Insured Type Separation: Business / Person
This new control allows to determine from the start whether the insured is a business or a person. Combined with Business Type specification controls (on the right), this enables the system to suggest the most relevant insurance lines as you move on and fill out the forms.
Minor Changes to Document Access Status Interface
The padlock icon that shows whether a document is private or shared has been redesigned and moved to the left. The document’s status can be changed by clicking on the padlock icon (a confirmation window will be displayed).
Quote Status Controls Redesigned
A quote’s status can now be changed from the dropdown that opens after a click on the current status. The system ensures that only those quote statuses that may be assigned at a given workflow stage will be shown in the quote status dropdown.
Consequently, Actions sidebar of Quote -> Options page has also been redesigned, retaining only Renew and Delete as possible actions.
Agencies Can Control Their Visibility to Markets
This checkbox under Company -> Settings -> Security Settings allows agencies to control whether they can be added by an arbitrary market from the market’s side.
Changes to Loss Runs Document Interface
You can now enter the Valuation Date for a loss run as you edit its properties. In Loss Runs list view, it will be shown alongside the upload’s date and time and the uploader’s name. Also, the fields for Effective Date, Expiration Date, and Policy Number have been removed.
Video Tutorials Section Redesigned
Video tutorials have been moved to a separate tab and categorized by topic (clicking on the name of a subsection in the sidebar opens the selected subsection).