System Update Release Notes
- 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.
- 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.