Version 1.118 – September 28, 2023
NEW MAJOR FEATURES
Renew Policy Button
The new Renew Policy button has been added to the policy record page. Renewing a policy copies the original policy information over, while creating a link between the original and new renewal policy. (CORE AND PERFORMANCE PACKAGE FEATURE)
New Eligibility Object
This new object is connected to an account record for tracking different eligibility groups, and can be connected to multiple policies. (CORE AND PERFORMANCE PACKAGE FEATURE)
NEW MINOR FEATURES
Estimate Commissions Button
The Total Employee and Total Monthly Premium fields are now displayed in the popup window. (CORE AND PERFORMANCE PACKAGE FEATURE)
Multiple Broker Accounts
Creating a deal for an account with multiple brokers assigned will now copy over more than just the first Broker. (CORE AND PERFORMANCE PACKAGE FEATURE)
