RELEASE NOTES
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Live insurance policy -modification to workflow adding endorsements
Added Insurer Panel to client organisations and global insurer address book for brokers
Broker remove and/or replace from organisation
Draft policy visibility across broker teams
Fire protection due dates and reminders
BPA assign new members to client organisations
Risk dashboard filter consistency
Duplicate email registration prevention
Email notification updated
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Scoped insurer view — risks, incidents & ASSC
Update Asset Values (TIV bulk uplift) for renewal preparation
My team - displaying organisation main contacts
Insurer naming convention - bug fix
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Tenant amendment - industrial and non-industrial data input requirements
Cat Net upgrade
ASSC amendment
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Broker team view across assigned organisation
Managed Partners - card view update
New User: Portfolio Manager External
Head office permissions bug fix
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Insurer engagement workflow changes to improve data approval process and invite insurer’s to quote
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Exporting Risks in Excel for reporting purposes
Bug fixes for user flow