Quandri Knowledge Hub
Policy Prioritization
Overview
Quandri allows your team to identify and act on important policies fast with the Priority column. When Quandri triggers an additional activity—set up in the Policy Checking Configurations—it not only creates the corresponding activity in Epic but also marks that policy as High Priority directly in Quandri.
The Priority column provides the following benefits;
- Improved visibility: Quickly identify policies requiring follow-up or immediate action.
- Time savings: Eliminate the need to cross-check Epic for additional activities.
- Streamlined workflows: Keep your team focused on high-impact tasks directly within Quandri.
How It Works
When additional activities are triggered during a renewal—such as when a premium increase threshold is met—Quandri automatically creates the additional activity in Epic and marks the policy as High Priority in Quandri. Policies without an additional activity will display as Low Priority.
Do I need to enable this feature?
No. This feature is automatically available for all users who set up configurations to trigger additional activities.
Can I customize the priority labels?
Not at this time. Policies are categorized as either High or Low Priority based on the presence of additional activities.
Where can I see the Priority column?
The Priority column is visible on the Policies page as a column.
Need more help?
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