Releases for Sprint - 25C

Admin Module, Finance Module & Claims Module

• We are now prepping our environments to consume different types of Claims fees.  Please submit a ticket to our support channel if you would like to update your onboarding sheet for future use.

 

Finance Module

• Users in the Finance Module can now also override agency bill fees using the Adjust Fee action within the Balance section. Additionally, a new "View Outstanding Balance Details" action replaces the extra expander for a more streamlined experience.

 

Finance Module, Claims Module, Gateway Module & Policy Module

• We have enhanced the Manual Pay popup window by adding Payment Mode and Reference fields. Additionally, the entered details will persist in the Balance screen Memo for better tracking.

 

Finance Module, Gateway Module & Policy Module

• We have improved and unified the broker code search to include office names. Users can now search using any part of the broker code or office name. Additionally, entering the * wildcard symbol in the search box will display all available results.
• The refresh button on the Work List has been removed as it is no longer required.
• Customer Profile section will now populate further information based on the selected policy number.  As an additional perk, the email and phone number can now be grabbed and copied.

 

Claims Module

• The claims worklist now includes outstanding reserve and paid amounts as well as sorting.

 

Gateway Module

• Implemented a new configurable tab in Gateway that can point to a secure external website and display the connected materials.  Please submit a support ticket if you would like to update your onboarding sheet with the applicable tab name and website URL. A new permission called "Gateway View Home" has also been added that will need to be turned on from your admin module if you decide to onboard the new feature.

 

Gateway+

• Improved document rendering for AFI(Application for Insurance) & PFA(Premium Finance Agreement) by removing the footer from the middle of pages, ensuring the date-time stamp appears only at the bottom for a cleaner and more professional layout.

 

Gateway Module, Gateway+, Policy Module & Product Module

• Product Designers can now use a new render type called "Card" for Product icons, enabling configurable text below the Product icon on the Start Quote screen. Display Logic: If an icon is present, both the icon and the description will be shown. If no icon is present, only the description will be displayed. If your organization does not have an an in-house Product Designer to configure this feature in your products, please submit a change request support ticket.
• Product Designers can now use a new render type called "Card" for risk groups, enabling configurable text below the Risk Group icon on eh Risk Group selection screen. Display Logic: If an icon is present, both the icon and the description will be shown. If no icon is present, only the description will be displayed. If your organization does not have an an in-house Product Designer to configure this feature in your products, please submit a change request support ticket.

 

Gateway Module & Policy Module

• The risk group dropdown display in the Claims screen has been enhanced to include descriptions for non-risk location risk groups, such as vehicles, and to cleanly hide the colon when no risk group detail is present.
• We have improved the Work List functionality by adding a clickable link on the policy and quote numbers. This functions the same as selecting Action: Open Quote, providing a more intuitive way to access details for each Work List item.
• Transaction premiums can now be overridden on removed risks and removed risk groups, with permission.
• Users no longer need to select Calculate on the Coverage screen.  They system will auto calculate when coverages are changed.
• When adding claims to a policy a user can now select named insureds and/or operators.
• Users can now "Save and Exit" even if there are errors on the page.  They can also use the "Back" button as well as the sidebar navigation (clicking anywhere on the sidebar), which will prompt the user to "Save" or "Discard" their data. Additionally, a shimmer effect was added to the Quote rate of the Risk Group Summary so that users could see when the rate was being re-calculated.

 

Policy Module

• We have added the ability to adjust Admin fees related to Agency Bill directly on the payment page.

 

Product Module

• The item insured field can now be hidden by a product designer on the risk group or risk.