Release May 2023

New Features:

Subcontacts or Multiple contacts per Client Account are now available for:

• Acturis synced by default

• EPIC - reach out to your CSM with a list of Contact Classifications
  that you want to use in Pathway.

• PowerBroker/SIG - Turn on Settings > Sync mapping page
  This information is synced from the BMS → Contact screen → Emails

• Sagitta / AMS360 /TAM - pending

For more details, please reach out to your CSM. Please note that your account billing is based on a number of unique, valid email addresses on the account.

System Improvements:

Email and Texting:

• Manual emails Consent Type: Manual emails now allow you to choose whether they are Marketing or Transactional, which affects consent. Note that clients cannot unsubscribe from Transactional emails.

• Email Editor: now includes an option to add UTM tracking links, which lets you track each click and its source.

• Email Editor: You can now add ALT text to images in the Email Editor. Alt text will display in place of an image if it fails to load.

• Email Editor: The Calendar block button issue has been resolved in the Email Editor.

• Email Editor: A new merge tag, {|calculated:|premium_sum|}, returns the total policy premiums for the current email (only for filtered policies).

• Email Editor: Arial and Calibri fonts are now available in the Email Editor and Header Editor.

• The Dashboard Reports: now include the option to download individual event reports, in addition to the existing grouped reports. Individual reports offer more details, such as email bounce reasons.

Filters:

New Filters:

• Exclude by Policy > Policy Number > Almost as on Policy
• Policy > Policy Number > Same as on Claim
• Edoc > Abeyance Code >
• Edoc > Abeyance is Open >
• Edoc > Abeyance Success >
• Contact > Address
• Contact > Company
• Quote Request (RFQ on Acturis, ADC on EPIC)
• Policy > subtype (Acturis only)

Filters Improvements:

• Agency and Branch codes are now cached, improving the load time of Filters. (yay!)
• Added "Empty" and "Not-Empty options" on dropdown type conditions.

Form Builder:

• Download Report option is now available

• "Survey Completed" notification email now uses the language selected on Settings > Profile

Kiosk:

• Android OS: Resolved Report Claim Issues

• Improved Chat Functionality: Avatars no longer cut off with longer messages

• Improved Kiosk Functionality: Investigating Officer Order of "First Name" and "Last Name" on Claims Preview Page

• Enhanced Kiosk Functionality: Pictures display properly on Claims Page

• Enhanced Kiosk Functionality: Design updates on the Location Page

• Kiosk Claims: "Upload" button no longer disappears after adding 20 pictures

• Chat Improvement: Brokers' messages have rounded edges

• Chat Improvement: Attachment URLs are no longer cut off

• iOS Fix: Numeric keyboard now opens when clicking on the "Effective Date" field for Request Quotes

• Custom Notification Banner Improvement: "X" button is now vertically centered

• Full French Translation for Kiosk (including Terms and Conditions)

• Improved Kiosk Login Page: Error messages are now visible on a red background color on Windows 10

• Kiosk Claim Confirmation Email: Now uses the configured Sender email from Kiosk Settings.

• Kiosk ETransfer Secret Password is now Optional

Integrations

All BMS:

• Fix: Outgoing Abeyance: Subscription - Avoid creating a "Subscription changed" event if the client didn't confirm the change

• Fix: issue with Abeyance policy type sync for EPIC and SIG when there are two policies with the same policy numbers

Acturis:

• Edocs are now available on Acturis.

• Contact List Export will include the Acturis Client Reference field

• Filter: Quote Request (RFQ on Acturis)

• Staff List Sync: Telephone field to Phone2 field

• Add support for the Policy subtype field in filters, merge tags, and import. Currently for Acturis only.

• Sync will remove inactive staff from list.

• hotfix: Acturis and QQ sync: Disable overwriting 'default CSR' on Branch Management during sync

• Added field "Has Portal Account"

• New field mapping: main_renewal_date mapped to "next renewal date" and "previous renewal date"

• Merge Tags: Policy Details available (Acturis for now)

Epic

Edoc Rules (Used for making edocs client accessible/non-accessible) new fields:

• Abeyance code ( Activity code in EPIC)
• Is from CSIO,
• Is Accessible

hotfix: EPIC activity writeback: make sure new survey completions write back to new activities instead of updating existing ones.

import Customer-level ADCs to Customer Report questions (Optional, reach out to your CSM if you want this enabled)

 

TAM

• TAM Activity parsing has been updated to support French-accented characters.

• The description will no longer include the last three digits, which are not part of it

 

QQCatalyst

• QQ Catalyst sync: Add support for Watercraft policies.

• hotfix: Acturis and QQ sync: Disable overwriting 'default CSR' on Branch Management during sync

SIG

• hotfix: SIG edocs: Parse attach_date from "Transaction Id" data, instead of using "today".

PowerBroker

• Sync Additional balance overdue fields: "balance 30/60/90/90+ days overdue" and "last_payment" date field.

• Update PowerBroker abeyance parsing: ignore description for bms_id and map 'description' to abeyance.

• hotfix: Performance improvements on PowerBroker sync

Other

• Branch Management - Split out the CSRs and Producers

• Staff List: new fields: phone2 and ext2

• Fixed an issue where sometimes the Email To field would contain only the last name.