We’ve been busy behind the scenes making Quandri smarter, faster, and more reliable for advisors. From leveling up on how emails are customized and policies are prioritized, these updates are all about creating smoother workflows and expanding what’s possible with automation. Read on to see what we've accomplished for you this past month.

Enhancements 🌟

Filters That Stick

Have your go-to views that you want every time you view policies in Connect? Now, you can save your custom views – allowing you to work faster and smarter with views that match your workflows and priorities. 
 

More flexibility, better emails

We’ve enhanced Connect’s email component to give you more control and creativity. With these updates, you can now easily edit and customize messages and provide more context clarity through enhanced formatting. 
 

Improved client communication workflow

We've made it easier to move on after sending an email to a client. Once the email is sent, the window will now close automatically and return you to the main screen—removing extra clicks and helping you get to the next client email faster.