EDOC Management

Automated eDoc
naming and management 

Streamline operations by enabling a consistent eDoc naming standard and automating subsequent workflow actions.

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STREAMLINE AND STANDARDIZE

Automatically rename and organize thousands of eDocs

You receive hundreds (or even thousands!) of documents and eDocs every day. Automate standardized naming conventions and workflow creations across all of them with Quandri.

Save time

Automating document naming conventions can save your staff from hundreds of hours of repetitive work.

Robust naming

Rename documents with key data points extracted from your Applied Epic BMS and PDF documents for concise, contextual naming.

Improve accessibility

Standardized naming makes it easy for your clients to recognize documents in their client portals or when attached to emails.

Get granular

Quandri’s eDoc management add-on makes it easy to create naming conventions based on the document type, as well as the CSIO code.

"Quandri has transformed our document renaming and organizing process. Tasks that took two people most of the day now take just minutes. The cost savings are undeniable, with each document costing about 33 cents to rename and organize."

Shelley Vermeersch

Director of Business Operations

“Quandri’s eDoc functionality has really opened our eyes and increased our business insights, especially concerning how our staff gets work done. We expect eDoc Management's output will help make it easier to keep our files clean and organized, as well as complete audits on our in-house procedures in the future.”

Jenelle Gagnon

Training and Development Specialist

FUNCTIONALITY

Do more by automating your
eDoc management

Quandri’s eDoc Management increases the end-to-end efficiency of your document renaming workflows by enabling:

Intelligent naming

Reference and extract data points from carrier declaration pages and CSICO

Rename documents that are attached to an activity in your BMS

Customize document names using over 20 variables

Enable client accessibility

Select which documents your clients can access based on the following:

Copy Type

Document Type

Carrier

Automated activities

Close and/or reassign activities to specific users or workgroups

Create new activities and organize documents in designated folders or subfolders

TOOL HIGHLIGHTS

Improve your eDoc naming standardization

65

Carrier integrations

40

Document types

+90%

Documents renamed

HOW IT WORKS

Embrace automation and repurpose time

Quandri’s eDoc Management tool does the following actions each and every day, freeing up your staff to work on more renewal-related tasks.

  • Logs into your Applied Epic BMS and works on assigned activities
  • Extracts key policy data, such as the effective date, policy number, document type, and policy type, by referencing both Applied Epic and any relevant downloaded PDF documents
  • Renames documents with the extracted data, according to your unique requirements, and organizes the documents into specified folders
  • Automates any final required actions, such as re-assigning the activity to a staff member, or closing it
Customer StorY

Cornerstone Insurance Enhances eDoc Management and Enables More Valuable Work

120

Hours of monotonous work saved per month

88%

Faster process completion

1

Full-time position redeployed to drive more value

How Cornerstone Eliminated 180 Hours of Monotonous Work Each Month
Read Story
LEARN MORE

Enable eDoc Management
at your brokerage today

Expedite your eDoc management with Quandri. Contact our team today to learn more about this robust,
time-saving tool on the Quandri Renewal Intelligence Platform.

Book a Demo