To protect your clients’ privacy, Quandri’s AI never uses any personally identifiable information. Instead, it securely pulls the necessary data directly from your BMS using variables. These variables include:

• {{ policy_number }} -- Example: 938280086
• {{ carrier }} -- Example: Progressive
• {{ effective_date }} -- Example: 2025-05-30
• {{ expiry_date }} -- Example: 2026-05-30
• {{ premium }} -- Example: 764.00
• {{ client_name }} -- Example: Alan Liu
• {{ client_email_address }} -- Example: [parnold@example.org](mailto:parnold@example.org)