To begin the configuration of your Quandri Connect capability, here is what your Implementation Manager will require:
 

1. Epic SDK Integration

Setup of Epic Custom SDK is required for Quandri. This requires consultation with your Applied Epic representative to set up with your IT team.

Quandri requires: 

1. Service URL (aka API endpoint)
2. Authorization key
3. Database Name

You can set up the Epic SDK integration directly in the Quandri platform by following these instructions.
 

2. DNS Configuration

We will work with your Personal Lines team and/or IT department to confirm the domain from which you want to send emails. Once confirmed, your Implementation Manager will send you a DNS records that need to be configured in your hosting provider (e.g. GoDaddy). 

Note: Quandri recommends using a sub-domain, rather than your primary domain. Common examples include: mail.youragency.com, renewals.youragency.com, and connect.youragency.com. 

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. Subject
   2. Opening 
   3. Body Prompt (your Implementation Manager will input our best practices prompt initially)
   4. Closing
   5. Team Signature
       
3. Within these sections, you can also add additional formatting such as bold, underlining, text colours, hyperlinks, images etc.
    
4. 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.