Quandri Knowledge Hub
Outreach Insights: See How Your Renewal Outreach Is Going
Overview
Outreach Insights shows what happened to every renewal policy Quandri processed for your team: who acted on it, whether an email went out, and whether that email reached the client. Use it to see how your team is using Quandri and to catch emails that never made it to the client.
Outreach Insights is available to Admins on teams using Connect.
How to open Outreach Insights
1. Log in to Quandri.
2. Click Insights in the left menu.
3. Click the Outreach tab at the top of the page.
What you are looking at
The page has four sections, top to bottom.
| Section | What it shows |
|---|---|
| Metrics | Headline numbers for the period: Action rate, active users, time to action, policies processed, send rate, delivery rate, undelivered emails, and open rate |
| Performance table | One row per team member, so you can see each person’s activity side by side |
| Outreach Status chart | Bar by processed day, week, or month, depending on the date range, show what was still to review, what was completed and what was sent. |
| Actions Table | Every policy in the period, with the action taken and what happened to the email |
How the number fit together
The top row counts policies processed and the actions taken. The bottom row counts delivery metrics of emails sent.
- Action Rate: policies with an email sent or marked complete, divided by policies processed.
- Send Rate: policies with a connect email sent, divided by policies processed
- Delivery Rate: emails delivered, divided by sent emails that have a delivery result. Emails still waiting for a result are left out.
- Open Rate:
This is why the Sent count under Delivery Rate can be lower than the count under Send Rate. Emails still waiting for a delivery result sit outside the delivery numbers. In the Actions table these tows show No Signal.
Filtered to one user, Sent Rate counts every policy that user emailed, including on a teammate's behalf, as a share of the policies assigned to them. It can go above 100%.
Hover the info icon on any metric to see what it means directly within Quandri.
How to set the date range
Everything on the page follows the processed date: the day Quandri processed the policy, not the policy’s effective date.
1. Click the date range at the top of the page.
2. Choose a preset, or pick your own start and end dates.
3. Click Apply.
Every metric, bar, and row updates together.
How to filter to your own team or a single person
· Assigned only is turned on by default. It limits the page to policies whose servicing agent in your broker management system is an active Quandri user on your team. Turn it off to see numbers for the whole brokerage.
· Use the Users filter to focus on one person.
How to see policies still to review
The Actions table shows actioned policies by default: policies where an email was sent or a user marked the policies complete.
1. Open the status filter on the Actions table
2. Select To Review to see only what is still not actioned, or All to see all policies processed in the period.
How to find emails that did not reach the client
1. Scroll to the Actions table at the bottom of the page.
2. Open the Delivery Status filter and select Undelivered.
3. Read the Undelivered Reason column to see why each one failed. Common reasons include address does not exist, inbox temporarily unabilable or blocked by the recipient's provider.
4. Click a row to open that policy in Connect.
5. Correct the client’s email address in your BMS, then send the email again from Connect.
Quandri does not resend these automatically. Fixing the address and resending stays with your team.
How to check on your team
1. Look at the Performance table.
2. Read across a person’s row: what they actioned, what is still to review, how many emails they sent, and how long they took to action.
3. Check the Renews Soon and Overdue columns. Overdue means the policy’s effective date has passed with no outreach actioned.
4. Click any column heading to sort by it.
How to export
1. Click the export button on the Performance or Activity table.
2. The file downloads as a CSV with your date range and filters already applied.
Each table exports on its own, so export both if you want the full picture.
Good to know
· Email delivery tracking started on July 7, 2026. Emails sent before that have no delivery result, and they are left out of the delivery rate rather than counted as failures.
· Open rate needs open tracking turned on for your sending domain. Where it is off, the metric shows n/a.
· Completed means the outreach was handled, not that the client renewed. The reason records how: no contact needed, already in communication, called, texted, or mailed.
Best practice
Check Undelivered once a week and clear the list. An undelivered renewal email is a client who was never contacted, and the sooner the address is fixed, the sooner they hear from you.
Need more help?
Reach out to Quandri Support with your query if you can’t find what you are looking for in our Knowledge Hub.