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Release Notes – 26 August 2022

Contents:

  • Property Quotes (Generally Available)
  • Create Property Insurable Risk from Account and Opportunity
 

(1) Property Quotes (Generally Available)

Directly from insurable risks,  users can now get quotes from SCTP or Sunrise insurers (Blue Zebra Insurance, QBE Insurance, Hollard Insurance) through the ‘Get Quotes’ button in a Property Insurable Risk record.

 

To activate, please contact Support

(2) Create Property Insurable Risk from Account and Opportunity (Pilot)

A Property Insurable Risk can now be created from an Account and from an Opportunity.
In either Opportunity or Account, select Create Insurable Risk in the menu.

Further Insurable Risks will be added to this button during the pilot.