We’ve rolled out new updates designed to make renewal reviews and requoting faster and more effective for your brokerage. With these improvements, you can now filter out non-preferred carriers from quote results and choose whether activities are created at the policy or account level. Here’s what’s new:

New Features 🚀

RENEWAL REVIEWS

Exclude carriers you don’t want to quote with

On the updated version of Quandri, you can now easily exclude non-preferred carriers from your quote results, so you only see the options that matter most to your brokerage.

With this update, your brokerage can:

• Save time: Instantly filter out non-preferred carriers, so you can concentrate on the most relevant, competitive options.
• Support your business strategy: Align quote results with your brokerage’s priorities and client relationships.
• Make faster decisions: Reduce clutter and simplify quote evaluation by only surfacing the most relevant choices.

Enhancements 🌟

RENEWAL REVIEWS

Associate additional activities with the policy

You can now decide whether Quandri’s additional activity triggers create activities at the policy level or the account level. When setting up policy monitoring triggers — like premium changes or missing coverages — you can choose where the activity will be created.

REQUOTING

Increased accuracy for graduated licensing dates

Quandri now delivers greater accuracy when checking graduated licensing dates. If Epic data is missing or incorrect, Quandri will automatically verify and update it. An activity note is added in Epic with the corrected license dates used for quoting, plus a reminder to review and confirm the details.

Automatic flag for missing credit consent

Quandri now adds a flag note to any quote generated without credit consent. If credit consent is set to “No,” either by default for the insured or by your brokerage for new quotes, the note alerts brokers that the rates were calculated without credit consent.