A comprehensive guide to our full 22.7.2 release on July 26th of 2022
Enhancements:
- Changed the wording on the Referral Partner landing page
- We did this to make it look like a more neutral landing page instead of having it look like a referral partner HAD to be the one to fill out the info
- Allow commercial contacts to be merged
- This one has been a long time coming since we started allowing personal contacts to be merged together. This will behave the exact same way and bring over any info from the old contact to the new one that wasn’t previously there (notes, policies, addresses, phone numbers, email addresses, etc) and also leave a note on the contact that was kept with anything that was NOT brought over
- New Acord Forms
- 1 Property Loss Notice
- 3 General Liability Notice of Occur/Claim
- 24 Certificate of Property Insurance
- 80 Personal Home
- 83 Personal Umbrella
- 84 Dwelling Fire