Patch 5.3.8
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
- Active Policies
- In Process Policies
- Application
- Verified
- Pending Payment
- Pending Approval
- Other Policies for a customer
- Breakdowns have been modified.
- Next to Premium in Parenthesis you will see the Subsidized Premium (not calculation of actual premium)
- Actual Premium now reflects Premium – Subsidized Premium
- Monthly Fees has been added. This Reflects Premium + Admin Fee
- Initial Fees has been added. This Reflects Premium + Admin Fee + Enrollment Fee
- Actual Monthly has been added. This reflects Premium – Subsidized Premium + Admin Fee
- Actual Initial has been added. This reflects Premium – Subsidized Premium + Admin Fee + Enrollment Fee
- You can now see calculations split into groups
- New Helpful Calculations
- Monthly Fees, Initial Fees have been added to main section next to Admin Fee
- Actual Premium, Actual Monthly Fees and Actual Initial have been added in the Marketplace section next to Subsidized Premium
- Calculation Fields have a helper Icon to show they are calculations and what the formula is.
- New Policy Status: Not Taken
- This status is useful for clients who have accepted a policy and has been accepted by the carrier, but at the last minute the client cancels.
- This is considered a CANCELLED status, and will stamp date_cancelled and who cancelled it.
- Fixed a visual bug with Status in Customers Filters.
- New Ability: Export PHI and Export PCI
- Shows option to Export PCI and Export PHI Data for those who shouldn’t normally have it. Please refer to your organizations rules as to who should have access to this information.
Actions
- Revamped the Action section of the Dialer Screen
- It now has actions split by the following:
- Lead
- Policies
- Dependents
- Notes
- Status
- Policy Status
- It now does a comparison of the last change done before the current save, and will tell you what changed.
- Look for Green “CHANGES” buttons
- Hover over for details as to what changed
- Red Buttons with NO CHANGE will report that a save was clicked but no changes where submitted.
- Look for Green “CHANGES” buttons
- This should help with Auditing what has happened to a lead / client and prevent people from overwriting, adding or changing data and claiming that they had not.
- It now has actions split by the following: