InsurancePro Update 6.0.36.87

We had some reports of a few issues in 6.0.36.85 and are releasing 6.0.36.87 to specifically take care of them.  We will begin rolling out 6.0.36.87 in the next couple of days.  Many of you will see the option to upgrade, soon.  This release is strictly designed to fix a few noted issues and contains no enhancements.

Users on 6.0.36.85 will receive a mandatory update when it is their turn to upgrade.  The optional upgrade is not available to users on this version.

If you have any questions, let us know!

InsurancePro update 6.0.36.85

For those of you on 6.0.35, we stopped our roll-out of 6.0.36 to focus on some enhancements that we thought were important for you to have.  We are now done with those enhancements and have started our roll-out again.  We've addressed some issues as we always do, but we've also added the following enhancements:

• Cross Sell Reports
• Enhanced management of currently logged in users
• Enhanced bridging providing better feedback for data that can't be bridged

We will begin ramping up the number of agencies this release will be available to over the next few weeks.  If you need these features, let us know.  We may be able to get you on the release sooner rather than later.

Cross Sell Reports Coming To InsurancePro

Yes, that's right!  We've taken a moment here at ITC to implement Cross Sell reports into InsurancePro.  We're working hard to get this release in your hands and will continue the roll-out in the next few days when our testing is complete!  Thank you for your patience!

Server work on Saturday, April 14th

We will be doing server work on the night of Saturday, April 14th.  InsurancePro will be unavailable beginning at 11 PM CST.  Please plan accordingly.  Have a great weekend!

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.

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

Dear Administrators

We would like to let you know about an enhancement in 6.0.35.15 that we believe will make your agency's move to 6.0.36 an easier one.  We implemented a rule in InsurancePro a long time ago that made upgrades mandatory after one person upgraded in the agency.  It did not matter who in the agency upgraded, it only mattered that they did.  We've added a configuration that allows you to limit the initial upgrade to only be available to administrators.  This configuration is turned on by default.  You can modify this setting by clicking on "File" -> "Options" -> "InsurancePro Setup Options".  Then click the "Setup Default Options" button.  The second configuration from the top is named "ONLY Administrators can install optional updates."  Uncheck this setting if you do not mind anyone performing the initial upgrade, thus causing a mandatory update for all others.  This will allow you to perform your upgrades at a time that is more convenient to you.

This is a screenshot of the System Options screen for your reference: