Policy Requoting Implementation Guide

To begin the configuration of your Quandri Policy Requoting capability, here is what your Implementation Manager will require:

1. SDK Access

Setup of Epic custom SDK is required for Quandri. This requires consultation with your Applied Epic representative to set up with your IT team.

Quandri requires: 

1. Service URL (aka API endpoint)
2. Authorization key
3. Database Name

You can set up the Epic SDK integration directly in the Quandri platform by following these instructions.

2. Requoting Epic User Code

Please create a Requoting Epic User Code (this does not require a license).

1. From the Locate account dropdown, select Employee
2. Click the + button add an employee account
3. Complete the Employee Name (First and Last) fields
   1. Account name and Lookup code will automatically generate upon finishing  
   2. Complete Email 1
   3. Select the correct Structure
4. Click Finish

3. Email Account

4. Complete Carrier Portal Registration

Your Quandri Implementation Manager will provide a list of supported carriers for the states in which you write. Please create a user for each carrier portal. If the carrier portal requires MFA, default to authenticator app and let your Implementation Manager set it up. If authenticator app is not an option, select email MFA and point it at the email address you created in Step 3. 

For each carrier, you will need the following:

• Username
  • Please use the username syntax “AgencyName_Quandri” where possible or similar, ensuring your agency name is included. 
• Password
• Secret key for MFA (if applicable)
• Agency code