Version 1.122 – June 6, 2024
New Major Features
Update Assign Contribution Strategy
If a policy doesn’t have a plan attached, the policy name will be substituted instead and add a notification for users. An additional error message has been added for Proposed Plan if it doesn’t have one attached, and the Buyup dropdown should pull in all forces policies of matching type on the account, not just shared proposal.
Build out Commission Disclosure
This new feature will add Copy Commission Estimate button fields into the Commission Disclosure object, and create per Carrier as well as assign to lookup on Policy (with filters matching to Carrier only). Once connected, it will auto-populate the Estimated Commissions field on the policy.
Add Plan Filters
A new dynamic filter that can be applied to the Policies feature, with multiple functions and verification rules. The Policy Carrier should match the Plan Carrier, and the Policy Type should match Plan RT. The Change Plan Year (Policy) to pull the year from the Effective Date, while the Plan Year (Policy) should match Plan Year (Plan) OR the Plan Year (Plan) should be blank.
New Minor Features
Create Search Column Filter Options
Quality of life feature that is saved per User, allowing greater customization for individual use-case on information sorting.
Create “Set as Forwarding Inbox” option on Email Handler
If an email handler has “Set as Forwarding Inbox” checked, it will then pull the sender address from the “Forwarded Message” header inthe email body instead of using sender email.
Commission Statement Auto-Match Policies
Generates a selectable list of eligible policies for each payout, and assign payouts to the most likely policy by effective date. It will only show errors in previews.
Census Export
Will now match new upload templates.
Bug Fixes
TSO Fix
Dynamic company ID to reduce complications on the back end.
Deleting Error
Previously, there was a deleting error that did not remove errors from contacts on an Account. ex. Create an employee with a mismatch zip code & county, start quote to create error, then delete employee.
Estimate Commissions Error
Corrected the error message for if there are no premium or total employees.
EN Fix
Filter policies by effective date, rating method, and null to exclude tables.
Plans to Quote Record
Typo correction.
Prevent Carrier name from overwriting
Corrects nightly Plan syncs to prevent it from creating new errors.
