work inside Applied Epic?
Yes. We work inside your existing agency management system, Applied Epic or AMS360. You don't migrate data or change how your producers work.
Who approves submissions?
A licensed person on your team, always. Quantana US prepares clean data, flags discrepancies and drafts the work; your licensed staff decide what goes to carriers and clients. We do not place, bind or advise on insurance.
How fast can we start?
Most pilots start within a few weeks. We pick one repetitive task, set up secure access and begin the 30-day parallel run without disrupting your day-to-day work.
Is our data safe?
We work with the least access needed for the task, keep an audit trail of what we touch, and agree data handling with you before we start. Our security certification roadmap is in progress; ask us for the current status.
An AI company since 2017, focused on US insurance
2017
Quantana founded. "Simplifying AI" has been the brand from day one.
~100
People across India, Australia and the US, with a US team in the San Francisco Bay Area.
10,000+
Professionals trained to use AI in their work.