Quandri Knowledge Hub
January 2026 Updates
Happy 2026! Here’s to fresh starts, new goals, and smoother workflows. As the calendar resets, we’re kicking off the year with a lineup of enhancements designed to kick your year into high gear.
Check out what’s new this month, including the power to create exclusion rules for your policy checking summaries — helping you work smarter, stay focused, and deliver even better results for your clients.
POLICY CHECKING
Set rules for your Policy Checking summaries
Whether you color inside or outside the lines, you’re going to like our newest feature. Introducing: Rules.
No red tape here — just a simple way to set your own renewal report exclusions to control what appears in your summary. The best part? You can manage it all directly in Quandri.
What this means for you:
- Create and edit exclusion rules: Instantly update and edit rules to specify exclusions from policy checking reports
- Have more control: Help your team stay ahead during busy renewal periods by easily adding new rules not yet in the system.
You can learn more about it with this article: How to set up and manage report rules
Managing Report Exclusion Rules - Watch Video
New Carriers added
We’ve added two new carriers to expand our Renewal Intelligence coverage. Support has been added for the following carriers in Policy Checking:
- Bear River
-
Hartford
Accuracy Improvements
- Expanded coverage reporting: Per-person coverage is now reported on alongside per-accident details. Agents now have the complete Bodily Injury Liability coverage breakdown, and these details can be included in emails generated by Connect.
- Clearer deductible updates: Wind and hail deductible changes are now more accurately reported. When a value changes from blank to a dollar amount, it’s marked as “added.” Changes from $0 to a higher amount are marked as “increased.”
POLICY REQUOTING
Get clarity on carrier quote declines
Agents can now easily see which carriers declined to quote and the specific reasons behind each decision. A new table lists every carrier that opted out of providing a quote, along with detailed reasons why. This helps agents understand market constraints during the requoting process, making it easier to advise customers on their coverage options.

Annualized premium display for clear comparisons
Now, six-month carrier quotes are automatically converted and displayed as 12-month equivalents in the quote comparison view. This means you can accurately compare all quotes on an apples-to-apples basis without manual calculation, eliminating the confusion when comparing quotes across carriers with different policy terms.