Monday, February 13, 2012

Beginning the rollout

We have begun our roll-out of 6.0.36.  If you haven't been prompted to upgrade, yet, don't worry.  We are enabling the upgrade several agencies at a time in no particular order.  If you need 6.0.36 now and don't want to wait, call in to our support staff and we'll get you going.  This may take a couple of weeks to reach all of our customers.

Thursday, February 2, 2012

Revisit of 6.0.36 Release Enhancements

This is a brief list of enhancements provided in 6.0.36.  We delayed the release of 6.0.36 to work on "Payments Processing".
  1. Payments Processing
    1. New work flow introduced to InsurancePro that allows for reconciliation between payments received and company transaction reports
  2. File storage upgrade
    1. Transfers of scanned images, forms, and letters are faster
  3. AgencyBuzz Integration
    1. Leverage the marketing capabilities of AgencyBuzz with InsurancePro
  4. EZLynx Integration
    1. Transfers data from InsurancePro to EZLynx
  5. Screen Updates
    1. Several screens have been updated to provide a better user experience.
  6. Download Certifications
    1. Kingsway, Equity, Michigan Millers, and Pacific Specialty
  7. Splash Screen
  8. Soft Deletes
    1. Some data is now easier to recover should the data be deleted
  9. New Configuration Screen
    1. This is the start of an effort to move all configuration to a single place in InsurancePro
  10. Commissions calculate on downloaded transactions
    1. This is not implying that we download commissions, but we do calculate them based upon information already stored in InsurancePro