Patch 5.0

Abilities allow for fine grained permission in the system.

• “Verify” allows an agent to self Verify and Submit policies. This does not allow them to cancel them.
• “Cancel” allows and agent to Cancel policies. It does not allow them to Verify or Submit them.
• “Upload Documents” allows the agent to upload documents to a policy.
• “Send Mail” allows and agent to send the welcome email, otherwise the mail button will not show.
• “Set Vendor” allows an agent to set the Vendor from a list of “Agent Selectable” vendors.
  • A Vendor must be configured as “Agent Selectable” to shows in the list of Vendors for an agent with this permission to use.
  • Set Vendor ONLY WORKS on creating New Lead that has not been automatically created by an Vendor with an Inbound Number set.
• “Change Vendor” allows an agent to set any vendor regardless of status and “Agent Selectable” both when creating new leads or modifying them.
  • Vendors with an Inbound Phone creating new leads will still create the lead based on the Vendor settings. It can then be edited afterwards with this permission.

Mass Update

Vendors and Policies now have new mass update features for some popular fields. Be careful, there is no undo.

Leads

The following lead fields were added:

• County,
• Contact Preference
• Language

Changing Columns and Sorting

The lead section now allows you to change columns as well as sort data. We will be adding these features to all Policies sections in the next patch.

The change columns button can be found under filters.

Sort By and Sort Order can be found in the leads section.

Policies

The following policy fields were added:

• Application Number
• Date Paid
• Date Reactivated
  • This now gets set when the “Reactivate” button is pressed.
• Reactivator ID
  • This now gets set when the “Reactivate” button is pressed.

You can now search by Date Paid and Date Reactivated. The Boolean Paid checkbox has been added to the “All” table.

Search by Policy Number and Application Number is now possible as well.

Vendors

Vendors can now be listed as “Active, Inactive or Inactive Visible”, similar to users.

• Inactive visible will still show when modifying leads soas to not accidentally remove Vendor data.
• Inactive Visible will show on Filters throughout the system, Inactive will not.
• [INACTIVE] has been added to labels for both Inactive and Inactive Visible vendors