15 May 2017

Sweep payments within agent portal

  • When an agent views a policy and clicks the Make Payment button, a new Agent Sweep option appears. When selected, the agent is then directed to the Payments module of the Agent Portal with the policy information prefilled. When the payment is complete, the agent will be redirected to the policy.

Note alert

  • When a note has an alert users can now view the alert event or date directly from the screen. This enhancement allows users to quickly ascertain the type of alert or date it will be sent.

Agency experience report | Documentation

  • The loss ratio for the report now supports the following calculation: (losses paid + total lae paid) / written premium


  • Users can now setup a line item so that it modifies another line item by a constant dollar amount. For example, Inflation Guard can increase Coverage A by a constant rather than a factor.