Release Notes 26.2 (3/22/2023)
Our 26.2 release on March 22nd, 2023 includes several new features and enhancements that will make your job easier. In this post, we'll highlight some of the most important changes so you can start using them right away.
CRM
- Only show policy types and carriers that the user has filled out on Carrier Commissions
- This is specifically referring to creating a new opportunity as well as editing an existing one. This was originally supposed to be the case with the old calculator but we ran in to a mess of problems with that one
- New policy statuses for opportunities
- This is basically a “setting the stage” type of enhancement for future roll outs. The immediate benefit to the user is that they will be able to see more accurate statuses and sub-statuses of their opportunities instead of just Active and Inactive. Some of those will include the following:
- Active
- Active
- Non-Renewal
- Pending Cancellation
- Future Effective
- Inactive
- Expired
- Renewed
- Rewritten
- Cancelled
- Pending
