Within the Activities & Workflow section of Renewal Reviews in Platform, you can configure exactly what activities are being processed and how they flow from Quandri to your brokers.
Renewal Activities
Under the Renewal Activities, enter the renewal eDoc activity code(s) that you would like the Renewal Reviewer capability to process. If you would like duplicate renewal eDoc activities to be closed, select this option.
Policy Type
Select which personal lines policy types you would like the Renewal Reviewer capability to process. Any activities with codes that are not configured will be reassigned as an exception or closed.
Reassignment
Configure whether successfully reviewed policies should be reassigned to a staff member or servicing role, or closed.
Tip: You may wish to close the renewal eDoc activity if you have additional activity creation configured in order to streamline workflows and minimize duplication.
Exceptions Assignment
It is normal to have 5-10% of exceptions per day, which are activities that the Renewal Reviewer capability could not process. Configure who you would like these activities assigned to for manual processing.
Secondary User Code
Sometimes, the servicing contact specified for reassignment may not appear as an option when changing activity ownership. In this scenario, the Renewal Reviewer capability requires a user code to assign activities to to prevent a backlog of unassigned activities from accumulating.
Can’t resolve your issues via our Knowledge Hub? Email us at support@quandri.io with your query.