System Update Release Notes

 

Bug Fixes

• • Agent commission rate update will not save on the policy detail page.
  • Enforce strong password format.
  • Occupation and Industry drop-downs for contacts and drivers.
  • Fixed: Agency Overview page, links to Personal and Commercial insureds lists.
  • Ability to update Tasks status from inside the tasks details page.
  • Prefill Insured and Policy data if new Task is started inside an insured/Policy page.
  • Carrier downloads, additional carrier code “UNDUM” mapped as UM-UIM.
  • Preview Certificates for Holders with “special characters” in their name.

Improvements by Request

• • Add Search Filter for “LOB Class” on the Renewal Center page.
  • for JSON applications: Option to select an agent to which the prospect is assigned.
  • Multiple improvements to JSON mapping:  – Option to create Personal or Commercial prospect. Fixed to Vehicle coverage limits.
  • Add Create Task Group in the Opportunity Detail page.
  • Added “Last Updated Date” filter on the main Tasks page (can show tasks Closed in a date range).
  • Added “Insured Tag” Search filter on the Policies page.
  • Renewal Center: Add drop down to policy details page allowing users to specify Renewing Quote for policy. Used in “RWL Premium Adjustments”.
  • Optimize Renewal Center queries for faster loading of the list of policies.
  • Order Properties List by Location and Building.

   

Miscellaneous

• • Super User ability to disable Agency login by a checkbox on the Agency profile.
  • Save in Ivans session.
  • Put some limits on Data import, specifically during business hours. SuperUser will not be impacted.