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Release Notes - September 2021

Changes to support tickets, cases and ideas for New Zealand and Australian users

Release Notes - September 2021

Contents:

  • Insight Integration – Create Client in Insight – Australia (Pilot)
  • Insight Integration – Update Client in Insight – Australia (Pilot)
  • Personal Accident Indicative Quotes – Australia (Pilot)
  • Updates to Liability Indicative Quotes – Australia

(1) Insight Integration – Create Client in Insight (Pilot) – Australia

A client can be created in Insight when the ‘Create Client in Insight’ button in selected for users who have Insight Integration configured. This also applies to the Partner portal.

 

 

A check will be done to ensure mandatory Insight fields are populated before the client is sent to Insight.

The client will be created in Insight with mapped fields from the Account record.

A URL link to the Insight client and the last date and time will be provided once the client has been created.

Progress posts will be provided in Chatter.



(2) Insight Integration – Update Client in Insight (Pilot) – Australia

When a mapped Insight field in the Account is updated and the Account is linked to an Insight client, the updated field will be automatically sent to Insight when the Account is saved. This also applies to the Partner portal.

If an error occurs, a notification will be provided in the Account record along with the ability to manually update the client using the ‘Update Client in Insight’ button. A component will also appear on the Account page to advise an error has occurred.

 

(3) Personal Accident Indicative Quotes – Australia

Contents:

  • Personal Accident Indicative Quotes (Pilot)

Personal Accident IQ.png
Personal Accident Indicative Quotes will now be shown on the Life & Income & Accident Insurable Risk
Quotes are offered from participating Insurers with assumptions made on conditional occupations questions, with some occupation work above 10M is included.

Quote Defaults to:

Standard Cover

Excess 14 Days
Benefit Period 104 Weeks
Capital Benefit $100,000

(4) Updates to Liability Indicative Quotes – Australia

Changes have been made to Insurer’s appetite and rates for Australian public liability insurance on Australian Insurable Risks
indicative-quote.png

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