As the year draws to a close, we’re reflecting on an incredible 12 months of innovation in the insurance industry. From enhancing our Renewal Intelligence Engine to launching a new user interface and unveiling our rebrand with a fresh website, it’s been a transformative year. Most exciting of all, we introduced automated Policy Requoting capability—setting the stage for even more impactful advancements to the personal lines renewal process.
And trust us, we’re just getting started. 2025 promises to be even bigger!
Pour yourself a glass of eggnog (or your favourite festive beverage) and dive into our latest product updates:
New Features 🚀
PLATFORM
.png?width=688&height=387&name=Multi%20Epic%20Licenses%20Configuration%20(2).png)
Renewal processing that keeps up with your growth
As your brokerage grows, so does the demand for efficient renewal processing. Quandri’s latest enhancement now allows brokerages to add additional Epic user licenses to the platform, enabling simultaneous handling of renewal reviews. This upgrade ensures even high-volume renewals are completed quickly and without backlogs. Learn more about implementing this solution here.
Key benefits include:
- Faster processing: Complete high-volume renewals without delays or backlogs
- Scalability: Easily accommodate increased renewal volumes as your brokerage grows
- Efficiency: Enable simultaneous handling of renewal reviews
- Customer Satisfaction: Continue to deliver proactive and valuable service to your clients
RENEWAL REVIEWS
Automatic Credit Consent Checks for Wawanesa Auto Policies
At Quandri, we’re all about eliminating tedious manual work. That’s why we’ve added an automatic credit consent check for Wawanesa auto policies. Brokers no longer need to sift through dec pages to confirm consent; our system does it for you.
Enhancements 🌟
RENEWAL REVIEWS
- Visible premium increase
The percentage change of premium on the renewal is now directly displayed in the activity description - allowing for faster prioritization directly from Epic’s Home page
- Improved Service Summary Row (SSR) reporting
Improved consistency in reporting the SSR row for endorsements that happen throughout the policy term
- Smarter renewal logic for even greater efficiency:
-
- Added logic to exclude checking for Home systems protection & backwater valve discount coverage for Intact policies, as these are not applicable
-
- Removed checking for utility updates for condo and tenant policies as these are not relevant for these policy types
-
- Added logic to exclude checking for GRC & multi-line discounts for seasonal policies as these are not applicable
-
- Added logic to account for GRC & Single Limit coverage being included within Aviva’s Dolce Vita Policy Form
- Added logic to account for GRC & Single Limit coverage being included within Aviva’s Dolce Vita Policy Form
Fixes 🔧
RENEWAL REVIEWS
-
Fixed an issue where minor conviction protection was incorrectly flagged as missing for Intact policies
-
Resolved an issue that was causing a high level of exceptions for SGI policies
EDOC MANAGEMENT
- Updates were implemented to improve the classification and renaming of Travelers billing documents.
Coming Soon 🥳
What’s on the horizon? As we gear up for 2025, the excitement goes beyond a new year, the first all-civilian space mission, and the Paris Olympics. While we may not be heading to space, our Quandronauts have big plans in motion. We're pushing the boundaries of what's possible in renewal intelligence, and trust us when we say, this is only the beginning.