Add Link Manager Reciprocal Software Downloads

Add Link Manager Reciprocal Software Downloads

Whats New in QQCatalyst. Effective 0. 31. New Product Features. New Policy Details. Flood Personal, Flood Commercial. Excess Flood Personal, Excess Flood Commercial. Personal Inland Marine. Commercial Inland Marine, Equipment Floater, Contractors Equipment Floater. Email Signature. Allows the user to create a default email signature for each employee that auto populates when an email is being sent. Email Multiple Certificates. Add Link Manager Reciprocal Software Downloads' title='Add Link Manager Reciprocal Software Downloads' />Add Link Manager Reciprocal Software DownloadsSecurityStudy. I think the controversy over GMOs represents one of the greatest science communications failures of the past halfcentury. Millions, possibly billions, of people have. BSRIA News. Welcome to the latest news and archive of BSRIA features, articles and press releases. We also distribute a regular ENews containing links to useful. Add Link Manager Reciprocal Software Downloads' title='Add Link Manager Reciprocal Software Downloads' />Allows the user to email multiple Certificates of Insurance to multiple holders at the same time. Added Email Address Field in Manage Holder Popup. Allows the user to add email addresses when adding a holder to an evidence of insurance form to make the process of emailing the holder easier. Added ACORD Description of Operations for CertLienholder Contacts. Allows the user to save a description of operations on certificate holder and lienholder contacts which can be imported directly into the ACORD form. Added ACORD as Email Address Type for CertLienholder Contacts. Allows the user to save ACORD email addresses on certificate holder and lienholder contacts which can be imported directly into the email address field of the ACORD form and Quick. Email window. Quick View Policy Details. Allows the user to easily view drivers, vehicles, and insured locations without having to drill down to each policy. Production Release of Beta Features. QQConnect. QQConnect has been updated based on beta user feedback and released for all users. It is included in the monthly subscription for Plan 4 QMax customers and be added on for 9 a month for all other plans. Drag and drop a file to QQCatalyst, including OCR recognition for PDFs to automatically find a contact or policy. Drag and drop an Outlook email to QQCatalyst. Drag and drop a file from QQCatalyst to an Outlook email. Print any file to QQConnect, which can be attached to a contact or policy. Enhancements. Carrier Downloads. Downloads has been updated to better handle Rewrites, Cancellations, Packages, Endorsements, and Intent to Cancel transactions. Intent to Cancel. When a cancellation or reinstatement is processed on a policy with an intent to cancel date, downloads will remove the intent to cancel flag. When an intent to cancel transaction is processed on a policy with an intent to cancel date, downloads will update the policy with the new intent to cancel date unless the date is earlier than the intent to cancel date on the policy. Rewrite Transactions. Downloads has been updated to better match rewrite policies and identify the prior policy so the user will not have to manually process the transactions. Endorsements. Downloads will always create a new approved endorsement if there are no pending endorsements or approved endorsements that match the effective date and premium change. Cancellations. When an endorsement is processed on a cancelled policy, downloads will no longer make the policy active. Only reinstatement transactions will change the status of a cancelled policy. Manually Select AgentCSR. Gives the user the ability to manually assign the AgentCSR if the transaction will create a customer or policy. Prior Policy Selection. Automatically selects the prior policy when there is only one possible prior policy match. Direct Bill Commission Downloads. Direct Bill Commissions have been updated to automatically process unique files sent by carriers. ParentGroup NAIC Code. Abc Spelling And Math Crack The Code. Downloads will look to match against the Parent Group NAIC code if the carrier does not send the NAIC code for the writing carrier Hartford. Lines within a Package. When the carrier sends lines within a package instead of commissions for the package, downloads will match the policy by checking the lines within the package. The two step task workflow has been replaced by the task popup, making it easier for the user to create and modify tasks. Task Widget Redesign. The task widget has been updated to allow the user to see the customer, filter by date, filter by status, and easily mark tasks as completed. My Tasks Mark Completed. The My Task page has been updated to include a Mark Completed link, allowing the user to close a task without opening it. Details previously hidden until the user clicks on the task are now shown by default associated contact, associated policy, assigned employee, and created by. Templates in Quick. Email. The template library has been integrated in the Quick. Email window, allowing the user to send a letter to the customer without going through the email workflow. Homeowners Deductible. Homeowners, Dwelling Fire, Renters Condo policy details have been updated to include a deductible section where the user can manually enter deductibles and downloads can fill. Homeowners Location Schedule. The Homeowners, Dwelling Fire, Renters Condo policy location schedules have been updated to show the street address, city, state, and zip code. The user could previously see only the location, city, state, and county before. Updated ACORD 8. 0. Version 2. 01. 30. Homeowners application has been added to the ACORD library. ACORD Context Menu Option Changed from Send to Email. The Send option in the context menu has been changed to Email to make it easier for the user to identify. Email in ACORD Context Menu Workflow to Use Quick. Email. When the user clicks email in the ACORD context menu or ACORD workflow, the Quick. Email window will open instead of going into the email workflow. This eliminates several steps and makes it much faster for users to send emails. Resend Context Menu Option on Emails in Files Tab to Use Quick. Email. When the user clicks resend on email items in the files tab, the Quick. Email window will open instead of going into the email workflow. If the email had an ACORD form with holders, the user will see the holder selection window before being launched into the Quick. Email window. Totals Added to Active Policy and Active Premium Widgets. The Active Policy and Active Premium widgets now display the sum of the three categories. The user will no longer need to calculate the totals manually. Set Avatar from Contact Icon. Image files attached to a customer can now be set as the contact avatar directly from the customer overview section. Product Fixes. ACORD 2. Errors. Resolved an issue where adding ACORD 2. AJAX error. Quick Email Not Attaching Files. Fixed an issue where the file selected by the user to launch a quick email would not be attached when the quick email window opened. Time Zone Offset. Fixed the timestamp that displays for files and ACORD forms so it would be correct for the customers time zone. Tab Infinite Loads. Resolved an issue where clicking on a tab produced infinite spinning. Date on PrintedEmailed ACORD Forms. Fixed the date on printed and emailed ACORD forms to reflect the date of issuance. The system was using the date the original form was created. ACORD 1. 27 and 1. Mapping. The Vehicle Code field has been mapped to the Class field on ACORD 1. Commercial UmbrellaExcess Liability Underlying Liability Coverage. The import popup for underlying liability coverage has been updated to include business owner policies and package policies containing BOP liability. Modify Policy Number. Updated business logic to allow the user to modify the policy number on active, issued, cancelled, and expired policies. Issue Policy with Pending Policy Number.

Add Link Manager Reciprocal Software Downloads
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