25 July 2016

Custom deliverable setting | Documentation

  • A new setting was added to the setup of policy custom deliverables. When building a custom deliverable for policies, the option Print on non-autopay policies is now available. In conjunction with the Print with Declarations settings, this new setting prints the custom deliverable with the applicable Declaration.
  • The specific use case for this setting is the Direct Debit Letter. Users can send the Direct Debit Letter custom deliverable to insureds who are not currently on autopay in an effort to transition them to autopay.

Default category option | Documentation

  • Standard or Age categories in the Lines module have a new option. For these categories, a default value may be set.