Your team access, more secure. Your policy list, organized your way. Your views, more focused.

This month, we’re making it easier to organize your policy list with customizable columns and new policy type filters. Enterprise agencies can also simplify user management with SSO and SCIM, making secure access easier to manage as their teams grow.

Enterprise agencies can now manage Quandri access with SSO and SCIM

Enterprise agencies can now use SSO for more secure employee access and SCIM to automate user provisioning and deprovisioning, reducing IT overhead and simplifying user management across large organizations.

Learn more by contacting your Customer Success Manager. 

Organize your columns to match how you work

Use the new Columns button to reorder your columns, such as moving the client’s name to the first position. Quandri saves your preferences to your account, so you only need to set your layout once.

 

Filter by policy type

Select one or more policy types, such as Auto, Home, or Habitational, to focus on a specific part of your book. Policies with no type on file appear under Unspecified. Combine this filter with your other filters and saved views to narrow your list further, such as viewing Home policies assigned to a specific user.