Guide Contents

1. Epic Integration
2. DNS Configuration
3. Servicing Role Configuration
4. Email Configuration
5. Next Steps
    

1. Epic Configuration

Access Quandri to start the process

Quandri can be accessed at: https://app.goquandri.io/. 

You should have access already. If you need to reset your password or require support to login, please contact your Implementation Manager or our Support Team.  
 

Integrating Quandri with Epic

1. Please enter your integration information on the Integrations section located in the left navigation. The three values that are needed are:
   1. Epic SDK Proxy URL
   2. SDK Authentication Key
   3. Database Name
       
2. Select “Add” and it will take a short time (10-40 seconds) to validate if the information is correct. If it is successful you will receive a success message stating it is active. If it is not successful you will receive and error message. 
   1. If you receive an error message, you may have typed in the SDK information incorrectly or included a space at the end of the fields. Try again, and if not successful you will need to double-check the information with Epic.
       

      

   2. The integration on the page will say “Active”. This means it is successful and emails will attach to Epic as desired. 
      

      

2. DNS Configuration

We will confirm the domain from which you want to send emails. Once confirmed, your Implementation Manager will send you a set of DNS information that has to be applied in order to send on your behalf. An example of what will be provided is below. 

If you want to send from a sub domain, we can also support that.

Quandri Connect Mock DNS Records Examples

3. Servicing Role Configuration

Within Quandri, we use the Servicing Role at the policy level to identify the agent or broker. When configuring this within Connect, the Servicing Role value must be entered exactly as it appears in your EPIC instance. Please note that this field is case-sensitive; therefore, the role title must match character-for-character. Quandri will use this role to automatically pull the associated agent’s name and email address.

Navigate to Connect > BMS. By completing this field it will fill in the reply to email address, send as address and place the name and email of the individuals into the variables available for use in the email. 

4. Email Configuration

1. To configure the email set up you can get there by going to Connect > Email.
    
2. The following areas can be customized for the email:
   1. Opening 
   2. Closing
   3. Signature
       
3. Additionally, you can configure the subject line. Variables are also accepted here.
    
4. Within these sections, you can also add additional formatting such as bold, underlining, text colours, hyperlinks, images etc.
    
5. Once customize your email template by hitting “Save” on the bottom right, you will be able to see a preview of your email to ensure it looks as you expected. 

Variables

Below are the variables currently available within Connect.
 

Sample Configuration

• Opening
  Hello {{ client_first_name }}
  I'm reaching out regarding your {{ carrier }} policy renewal. I have completed a thorough review of your coverage and highlighted important insights below. I recommend that you review them carefully to ensure that the amounts of insurance and coverages are adequate for your needs.
   
• Closing
  Please let me know if you'd like to discuss any adjustments – whether adding optional coverages, bundling your policies, or reviewing your updates to ensure your protection is as complete as possible. If you have any questions or would like to make changes, please don't hesitate to reach out.
   
• Signature
  Best regards,
  {{ policy_assignee }}

Sample Email Output:

5. Next Steps

1. Reviewing Configuration
   1. During the first weekly sync following the Quandri Kickoff, your Implementation Manager will review your configuration and Epic integration and ensure that everything is set up properly. 
   2. If you are not able to complete the above steps prior to your first scheduled sync following the Kickoff, or if you have questions about any specific details, your Implementation Manager will work through it with you during the meeting. 
       
2. Beginning Testing
   1. Once we have confirmed that the configuration is correct, we can begin.
   2. As we go through testing, we will make adjustments to the configuration as needed, to ensure that the output results match your needs. 
       
3. Concluding Testing
   1. Testing will continue for as long as necessary to see satisfactory results.
   2. When we are satisfied with the results, we can schedule the training session with the larger user group.