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Quandri Knowledge Hub

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Please fill out the contact form below and we will reply as soon as possible.

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            Policy Checking

            • What policy types are supported?

              Quandri has the ability to automate policy checking for the following policy types:
               

              • Home
              • Auto
              • Fire
              • Inland Marine
              • Umbrella
            • What carriers does Quandri support?

              Quandri currently supports the following Carriers, while adding more each week: 

              Acuity
              Allstate Insurance Company
              American Modern
              Arbella
              ASI
              Auto Owners
              Bear River Mutual Insurance Company
              Berkley One
              Brethren
              Bunker Hill
              California Automobile Insurance Company
              California Fair Plan
              Central
              Chubb
              Cincinnati
              Citizens
              Concord
              Cumberland Ins Co
              Donegal
              Encompass
              Farmers & Mechanics Mutual
              Farmers Mutual of Nebraska
              Foremost Insurance Group
              Foremost Signature
              Goodville
              Grange
              Grinnell Mutual
              Hanover
              Hartford
              IMT Insurance
              Indiana Farmers
              Liberty Mututal
              Loudoun Mutual
              MAPFRE
              Mercury
              Michigan
              National General
              Nationwide
              New London County Mutual
              Northern Neck
              Openly
              PEMCO
              Penn National
              Philadelphia Contributionship
              Pioneer State
              Plymouth Rock
              Progressive
              Pure
              Safeco
              Selective
              Travelers
              Utica
              Vermont Mutual
              West Bend
              Westfield
              Windsor

            • Where does Quandri get the policy data from?

              The data is extracted from Epic. Quandri's Intelligence Engine then runs and analyzes the data, summarizing it into a report within the note of the downloading activity. 
               

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            Policy Requoting

            • What policy types are supported?

              At this time, Quandri requotes home and auto policies. These are the most common policy types & are often the driving factor when deciding to remarket an account.
              Unsupported policy types include: Condo, Tenants, Dwelling Fire, Inland Marine, Umbrella, and Marine policies.

            • How do package requotes work?

              Quandri automatically requotes both lines of business — whether packaged or not — even if they renew at different times or are with different carriers. This helps capture multi-policy discounts and better pricing opportunities.

            • How do we know quotes are accurate?

              Quotes are only as good as the data provided to them. We pull data directly from your AMS to reduce errors and ensure consistent inputs. For most carriers, final quotes are validated in the carrier portal, so you will have verified quotes in the portal upon completion.
              We only grab data from Epic. For items not present, we apply common defaults that can be verified in the carrier portal prior to binding. Examples include:

              • Education level: high school
              • Employment: generic “admin role”
              • Ownership of vehicle: look at prior policies to infer; otherwise, default to 5 years
              • DOB & DL#: these download into Epic and are critical inputs; without them, a quote may not return
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            Connect

            • Where do email replies go?

              When a customer replies to an AI-generated email, their response will appear directly in your regular email inbox. From there, you can continue the conversation with your client as you normally would.

            • Are emails saved to Applied Epic?

              Yes, once the email is sent from Quandri, it is automatically attached to Epic. Please note that this functionality requires Epic SDK access.

            • What variables does Connect have?

              To protect your clients’ privacy, Quandri’s AI never uses any personally identifiable information. Instead, it securely pulls the necessary data directly from your AMS using variables. These variables include:

              • {{ policy_number }} -- Example: 938280086
              • {{ carrier }} -- Example: Progressive
              • {{ effective_date }} -- Example: 2025-05-30
              • {{ expiry_date }} -- Example: 2026-05-30
              • {{ premium }} -- Example: 764.00
              • {{ client_name }} -- Example: Alan Liu
              • {{ client_email_address }} -- Example: [parnold@example.org](mailto:parnold@example.org)
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