Last month, we introduced Connect, our brand-new AI-powered client communications capability. If you missed the launch webinar, you can catch the recording here.

This month, we’re keeping the momentum going with more enhancements to Connect, along with powerful new improvements to our Policy Checking capability. Read on to see what’s new and how these updates can help you streamline your personal lines renewal workflow even further.

Enhancements 🌟

POLICY CHECKING

Processing rate visibility

A new processing rate metric has been added to your Dashboard. This metric shows how many activities were successfully processed by Quandri versus how many resulted in exceptions—giving you clearer insights into Quandri's overall impact on your agency.

Increased flexibility with the ability to run two different additional activities

Users have increased flexibility with the ability to configure two additional activities, each with its own trigger, assignee, and activity code. For example, one activity can be configured using a premium increase threshold and assigned for requoting, while a second activity can be configured for missing minimum standards and routed differently. Note that if both triggers are hit, only one activity will be generated.

Policy type code handling

You now have greater control over how activities are managed. Activities associated with policy-type codes that you don't want Quandri to process or are unsupported can now be closed or reassigned. Previously, these activities were automatically closed.

Flexible handling of original activities

When an additional activity is generated, you now have the option to either close the original activity or leave it open and reassign it as a standard successful activity. This provides added flexibility compared to the prior setup, where original activities were always closed.

Open activities are now a reportable attribute, providing deeper account understanding 

Quandri can now identify and report on specific open activities. In your configuration settings, you can specify which activity code(s) to monitor. If Quandri detects these open activities on an insured’s account, they will be included in the reporting—offering a more comprehensive understanding of account activity.

More carriers added

The list of carriers we support keeps growing (and we're not stopping) click below to view a list of the current carriers we support;

CONNECT

Maintain consistency and professionalism with new admin configurations

We've introduced administrator-only configurations that allow agencies to customize the opening, closing, and signature sections of client emails. These settings are enforced across the organization, helping ensure all communications consistently reflect your agency’s professionalism and brand tone.

While these sections are standardized, personalization is still supported through the use of tokens that automatically populate client-specific information, such as their name, carrier, and policy number. This ensures every email feels tailored while maintaining a polished, unified brand voice