This is a Major Patch. Every part of the system is affected. We have done tons of internal testing but please keep an eye out for any strange behavior. The patch will go live Thursday 7/27/2017 There may be additional changes added in these patch notes after this initial post. Please check Tuesday for changes. […]
Rewrites / Renewals A user reported that a renewal wasn’t showing up in the renewals section, this was due to the renewal being a renewal from a previous policy. The renewal Checkbox was being used as the filter to decide wether the system would look for a rewrite or not. This has been removed in […]
PCI / PHI Updates Separation of Concerns -> Data Entry and Exporting Data Entry is now prevented with the “Disable PHI / Disable PCI Data Entry” Options The current option to Hide Sensitive PCI and Sensitve PHI Data works for exporting information You still have to check Show PCI and PHI data to get this […]
Favorites We added a new way to find your leads and allow your agents to find leads by introducing the favorites system. The favorites system is a quick way to bookmark a lead and go back to it later. It shows up on as a star next to the name of a lead when enabled. […]
Policies Added admin_fee to the system Admin fee is non commissionable fee that is charged on top of the premium by the carrier You can now split the actual premium from the admin fee. This will reflect in the commissions system in the future New Summary Calculations You can now see calculations split into groups ALL […]
Policies Changes have been made to how administrators are able to export data. This will help you keep in line with PCI and PHI compliance standards By default, exports strip PHI and PCI Data. This can be overriden with the “Show PCI and Show PHI” checkboxes which are visible to Administrators only. Any data exported […]
Mailer Send Welcome Email button has been modified and improved. It will now choose to send a normal email or marketplace email based on the Marketplace checkbox on a policy, as is configured in the Options section under Settings The Send Marketplace Welcome Email button has been removed now that the system detects which email to send. We […]
Commissions Received This is a new feature that has been a long time coming. This is part 1 of 3 parts regarding commissions. The parts are: Commissions Received from Carriers Commissions Paid to Agents Commissions Estimation from Carriers (Hardest part) Today we launched our first rendition of the Commissions Received module in manual mode. The […]
Login Changes Redirect to Admin Profile Page now works again. tldcrmdev.wpenginepowered.com is no longer the main login page. login.tldcm.com is the new page. We are moving info.tldcrm.com to tldcrmdev.wpenginepowered.com. tldcrm.com will redirect to tldcrmdev.wpenginepowered.com as well. tldcrmdev.wpenginepowered.com will be a marketing and FAQ website as it is now and will be improved in the future. […]
Callbacks You can now set more than one callback per lead, and you don’t need to clear the previous callback. Callback Maximums are still in effect. Login Login attempts are now logged in the system, along with the session they were logged in on. We record all information regarding the login source. Login now has […]
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