The Quandri advantage

Starting your day with Quandri means:

✓ Saving time: Pre-written, personalized emails eliminate hours of drafting manually. 

✓ Better client service: Automatically identified missing coverages help you provide more comprehensive advice.

✓ Proactive communication: Priority flags ensure time-sensitive renewals get immediate attention.

✓ Consistency: Every client receives thoughtful, personalized communication at renewal. 

✓ Flexibility: Get help handling renewals whether clients walk in, call, or email.

With Quandri, you can confidently manage your renewal communications while providing exceptional, personalized service to every client.

Here's how to get started.

Video tutorial:

Understanding the policies page

The Policies page shows all renewing policies within your brokerage. While this might seem overwhelming at first, Quandri's powerful filtering system helps you focus on what matters most to you.
 

Filter your policies

Use the filters at the top of the page to narrow down your view:

• Date range: Select from preset ranges or create a custom range using the date arrows.
• Premium amount: Filter by the total premium value.
• Change in premium: Focus on policies with significant changes, either by percentage increase or dollar amount (for example, filter for anything over a 10% premium increase).
• Assignee: Filter to see only policies assigned to you.
• Review status: Choose to view only policies with a specific status. For example, you can view those requiring email review, and hide those already sent.

Prioritizing your work

Quandri automatically prioritizes your policies to help you work efficiently. High-priority policies indicate that additional activities were triggered within your BMS, signalling they need your attention first.
 
 

Reviewing and sending renewal emails

When you select Review Email on a policy, you'll see a split-screen view designed to save you time:

Left side: Policy renewal analysis

This comprehensive analysis includes:

• Key attributes: Important policy details at a glance
• Missing coverages: Automatically identified gaps in coverage
• Talking points: Critical items to include in your communication or mention during in-person conversations

Quick Search functionality: If a customer walks in or calls, use the search function to instantly find specific coverage information. For example, searching for "Claims Protector" will immediately show whether the client has this coverage or not.
 

Right side: Personalized renewal email

Quandri generates a personalized renewal email for your client — already written and ready to send. This saves you significant time while ensuring every client receives thoughtful, customized communication.

Your email options

• Save and close: If you need more time, save your work without losing your progress. 
• Regenerate: Create a fresh version of the email.
• Skip email: If you’ve already connected with the customer in person, you can use this option. Sending a follow-up email is still a good idea, since it keeps everything documented for you and your team.
• Send: When you're satisfied, simply hit Send. 

Once an email is sent, the policy automatically moves out of your review queue, and you will see confirmation that it was sent. Additionally, the sent email will be saved back into Applied Epic.
 

Personalizing your settings

Access your Settings to customize your Quandri experience:
 

Your signature

Create a professional signature with full formatting capabilities:

• Choose your preferred font
• Add your company logo or other images
• Include links to your website or social media
   

Workspace theme

Select the appearance that works best for you:

• System preferences (recommended): Automatically displays light mode during the day and switches to dark mode in the evening.
• Light mode: Always use the bright interface, no matter the time of day. 
• Dark mode: Always use the dark interface, no matter the time of day. 
   

Account security

Update your password anytime to keep your account secure.