Releases for Sprint - 25A

 

Admin Module

 

• Added AFI (Application For Insurance) event substitution support in the email onboarding Excel template, allowing automated email triggers for New, Change, and Renewal AFIs. To enable these email triggers, please submit a support ticket with your desired email verbiage.
• Added PFA (Premium Finance Agreement) event substitution support in the email onboarding Excel template, allowing automated email triggers for New, Change, and Renewal PFAs. To enable these email triggers, please submit a support ticket with your desired email verbiage.

 

 

Finance Module
 

• Renamed the Deposit Date label in the modal to Bank Deposit Date, reflecting the date funds were taken/deposited to the bank, and similarly updated the overview column names to Bank Deposit Date and Deposited Amt for clarity. The Bank Deposit Date is informational only for user reference.

 

 

Gateway Module & Policy Module

 

• Updated the alignment of all questions on the AFI to ensure consistency across different question types. Policy/Product questions remain in columns, and RG/Risk/Coverage questions have been adjusted to align in the same structured column format for a cleaner and more consistent layout.

 

 

Intelligence Module
 

• Amended the Claims Loss History and Claims Payable reports to include a description in the PolicyClass/ClaimClass slicer so that it's easier to identify classes: For example A-Auto, C-Commercial. Note that tabular data will still include the abbreviated Policy Class format (ie: P, F)
• Deploy new report to Finance module: Transactions Report. The report provide detail financial transactions & summarized written premium, revenue & payables by accounting period Deployment of a new report in the Finance module: Transactions Report. This report provides detailed financial transactions along with summarized data on written premiums, revenue, and payables, organized by accounting period.

 

 

Stakeholder Module

 

• Within the broker office form, users can now configure a separate email address for emails being sent to the brokerage or batch emails, distinct from the email that they chose to display on documents. The "Send Batch/Brokerage Emails" field is optional, and if left blank, the system will continue to default to send emails to the broker office's general email.

 

 

Policy Module

• Users can now override the transaction premium at the risk group and policy level, for all policy versions. Previously the overrides applied only to full term premium.