Overview

Quandri can attach every renewal email it sends to the policy in AMS360. Each email is saved as a PDF on an activity, so your client file shows what went out and when, without anyone attaching it by hand.

An admin turns this on in Quandri and sets the action code Quandri uses for the activity.

How to turn it on

1. Log in to Quandri.
2. Go to Configurations > Policy Analysis.
3. Under Log Renewal Emails in AMS360, turn on Create Activity.
4. In Action Code, enter the action code Quandri should use for the activity.

Quandri logs every renewal email sent from this point on. Emails sent before you turned it on are not added.

What gets logged

• An activity on the policy with a PDF of the renewal email as it was sent.
• The action code you entered.
• The text in Description. The default is "Renewal email sent to insured (Quandri)."
• For an email that covers two or more policies on one account, a copy of the same email on each policy.

Good to know

• Only emails sent after Create Activity is on are logged.
• Without an action code, Quandri cannot create activities.
• Quandri does not show an error if an activity is not created. If activities are missing, check that an action code is set.
• Quandri does not create follow-up tasks or suspenses.

Need more help?

Reach out to Quandri Support if you can't find what you are looking for in our Knowledge Hub