RELEASE NOTES

    • 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

    • Fire protection due dates and reminders

    • BPA assign new members to client organisations

    • Email notification updated

    • Update Asset Values (TIV bulk uplift) for renewal preparation

    • My team - displaying organisation main contacts

    • Cat Net upgrade

    • ASSC amendment

    • Managed Partners - card view update

    • New User: Portfolio Manager External

    • Insurer engagement workflow changes to improve data approval process and invite insurer’s to quote

    • Exporting Risks in Excel for reporting purposes