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May 15, 2024 Release Notes

End Customer Task List, Import & Export Subjects of Insurance

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

โœจ New


End Customer Task List

Agents can assign either Forms or Signatures for end customers to complete. Previously, end customers would see two separate pages: one for Forms and one for Signatures. We combined both. When an end customer logs into Wunderite, they will always be directed to their task list, making it easy for them to know exactly which work needs to be completed.


Import & Export Subjects of Insurance

We recently added support for adding Subjects of Insurance on Buildings. We expanded the feature by adding the ability to import and export Subjects of Insurance as spreadsheets.


Include Premise Address on Liabilities exports

Adds a Premise Address column to Commercial Liability export spreadsheets.


โ€‹โœ”๏ธ Fixed


Update collaborator link on Activity Log page

When viewing the Activity Log 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.


Unable to import spreadsheet with only VINs

Fixes an issue where agents couldn't successfully import a vehicle spreadsheet with only VINs. Now when an agent attempts to import a vehicles spreadsheet with only VINs, Wunderite will automatically fetch the vehicle details based on the provided VINs.

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