03/11/20 - Release Notes

Release notes - March 11 2020 March 2020 Balázs Kámán


Support for “If Any” exposure added to system.

When entering General Liability class codes the Exposure field is removed  when the "If Any" exposure box is checked.

The ability to change a program while quoting is added to system.

Click 'Edit' next to the Program title on the right hand pane.

The following screen is presented allowing you to change the Marketing Company, Carrier and the Program.

The ability to create ACH batches to support generation of NACHA files.

ACH batches can be created to generate a NACHA file. A NACHA file is a payment instruction file that gets sent or uploaded to a bank portal in order to execute a mass payment batch.

Defect fixes

  1. Resolved an edge-case where information entered on an application did not copy to the quote.
  2. There was a case which caused the Carrier Payable report to fail to run, it is now fixed and the report generates correctly.
  3. Other smaller bugs were fixed.