03/25/20 - Release Notes

Release notes - March 25, 2020 Balázs Kámán

New features

  • Added Underwriter Assistant as a role for Assigned Users on an application or policy.
  • Added Notice of Non-Renewal and Notice of Cancellation process and notices.

Defect fixes

  1. Fixed an issue where assigned roles for each policy weren't correctly printing in the monthly production report.
  2. Fixed an issue where premium for Additional Insureds weren't calculating correctly.
  3. Fix discrepancy for new business application total between production overview and weekly production report
  4. Fixes for edge cases with attachment file size handling when using O365