NowCerts System Update
We deployed a system update over the weekend. Here are some items of interest.
Bug Fixes
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Quote Application Webhook – agency profile options – Create a Prospect automatically enabled.
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Acord 146 – Fixed the sorting for equipment.
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Carrier Downloads – Assigning the proper AI code based on carrier codes (Loss Payee, Mortgagee, etc).
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Adding a new agency location – do not assign the current user to that Location automatically.
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Ascend Integration – fixed a number of reported bugs.
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TranzPay integration – fixed an issue in adding a Vault ID for an insured.
New Features and Improvements
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Tags for new Prospects from a JSON – ability to assign a tag at the time the prospect is created.
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Additional Insured: added a text box for Acord 101. This allows users to assign content separately to Description of Operations and Acord 101.
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Option to Bridge Carrier Downloads (XML) automatically to an agency supplied URL.
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Carrier Downloads – populating the County on the insured Property.
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All COIs that have an Acord 101 attached, get a note in the Description of Operations “Please see attached Acord 101 for Description of Operations.”
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Improve mapping on the “New PAUTO quote application from an existing policy”, to prefill more of the vehicle and driver data.
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Policy Custom Coverage Codes are available for mapping on custom PDFs now.
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Carrier downloads limits: Fixed numbers formatting in several remaining places to include comma separators (1,000,000)
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Added Driver license Status and Vehicle “Salvage” status.
Have a great day!
– NowCerts