Overview

Outreach Insights shows what happened to every renewal policy Quandri processed for your team: who acted on it, whether an email went out, and whether that email reached the client. Use it to see how your team is using Quandri and to catch emails that never made it to the client.

Outreach Insights is available to admins on teams using Connect.

How to open Outreach Insights

1. Log in to Quandri.

2. Click Insights in the left menu.

3. Click the Outreach tab at the top of the page.

What you are looking at

The page has four sections, top to bottom.

Hover the info icon on any metric to see what it means.

How to set the date range

Everything on the page follows the processed date: the day Quandri processed the policy, not the policy’s effective date.

1. Click the date range at the top of the page.

2. Choose a preset, or pick your own start and end dates.

3. Click Apply.

Every metric, bar, and row updates together. The one exception is the By week tab on the Performance table. It always shows the last 8 weeks, counted by when the work happened, so the date range does not change it.

How to filter to your own team or a single person

· Assigned to my team is turned on by default. It limits the page to policies whose servicing agent in your broker management system is an active Quandri user on your team. Turn it off to see numbers for the whole brokerage.

· Use the Users filter to focus on one person.

· On the By week tab, the Users filter applies and Assigned only does not.

How to find emails that did not reach the client

1. Scroll to the Activity table at the bottom of the page.

2. Open the Delivery Status filter and select Undelivered.

3. Read the Undelivered Reason column to see why each one failed. Common reasons include the address not existing, the inbox being full, or the recipient’s provider blocking the message.

4. Click a row to open that policy in Connect.

5. Correct the client’s email address in your BMS, then send the email again from Connect.

Quandri does not resend these automatically. Fixing the address and resending stays with your team.

How to check on your team

1. Look at the Performance table.

2. Read across a person’s row: what they completed, what is still to review, how many emails they sent, and how long they took.

3. Check the Renews Soon and Overdue columns. Overdue means the policy’s effective date has passed with no outreach completed.

4. Click any column heading to sort by it.

How to see what your team did each week

Every other panel counts policies by the day Quandri processed them, so work on an older policy never shows up in the week it happened. By week counts it in the week the work was done.

1. Scroll to the Performance table.

2. Click By week at the top right of the table.

3. Read across a person’s row. Each cell is the number of policies they emailed or marked complete that week.

4. Each week heading shows the Monday the week starts. Last week marks the most recent full week. So far marks the week in progress. Total adds up all 8 weeks.

5. Darker blue means more work. Shading compares each cell to the busiest person-week in the table, so it changes when you filter users.

6. The table opens sorted by Last week, highest first. Click any column heading to sort by it. Sort Total lowest first to see who hasn’t started.

Everyone on the team gets a row, even with no activity.

How to export

1. Click Export on the Performance or Actions table. On the Performance table, you export whichever tab is open: Summary or By week.

2. The file downloads as a CSV. The Summary and Actions files use your date range and filters. The By week file uses your Users filter and always covers the last 8 weeks.

Good to know

· Email delivery tracking started on July 7, 2026. Emails sent before that have no delivery result, and they are left out of the delivery rate rather than counted as failures.

· Open rate needs open tracking turned on for your sending domain. Where it is off, the metric shows n/a.

· Completed means the outreach was handled, not that the client renewed. The reason records how: no contact needed, already in communication, called, texted, or mailed.

· On the By week tab, each week starts Monday at midnight in your time zone.

· On By week, a policy actioned twice in one week counts once. If it is actioned again in a later week, it counts there too.

· By week will not match Actioned on Summary. Summary counts policies processed in your date range. By week counts policies in the week someone acted on them.

Best practice

Check Undelivered once a week and clear the list. An undelivered renewal email is a client who was never contacted, and the sooner the address is fixed, the sooner they hear from you.

Need more help?

Reach out to Quandri Support with your query if you can’t find what you are looking for in our Knowledge Hub.