When agencies do not use Quandri, policy-checking tasks are typically dispersed to multiple people throughout the organization to disperse the workload to different individuals. These individuals will get renewals automatically assigned to them to work on. This is done through settings within the agency management system, where the agent can assign specific activity codes to different people or work groups (groups of individuals who can all access those activities).

When customers implement Quandri, these activities are instead automatically assigned to Quandri every morning once the download is complete.

Once Quandri's Policy Checking capability starts each morning, it will move through the activities it is assigned. Quandri begins by going into the policy that the activity is assigned to, navigating through the various Epic pages and extracting the information it needs to produce its report. 

Some examples of data being extracted from the policies include:

• Number and addresses of locations/number and make & model of vehicle
• Coverages applied
• Limit values
• Deductible values
• Discounts applied
• Additional interests present
• System types and last updates. i.e. heating system

Once all the policy information is gathered, Quandri will process it using its Renewal Intelligence Engine. After the data is analyzed, Quandri will create a report and attach it as a note to the existing renewal activity. These reports are integrated directly into the agent’s workflow, providing them with the necessary information to advise their clients right at their fingertips.

Additional Activity

You can configure Quandri's Policy Checking capability to create an additional activity if certain minimum standards or coverages/discounts are not present on the policy. For instance, if your agency wants to monitor every policy that has a premium increase greater than 20%, you can set a trigger in Quandri to generate a new activity whenever this happens.

If an additional activity is triggered, you can specify the activity code for the new activity that Quandri creates, as well as who the activity will be assigned to in Epic. A new activity is created if at least one trigger is met. This activity is typically reassigned to the person responsible for that account so they can take action based on the insights and recommendations provided by Quandri. This is often the Account Executive or Customer Service Representative associated with the policy. Quandri retrieves this information from the servicing contacts table within the customer account.