9 August 2017

Premium bearing endorsements | Documentation

  • A new setting provides control over accounting behavior for premium bearing endorsements. Via the setting, a new option will always spread endorsement premium among future invoices, if they exist. This is different from the current option, which always creates an endorsement invoice.

Auto pays and endorsements | Documentation

  • A new setting allows for automatic drafting of funds against endorsement invoices.

Issue a return premium to the carrrier | Documentation

  • A new setting allows a return premium to be issued to the carrier.

Add email notices for named insured or additional interest | Documentation

  • A new setting will allow documents, such as declarations and invoices, to be sent electronically to insureds.
  • This feature is still under development. The setting appears on the screen but will not currently send documents electronically.