Starting your day with Quandri means:

✓ Saving time: Pre-written, personalized emails and automated requoting eliminate hours of manual work.

✓ Competitive options: Automatic requoting identifies competitive policy options, helping you retain clients.

✓ Better client service: Intelligent insights and automatically identified missing coverages help you provide more comprehensive advice.

✓ Proactive communication: Priority flags ensure significant premium increases and requoting opportunities get immediate attention.

✓ Consistency: Every client receives thoughtful, personalized communication with competitive options.

✓ Simplified workflow: Manage all your personal lines renewals in one place instead of digging through your AMS.

 

Video tutorial:

Understanding the policies page

The Policies page shows all renewing policies within your agency. 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, you can filter to view anything over a 10% premium increase).
• Assignee: Filter to see only policies assigned to you.
• Review status: Choose to see only policies that have a specific status. For example, to view those requiring an 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 AMS, signalling they need your attention first.
 

Reviewing requoted policies

When you select Review Quote on a policy that's been automatically requoted, you'll see comprehensive results to help you provide the best advice:

Quote results overview

At the top, you'll see a quick overview showing:

• Current Policy: Your client's existing coverage broken down by auto, property, and umbrella.
• Quote Options: A high-level overview of alternative competitive options.
   

Coverage comparison

For more details, review the coverage comparison list to see side-by-side differences between the top options.
 

Select and generate an email

Once you've reviewed the options:

1. Select your preferred carrier: Choose the best option for your client.
2. Hit Generate Email: Quandri will write a personalized email for your review.
    

Reviewing and sending renewal emails

After generating an email, 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 time while ensuring every client receives thoughtful, customized communication at renewal. 

Your email options

• Save and Close: If you need more time, save your work without losing any 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. 
• Add Attachments: Include any relevant documents with your email.

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 your AMS.
 

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 interface theme 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.