This month’s updates bring new ways to track policy progress, improve your client communication workflow, and make integrating with Applied Epic easier. In Connect, you’ll see a new Status column for clearer policy tracking, the ability to filter and save views by status, and an option to skip emails when you prefer to reach out through other channels. 
We also have some very exciting news that you can read about in our ‘Coming Soon’ section, so make sure to keep reading.

Let’s dive in!

Enhancements 🌟
 

CONNECT

Track and filter policies by status

The new ‘Status’ column replaces the old ‘Review’ column, giving you clearer visibility into each policy’s progress. Statuses include:

• Action required – review email
• Completed – sent
• Completed – skipped

You can also filter policies by status and save those filters into your custom views, making it faster to focus on the most relevant items without reapplying filters each time.
 

Choose to skip sending emails when needed

You can now skip sending an email for a specific policy, giving you the flexibility to contact clients through other channels—without disrupting the Connect process.
 

Add your SDK integrations with ease

You can now set up your SDK integration directly within the Quandri app. Select the new ‘Integrations’ page to add a new integration and input your SDK credentials – and voila! Your emails will now automatically get attached into Epic.