To enable Quandri's Policy Checking capability to begin processing activities for a new carrier, please follow the instructions below to update your Epic Interface Settings and Quandri Carrier Codes.

Update your Epic Interface Settings

1. Go to Configure > Interface > Company.
2. Select the new company that is being added. To ensure all activities for that company get sent to Policy Checking, please complete this process for all Company Codes, including Billing and Issuing Companies.
3. Select the RWL Status Code.
   
4. Select Status code ‘Renewal’.
   
5. Select the activity code that is currently being generated for Quandri. These are the activities that Quandri is currently receiving for the other companies that are already implemented.
   
6. Click ‘Finish’ on pop up and ‘Finish’ on ‘Company Interface’ screen.
    

Add Carrier Codes in Quandri

1. On the left-hand navigation, select ‘Carriers’
2. Use the search bar to find the Carrier Code you want to add
3. Select the pencil icon to edit
4. Add your company lookup codes to map them to our supported carriers
5. Remove or modify default codes we've included that do not apply to you.
   Note: There is usually no harm in leaving them there. In some rare cases, one of our default code mappings might conflict with your codes. In Quandri Carriers, a code can only be used for one carrier at a time. If this happens, simply remove the code from where we defaulted it, and add it to the correct carrier for you. The most common occurrence here is NATGEN1 being used for Nationwide for some agencies, and National General for others. 
6. Select Save and the changes will apply to the next run.