This article will cover the best practices required for successful policy checking automation with Quandri.

1. Configure Quandri 

The first step with any new tool is to make sure Quandri is configured in alignment with your process. Here’s how:

1. Set up at least 2 users in Quandri. Adding multiple users, such as members of your operations team or front line champions, will drive deeper understanding of Quandri's functionality and workflow across your team. 
2. Update Quandri whenever you add or change an activity code or policy type.
3. Keep yourself up to date on Quandri features and attributes via Quandri's Product Updates. Don’t forget to discuss these changes with your Customer Success Manager!
4. Make adjustments to the configurations based on Quandri releases.
    

2. Make the necessary changes to your workflow

A core component to successful renewal reviews is to make some mandatory changes to the renewal process. Support your team with this transition by:

1. Communicating and training your team on how Quandri's Policy Checking capability will augment their current workflow and free up valuable time for them to focus on client relationships and revenue-driving initiatives. 
2. Changing the Epic activity to include reviewing the policy analysis summary as the first step in your updated workflow.

Determine if there are any renewals that Quandri will not handle. If any renewals will not be supported, make sure to have a different process outlined and communicated to your team.

3. Set up a recurring communication cadence with Quandri

Quandri relies on having awareness of your product needs for a successful and long-term partnership. You can support this need by completing our support form to report opportunities for improvement or ask questions.

Some areas where your team can share feedback are:

• Renewal review summaries
• Review exceptions on the daily report
• New Carriers
• Added Coverages or Attributes

4. Optimize your Epic activities

The success of the Policy Checking capability relies on proper Epic configurations. When making changes to your Epic setup, remember to:

1. Use working groups for Activity management as much as you can. If this is not possible, ensure a best practice is in place for employee changes.
2. Do you have items being sent to a Secondary user code? If so, review why and make corrections to ensure future items can be passed along to the appropriate Advisor.
3. Set up Additional Activity Triggers for areas you want to call out or have special handling for.
4. Measure the time Advisors spend save on the improved process to showcase Quandri's value and ROI. 

5. Empower your agents for sales success

Now that Quandri is set up with the right configurations in place, it’s time to for your agents to start capitalizing on their time saved by upselling your renewals. Here’s how:

1. Have agents call the customers with upsells based on what Quandri has provided in the review.
2. Remind agents to Add notes to the renewal activity to track all changes.