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April 24, 2024 Release Notes

Subjects of Insurance, Agent Dashboard sorting, various bug fixes

Philip MacDonald avatar
Written by Philip MacDonald
Updated over 6 months ago

โœจ New


Subjects of Insurance

Converts Real Property and Business Personal Property functionality so that agents can

can add multiple Subjects on Insurance by selecting Add Another. This makes Buildings Risk Data more useful for appropriately mapping data to ACORD forms.

For more information, check out or video walkthrough


Sort by Profile Name on Agent Dashboard

Adds the ability to sort by Risk Profile Name on the Agent Dashboard.


Simplify Risk Data import templates

Simplifies the Buildings, Liability Exposures, and Workers Comp import templates by only requiring a Premise Location number to properly associate a premise. Previously, a user would have to select from a Premise Location number and Premise Description.


Add Signature Packet ID to audit trail

Historically, the audit trail for a completed signature file included the Document ID, which is the ID for an associated Wunderite form. However, in instances when a user uploaded their own PDF, there would be no unique identifier in the Audit Trail. We added two new data points: Packet ID and Form ID.


โ€‹โœ”๏ธ Fixed


Policies cleanup and bug fixes

We fixed a variety of bugs on Policies, including notes not saving properly and edit mode not displaying all policy data.


LastPass autofills disabled email field when inviting a collaborator

Fixes an issue where LastPass password manager would autofill a disabled email field when an agent would attempt to invite an existing Risk Profile Contact as a collaborator.


Risk Profile page shows archived collaborator avatars

If a collaborator on a Risk Profile is archived, the collaborator's avatar would still display in the list of collaborators on the Commercial Risk Profile page.


Fix Digital Signature file activity hover popup flicker

Improves the loading behavior of the Digital Signature file activity hover popup, making it less likely that a user will encounter a loading state that causes a disorienting shift in content.


Checkmark on signature file PDF is distorted

Fixes an issue on completed signature file PDFs where checkmarks didn't retain their expected aspect ratio, causing them to look distorted.


Customer contact can't be re-added as a collaborator if they have a photo

Fixes an issue where a customer contact can't be added, removed, and then re-added as a collaborator on a Risk Profile if the contact has a photo associated with it.


Update collaborator link on Commercial Risk Profiles page

When viewing the Commercial Risk Profiles page, if an agent selected a collaborator, the agent would be taken to the agent's Account Settings page, but the collaborator's information would be displayed in the page header. We fixed the issue by navigating the agent to the Collaborators page for the respective Risk Profile instead.


Building thumbnail is blank if there is no associated photo or address

On Commercial Risk Profiles, if there is no associated photo or address, the user should see a building icon instead of blank space.


Update instances of "Invalid Date" to "Never Sent" for Collaborators

In some instances, a Collaborator invite might never get sent. For example, if an agent was invites a new customer to collaborate while preparing a file for signature, but doesn't complete the preparation process by sending the file. We updated the messaging so that an agent will see "Never Sent" instead of "Invalid Date" for the "Date Sent" column on the Agent Dashboard.


End Customer with multiple Risk Profiles is sent to incorrect profile when selecting Back

Fixes and issue where and end customer that belongs to multiple Risk Profiles would be navigated to the incorrect profile when selecting the Back button from the Forms page.


User assigned to a completed form continues to receive reminder email notifications

If an agent sends a form that is already completed to another user and includes reminder email notifications, the receiving users will continue to receive reminder emails even though the form is already completed. Note: there was no bug with incomplete forms. Reminder emails were working as expected for incomplete forms that are assigned and then completed by the receiving user.

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