System Update

IMPROVEMENTS

Carrier Downloads – Updated system with the latest collection of carrier custom coverage codes.
Property Details page, Copy data from property fields to the Acord 140 section on the property details page (which is mapped to the Acord 140 form).
My Reports” Search/Filter selections are now stored for reports saved in My Reports.
Claims list default sort set to “by create date”.
Quote submissions from reverse mapped PDF applications now show up in the Quote applications list (page and widget).
Properties created from JSON applications are now set to “Visible” (makes them available in mapping functionality).
Back9, Life quotes application integration improvements.
Insured portal: Disable Service Requests (selected by default – now an option on the portal user profile settings).
Blanket Waiver of Subrogation option on Master COI (Acord 25 all versions).
Carrier downloads: Improved and expanded commercial property coverage processing.
Carrier Downloads for Claims: Update to claims now update the existing claim record (no longer creating a new claim record each time).
Integration: We Sign eSignature (alternate option for e-signature).
On Renew policy, the old term policy description is copied to the renewal policy.
Additional Insured mapping added to Acord 404.
Carrier downloads: Full glass coverage logic expanded for certain carrier custom codes.

BUG FIXES

Fixed a Form Stack error for sending certain types of files.
Acord 140 mapping fixed for the second location/property section.
Finance Pro mapping corrected for Insured name and carrier name.
Export to excel for policies – fixed Agency Location data.
No longer displaying “Soft Deleted” insured records (x_insured).
Change Follow up date on endorsements is fixed.
Task Category defaults are now properly applied
Carrier Downloads: Certain Renewal cases were not properly processed when the carrier did not provide a <prior> policy number.
Carrier downloads: Progressive commercial auto “per person” and “per accident” mapping fixed.