Another month, another set of updates built to make your team's life easier. This one brings combined renewal emails for multi-policy clients, source data transparency, and a permanent BCC setting for renewal emails. Here's what's new.

Send all renewals in a single email

Managing multiple policies for the same client just got simpler. When renewals land on the same day, Quandri now pulls them all into a single screen so your brokers can review everything and send a single, clean, consolidated renewal email covering every policy. Less back-and-forth, more time saved.

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See every data point Quandri pulled

Ever wonder exactly what information Quandri is pulling from your BMS? Now you can see it for yourself. A new Source Data tab appears on every renewing policy, showing the current and renewal-term extraction results for coverages, contacts, vehicles, drivers, discounts, and claims. It's full transparency into how Quandri works, right where you need it.

One thing to note: if you want to include any source data in your renewal emails, that will need to be added manually for now.

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Simplified filters, less clutter

 Less clutter, same control. All filters for renewing policies are now grouped into a single dropdown, giving your team a cleaner, more streamlined view without removing anything. It's a small change that makes the day-to-day a little smoother.

Keep track of emails with automatic BCC

A new permanent BCC setting in your Quandri email configuration means every renewal email you send automatically copies your chosen address. No manual entry, no missed copies. It's a simple way to keep your records clean and your team aligned.

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Fixes 

Accuracy matters, and we're always working to improve it. Here are the carrier-specific fixes that went out this month:

●     Gore Mutual: Third-Party Liability for trailers

○     Quandri now correctly detects Third-Party Liability coverage on Gore Mutual trailer policies.