Database Server Maintenance Night of December 1st

We will be performing maintenance on one of our database servers tonight (December 1, 2011) beginning at 10 PM CST.  This will affect only some users.  We expect the server to be available again at 3 AM CST.  Thank you for your understanding while we work to provide a better experience to our users.

October Updates to ACORD Forms

We've posted updates to the ACORD Forms available to InsurancePro.  You now have access to the very latest updates to ACORD Forms.  You can access the new forms when viewing the policy summary screen's Forms and Letters panel.  Select the "ACORD Forms" category to view all of the currently available forms.  Here are some tips for this screen:

• Forms that can be pre-filled will be pre-filled
• Sort the forms by any of the columns displayed
• Right click on a form to save it as a favorite to avoid finding it every time you need it
• Type into the filter row to minimize the number of displayed forms

Enhancements to 6.0.36

We're very excited about the next major release of InsurancePro.  We are proud to provide the following enhancements to our product: 

• Integration with AgencyBuzz
• Integration with EZLynx (InsurancePro will bridge data to EZLynx)
• Updated Find Client Screen
• Updated Agent Login Configuration Screen
• Updated Agency Location Configuration Screen
• New General Configuration Screen
• Move to cloud file storage
• Several new download certifications

Need to find a policy?

We've taken some opportunities with our upcoming release to enhance the screen that you use to find policies.  Our goal for the changes on this screen is to help you find your policies faster.  To accomplish this, we've:

1. Removed paging and gave you control over limiting the number of results returned
2. Improved and optimized data access for a faster, more stable experience
3. Given you more control over what policy statuses you want returned
1. You will be able to select any combination of statuses instead of only selecting a single status
4. Given you more control over what part of the name you are searching for
1. Select from "Begins with", "Contains", or "Ends with".  Currently, InsurancePro assumes "Contains"
5. Changed how the phone number field is used
1. The phone number field will be searched from the right.  This means if you type in 1 digit, it will find all policies with a phone number with that digit as the last number.  This implies that you can simply ask for the last 4 digits of a customer's phone number, enter it in the "Home Phone" field, and find the policy that you need quickly.
6. Given you the ability to hide the search parameters so you can view more results on the screen at one time
1. If your desktop is small, click on the "Hide Search Parameters" link to view more results on the screen at the same time.



Click to view a larger image of the Find Policy Screen

Agent Configurations

In the next release, we are changing the user interface for managing your InsurancePro users.  The new screen incorporates all of the current functionality with the ability to configure integration with other systems.  The next release will include integration with ITC's great new product AgencyBuzz as well as bridge capabilities to EZLynx.  You will notice the new tabs on the screen named "General", "Notes", "Permissions", and "Integration".  The integration configuration for the "TurboRater User Account" will not be used on this release but will be in a future release.

The screen works just as it did before, but the configuration options are spread over several tabs to make better use of real estate.  Take a look at the new screen below (click on it for a larger view) and thank you for making InsurancePro as your agency management system of choice!

Please enforce secure login rules at your agency.  Enforcing logins in InsurancePro ensures that your data is kept safe and helps InsurancePro keep track of who is making what changes.

Managing Agency Locations

In the next release, we are changing the user interface for managing your different locations.  The new screen allows you to view all of your locations in one place at the same time.  You can now easily flip back and forth between any location to view the name, location, and contact information.  You'll notice that you can add, edit, and delete locations just as you did before.  You can also configure one logo per location. 

Changes to this screen include the list on the left side of the screen, the location of the buttons below, the "Account #" will display for each location but is not editable on any, and you can no longer configure login requirements on this screen.  Configuring login requirements has been moved to a different location that is accessible via the link on this screen.

Thank you for choosing InsurancePro as your management system!

Here Comes the Cloud and .NET 3.5

We are getting down to the short rows preparing for our next release of InsurancePro (6.0.36) and would like to let you know about some of the exciting changes that we're making in InsurancePro to help agencies get better work done faster.

One such change is our approach to file storage.  With our next release, files will be temporarily available in a location that is closer to you after they are accessed once.  This means that scanned and other saved documents will upload and download faster.  Your documents are encrypted for security purposes.

This enhancement requires a change to the minimum .NET Framework requirements of InsurancePro to .NET 3.5 Service Pack 1.  You can download this software now if you would like by clicking here.  The installation will automatically check for the presence of this and install it for you should you not have this installed.

We will be covering other enhancements to InsurancePro in the coming days and weeks here on the blog and on Facebook.  Stay tuned!

Updated ACORD Forms

We just recently made 150+ new and updated ACORD Forms available to InsurancePro.  If you use an ACORD Form that we don't have, please call us and we'll make our best efforts to add it.

