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      August 2024 Release Notes

      Table of contents

      Introduction

      August 2024 was an exciting month with a lot of changes for us at Quandri. The lead up to AppliedNet 2024 had us busy with many projects we were eager to showcase for you. Primary among these was the shift we made in our business, away from bots, to Renewal Intelligence. This highlights our realization of the scope of the problems and opportunities that exist within the personal lines renewal process. We launched a new website to demonstrate this shift in positioning, and discussed it with many of you at AppliedNet. The overwhelming feedback we received was that this shift was the right thing to do, and that you’re happy someone is solely focusing on fixing personal lines renewals.

      Moving forward, we will be sharing a summary of the advancements we made to the Quandri platform and capabilities at the end of every month. Including new features we release, improvements to existing features, bug fixes, technical updates and more. Read on below to see what we focused on in August.

      New Features

      Quandri Platform

      • New Quandri Platform Launch

        In August, we introduced the new Quandri Platform to a group of early users. This update offers a modernized experience while keeping most of the familiar functionality. 

        The above image shows the Dashboard view in the previous version of the Platform (aka Control Room), and the below image shows the updated view.

        We’ve implemented updates to enhance the platform, focusing on the areas you use the most. For example, you can now configure renewal attributes directly alongside the Renewal Summary. Hovering over an attribute highlights it in both the Summary and the attribute list for easy identification. You can also remove attributes from the Summary by clicking the X that appears on hover.

        If you haven’t transitioned yet, you’ll receive an email with details about your migration. The only change required will be to navigate to a new URL after migration

      • Access to Aggregated Renewal Policy Data

        With the new platform, we now offer the option to export renewal policy data. This gives you a complete view of your policies beyond what the Renewal Review capability provides, both at an aggregated view and on a per policy view. This feature is currently available upon request, so reach out to your Customer Success Manager to obtain your data.

      Renewal Reviews

      • Bay of Quinte Mutual Insurance Co. Support

        Renewal Reviews now support processing renewals from Bay of Quinte, a priority carrier for many of our Ontario brokers.

      • Detailed Breakdown of Document Exceptions

        The "Unable to find Documents" exception has been refined to provide more detail, helping both you and the Quandri team understand issues more easily. The breakdown now includes:

        • Unable to find last year’s policy document
        • Unable to find this year’s policy document
        • Unable to find policy documents

      eDoc Management

      • 60% Speed Improvement
        We’ve enhanced the eDoc Management capability with a speed increase of up to 60%, ensuring you receive your eDocs earlier in the day—a priority for many of our users.

      Improvements

      Renewal Reviews

      • Enhanced Email Reporting and Stability

        We’ve made several improvements to how Quandri sends email reports, with the most notable being the elimination of partial reports. Previously, if a capability restarted during processing—say, processing 10 activities in the first two attempts and 50 in the third—the email report would only reflect the 50 activities from the final run. Now, all processed activities are included, even after multiple restarts.

        Additionally, we've upgraded the underlying technology powering email reports, which occasionally caused failures in the past. This upgrade ensures a more stable and reliable service moving forward.

      • Improved Pop-Up Handling

        Unexpected pop-ups in Epic have been a common cause of failed or delayed runs. We’ve developed a solution to manage most pop-ups that Epic may generate. Moreover, the system is built to handle any new pop-ups Epic introduces in the future, reducing interruptions and improving efficiency.

      Bug Fixes

      At Quandri, we invest substantial effort every month into fixing bugs within our platform. Most are caught during internal testing, with only a few affecting customers. Of the bugs that do affect customers, most are policy specific and are not widespread across an entire carrier or policy type.

      Renewal Reviews

      • Endorsement Validation

        A small number of Incorrect endorsement documents were selected when the policy number matched but the policy type didn’t. We refined the logic to ensure both the policy number and policy type must match.

      • Incorrect “No Items to Process” Emails

        Erroneous emails were sent due to retry logic. We fixed this by preventing incorrect notifications during retries.

      • Increased Accident Benefits Detection

        The capability incorrectly flagged "increased accident benefits" as absent due to a PDF extraction error for a specific set of policies. The extraction logic now accurately detects optional accident benefits.

      • Condo Single Limit Coverage

        Condo policies were incorrectly flagged for missing single limit coverage. We implemented carrier-specific rules to resolve this.

      • Aviva Claims-Free Discount

        Claims Free discount was mistakenly reported as missing for a select Aviva policy format. We updated the logic to ensure correct detection.

      • Wawanesa Overland Water Coverage

        The capability incorrectly flagged Overland Water coverage as missing as it did not recognize “Water Defense” as equivalent to “Overland Water”. We updated the extraction logic to ensure accurate reporting.

      • CAA Sewer Backup Coverage

        Sewer backup coverage was incorrectly reported as at the policy limit instead of $50k. The extraction logic has been updated to correctly pull the correct limit, instead of Policy Limit, for this format of document.

      • Commonwell Combined Limit

        The capability didn’t recognize "Combined Limit" as equivalent to "Single Limit." We've resolved this by adjusting the logic.

      eDoc Management

      • Intact Payment Reminders

        A small number of reminders were misclassified as Invoices. This issue has been fixed to ensure proper identification.

      • Peace Hills Endorsements

        Incorrect premiums were extracted for some Peace Hills endorsements. We resolved this by updating the extraction logic.

      • Peace Hills Payment Schedules

        Certain payment schedules were misclassified as Registered Letters. The classification logic has been corrected.

      • Epic Character Limit

        Some documents were not renamed correctly due to exceeding Epic's character limit. We implemented a fix to ensure descriptions remain within the limit.

      Technical Updates

      • Microsoft Edge Integration

        In July, a Google Chrome update caused an outage, blocking access to Epic. To prevent this in the future, we enabled our capabilities to work with both Google Chrome and Microsoft Edge, ensuring uninterrupted functionality if one browser fails.

      • Framework and Library Upgrades

        We upgraded internal frameworks and libraries to strengthen security by addressing known vulnerabilities, enhancing compliance with industry standards, and improving overall performance. These updates help ensure our platform remains secure, stable, and reliable against emerging threats.

      Coming Soon: Policy Requoting

      As announced at AppliedNet 2024, we’re excited to introduce our new Policy Requoting capability. Designed to work alongside Renewal Reviews, this feature will allow brokerages to automatically quote policies using Applied Rating Services.

      We’ve collaborated with a select group of forward-thinking brokerages across Canada to develop and refine this capability. Now, we’re opening the waitlist for early adopters. You can use this link to learn more about Policy Requoting and book a demo with the Quandri team.

      Additional Resources

      • New Website

        Explore our updated website, showcasing our shift toward renewal intelligence. Visit here.

      • Knowledge Base

        Access our new knowledge base, aligned with our renewal intelligence focus. Find it here.

      • Support

        Need help? Reach out to us at support@quandri.io.

      • Feedback

        Your feedback is invaluable. You can now share your thoughts directly through the platform, or as always through support or your Customer Success Manager.

      Final Notes

      We’re excited about the progress we’ve made this month and are grateful for the invaluable feedback you’ve provided along the way. Your feedback is critical in shaping what we work on and we encourage you to keep sharing your thoughts as we continue to improve. We’re equally excited about what’s coming next and look forward to partnering with you as we take the next steps together.