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May 1, 2024 Release Notes

New Team Members & Team Settings pages, AMS360 import/export updates

Philip MacDonald avatar
Written by Philip MacDonald
Updated over 8 months ago

โœจ New


New Team Members and Team Settings pages

We split the Account > Team Settings page into two new pages and migrated them to the sidebar: Team Settings and Team Members. Included in the updated pages is the ability to search for agency team members.

  • Agent Admins can update settings.

  • Agent Members can view the pages, but not update settings or members.


AMS360 Risk Date Import/Export Updates

For agencies that have AMS360 configured as their AMS associated with Wunderite:

  1. Update our AMS360 Risk Data imports/exports so that the first unnecessary header row is automatically removed, so that this step wouldn't need to be manually completed by the agent user.

  2. Update the drivers risk data schedule Wunderite exports to use the mm/dd/yyyy format, so that agent users can import the data into AMS360.

  3. Update Workers Comp import/exports so that Exposure (Remuneration) maps to the Wunderite Payroll value.


Add additional empty states on Commercial and Personal Risk Profile pages

On the Commercial and Personal Risk Profile pages that list all Risk Profiles, we added additional empty states, making it more obvious what risk profiles are available and if there are any filters that might be affecting your view. We display the following empty states:

  • All Profiles filter button is selected, but no profiles exist

  • All Profiles filter button is selected, some profiles exist, but no search results are available based on an agent's search

  • My Profiles filter button is selected, but no profiles exist

  • My Profiles filter button is selected, some profiles exist, but no search results are available based on an agent's search


โ€‹โœ”๏ธ Fixed


Personal Risk Profiles: Can't access other pages in profile after viewing Real Estate detail view

Fixes a specific navigation issue where an agent couldn't access other pages on a Personal Risk Profile if they had previously viewed a Personal Real Estate detail view in the same session.

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