Server maintenance tonight (8/15/2011)

We will be performing maintenance on one of our servers tonight beginning at 10:40 PM.  Not all customers will be affected by this maintenance.  We apologize for the inconvenience.

EDIT: Server maintenance was completed successfully.

Server maintenance tonight

We will be performing maintenance on our database servers tonight some time after 9 PM CST.  Not all customers will be affected by this maintenance.  We apologize for the inconvenience.

EDIT: Server maintenance was completed successfully.

Release 6.0.35

Fixes

• Fixed problem when entering one note and at the same time updating another note, both on the Policy Summary Screen, the original contents of the updated note is lost.
• Fixed problem where a new policy's primary agent does not default to the agent currently logged in
• Fixed problem with endorsement forms pulling the wrong address fields from the policy
• Fixed problem with calculating the policy expiration date when changing the year on the effective date
• Fixed problem with fields not saving properly on homeowner and commercial policies
• Fixed problem with creation of note detailing the changes to an auto policy when violations were modified on the policy
• Fixed problem with fields selected by using keyboard instead of mouse will not save properly
• Fixed problem with printing of the invoice letter not printing the header
• Fixed problem with Auto ID Card not listing the correct drivers
• Fixed problems with checks
• Print Settings will not display
• List of checks available to print is wrong after being printed
• Fixed problem with Payment reconciliation marking "all prior to" to not include the date selected.
• Fixed batch printing error given when printing individual letters from the Daily Transaction screen
• Fixed several bridging issues
• Problems with bridging policies with excluded drivers from TurboRater to InsurancePro
• Problems with bridging marital status and SSN's from InsurancePro to TurboRater
• Problems with AccuAuto bridging incomplete information
• Added support for Indiana East time zone
• Changed the default bank account selected on the Receive Payment screen
• Commissions related defects
• Fixed problem with payments saving when two payments are being taken at the same time

Enhancements

• Field validation on quote sheets
• Policy Summary Screen visual updates
• Caching used in more screens

Updates Are Coming!

We are working on a new release for InsurancePro for you and we wanted to give you a sneak peek at the changes that are coming.  We are addressing over 30 defects with this next release including many regarding commissions and quote sheets.

The Policy Summary Screen's user interface has been updated.  Most of the buttons located at the bottom of the screen and all of the buttons located on the right of the screen have moved to the left.  We understand that this is an often used screen and wanted to give you visual access to the changes as soon as possible.

When you start working with the new screen layout, you will notice that the text to open the website of the company will no longer appear on this screen.  Instead, the text of the company on this screen will turn blue and will be underlined to indicate that you can click on it to open the company's website.

We understand that you may need some time to get used to the new layout, but hope that you will find value in the improved look and feel and the more efficient use of screen real estate.

Timeout Issues

It appears that some of our customers are experiencing some timeout issues with one of our database servers. We thank you for your patience while we work to address these issues.

Edit: We will be taking our servers down for maintenance late tonight in an effort to address the timeout issues that one of our servers encountered today.  Please be aware that if you plan to use InsurancePro this evening, you may encounter significant problems.  We apologize for the inconvenience.

ACORD Form Favorites

Having problems with using forms from your Favorites?  This may be due to the new way we handle forms.  If you have a problem creating a new form from the Favorites section of the Print Forms/Letters section of the Policy Summary Screen, try removing the form and re-adding it from the ACORD Forms section.

Release 6.0.34.11

Fixes

• Bridging issues from TurboRater introduced in 6.0.34.10
• Zero day term auto policy commission calculation issues causing InsurancePro to crash while processing downloads

Release 6.0.34.10

Fixes

• Bridging issues with Accu-Auto
• Bridging issues related to marital status being longer than 10 characters ("Registered Domestic Partner"). The application now translates these values to "Single" when bridging the policy instead of throwing an error.
• Policy saving issues due to violations in auto policies
• Uninsured coverage values for auto policies incorrectly created while processing a download causing an error "Error: The field is too small to accept the amount of data you attempted to add. Try inserting or pasting less data." 

Release 6.0.34.9

Fixes

• Fixed issue where agent would not save when a non-admin agent created a new policy
• Fixed issue in the completion of a bridge to InsurancePro, where the application would open a previously opened policy directly on top of the bridged policy
• Fixed issue with some setups that could cause printing to fail
• Fixed issue with anamorphic scanning resolutions where the images would appear "squished"
• Fixed issue when downloading policies with more than 4 vehicles
• Fixed issue where bridged policies do not retain the driver order
• Fixed issue with "Auto Selection" on the Downloads screen
• Fixed an issue when copying a policy number to the Windows Clipboard from the Policy Summary screen

Enhancements

• Motorcycle policies now have a vehicle and a driver tab on the policy details screen
• TX bodily limits added to pull-downs
• CA limits added to pull-downs
• Changes to a policy are now logged as a note on that policy