System Update
Over the weekend we deployed a system update.
Here are some items that may be of interest to you.
Bug Fixes:
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Insured Portal: Cleaned up functionality related to use of Templates.
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Fixed a reported bug on the Boats page in Insured items.
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Fixed some issues in the Archived list for Certificate Holders page.
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Fixed bug in adding comment to an Opportunity.
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Acord 404, added mapping for Additional interest.
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Agent Commission Reconciliation: do not display “0” for-period agent commission.
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“My last 10 viewed insureds” – fixed case for certain user types.
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Insured Items -> “Animals” Export to excel fixed policy format.
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Insured Items -> Flood Coverages export to Excel corrected the file format.
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Export to Excel: all pages were checked, and formatting options were corrected where needed.
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Fixed formatting issues for email templates (Send Email).
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Improvements:
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Added mapping for Inland Marine to Acord 81 and Acord 281.
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Phase one of integration with Bold Penguin for submitting CL quotes to their system (BOP, GL, WC, Cyber).
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Added Vault option to the TranzPay take payment page.
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Added new filter for Insureds Status “Active with No active policies”.
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Added Certificates Sent link under Documents.
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Acord forms Property drop down – organize list by active properties listed at the top.
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For a new policy (from carrier downloads) assign the CSR from the Insured.
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Added the ability to Tag a policy from the policy detailed page.
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Export to Excel is now limited to 1,000 records in order to minimize the negative impact to the servers and other users. The new Momentum version does not have a limit and will be released later this week.
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Vehicle Unit IDs are available for mapping to custom PDF forms.
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Carrier Downloads: Update of premium updates the policy record in Automate365.
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Automate365 integration: enabled triggers based on TAGs.
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With questions or concerns, please contact our support team at help@nowcerts.com
Have a great day!
– NowCerts