This month, we’ve focused on making it easier to work across Quandri’s core features. Navigation in Connect has been streamlined, new options for Policy Requoting give you more control over quote results, and improvements behind the scenes mean better accuracy for claims and convictions. Each update is designed to help brokerages move through renewal and quoting tasks with less friction, and more clarity.

New Features 🚀

New Priority column for better focus

Quandri now displays policies with additional activities as High Priority in the new Priority column. When additional activities are triggered during a renewal — like when a premium increase threshold is met — Quandri automatically creates the additional activity in Epic and marks the policy as High Priority. Policies without an additional activity will display as Low Priority.

The Priority column allows for: 

• Improved visibility: Quickly identify policies requiring follow-up or immediate action.
• Time savings: Eliminate the need to cross-check Epic for additional activities.
• Streamlined workflows: Keep your team focused on high-impact tasks directly within Quandri.
  

  

Enhancements 🌟

CONNECT

Connect configurations have a new home

Connect configurations have been relocated to sit under the Configurations section, alongside Renewal Reviews and Policy Requoting.

Easier navigation: Grouped by home or vehicle

Connect now makes it easier to review policies by grouping everything on the left side by vehicle or home. Instead of seeing a long list with repeated addresses or vehicles, you’ll spot clear headers with details for each home or vehicle — making it much simpler to find what you’re looking for. This new organization matches the way you already review reports and keeps the navigation panel tidy, especially for policies with multiple cars or homes.

POLICY REQUOTING

Better processing support for private passenger policies with miscellaneous vehicles

Policy Requoting can now automatically detect and filter out miscellaneous vehicles — like motorcycles, snowmobiles, and RVs — during the auto requoting process. If a policy includes these vehicle types, Policy Requoting will identify and exclude them so the rest of the policy can be still requoted without interruption, instead of failing to process. You’ll see a quote note added in Epic listing the VIN and model type for each vehicle that was filtered out, so you always know exactly what was included in your quote.

Ability to exclude incumbent carriers

Brokers can now choose to have Policy Requoting automatically exclude incumbent carriers from the top three quote results and carrier-specific quote sheets. This means advisors will only see truly competitive market alternatives in those spots, making it easier to review and present new options to clients. The incumbent’s quote will still appear in the full Carrier Summary quote sheet for transparency. If you would like this configuration enabled for your team, please reach out to your Quandri representative. 
 

Fixes 🔧

CONNECT

• Fixed an issue where Connect displayed duplicate transaction records. The root cause has been resolved.

POLICY REQUOTING

• The issue where claims and convictions were being duplicated across drivers has now been fixed. Claims and convictions should now be correctly matched to the right driver during the auto requoting process, eliminating duplicate entries and ensuring accurate quote results.