Patch 6.2.10

Alexander Conroy | November 7, 2017 6:25 AM

You can now toggle on Scripts and Rebuttals for Policies. They will show up under the Save Button in every policy.
You can find the setting in Options -> Dialer -> Script and Rebuttals on Policies
Scripts and Rebuttals on Policies will auto fill policy information as well as lead using the fields shown in Templates.

In order to solve the issue of bundled and add on plans, we have now made it possible to set a Primary Policy on a Policy.
- This will allow you to select the primary policy based on any other policy on the contact that does not itself have a primary policy.
- Searches have been added to look for Primary Policies as well as Ancillary policies.
- Searches have been added to find Policies with Ancillary policies attached.
- This is not to be confused with Primary and Ancillary Plans. Plans are a product level categorization that can still be used to search.
- More will be coming on the use of this new feature as we modify reports and other sections of the system to take it into account.
Search filters have been added to find Add on / Ancillary Policies
UI in Dialer has been updated to show if the product is Ancillary or Primary (x Ancillary) in the top right tab.
Info section in Dialer has been updated to show if it is a Primary or Ancillary and the related ID’s
Exports for Policies will show Ancillary count when searching for primaries or ancillaries.

“Others” section
- This section allows you to search by “Other” policies connected to the same contact.
  - This is useful for looking at policies sold alongside other policies. You can filter by plan, product status and more.

Callbacks can now be assigned.
- You must be a manger or higher, or have the “Assign Callbacks” permission.

Are You Ready!