Another month, another set of updates built to make your team's life easier. This one brings source data transparency, a permanent BCC setting for renewal emails, consolidated policy filters, and four new carrier additions. Here's what's new.

New carriers added

Quandri now supports five additional carriers for intelligent policy analysis, enabling more of your book to be reviewed automatically. If your agency writes business with any of the following, you're covered:

●     Central Mutual

●     Frankenmuth

●     Fremont

●     West Bend Insurance Company

●     Safeco, now expanded to Washington state  

See every data point Quandri pulled

Ever wonder exactly what information Quandri is pulling from your BMS? Now you can see it for yourself. A new Source Data tab appears on every renewing policy, showing the current and renewal-term extraction results for coverages, contacts, vehicles, drivers, discounts, and claims. It's full transparency into how Quandri works, right where you need it.

One thing to note: if you want to include any source data in your renewal emails, that will need to be added manually for now.

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Simplified filters, less clutter

 Less clutter, same control. All filters for renewing policies are now grouped into a single dropdown, giving your team a cleaner, more streamlined view without removing anything. It's a small change that makes the day-to-day a little smoother.

Keep track of emails with automatic BCC

A new permanent BCC setting in your Quandri email configuration means every renewal email you send automatically copies your chosen address. No manual entry, no missed copies. It's a simple way to keep your records clean and your team aligned.

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Fixes 

Accuracy matters, and we're always working to improve it. Here are the carrier-specific fixes that went out this month:

●     Bear River: Identity Fraud on property policies

○     Identity Fraud is not offered on Bear River property policies, so alerts have been removed to keep your reviews accurate and noise-free.

●     Foremost: Service Line on property policies

○     Quandri now correctly detects Service Line coverage on Foremost property policies.