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August 21, 2024 Release Notes

Tools page redesign, sort Commercial Risk Profiles by collaborator

Philip MacDonald avatar
Written by Philip MacDonald
Updated over 3 months ago

โœจ New


Tools page redesign

The Tools page got a facelift, making it easier to find helpful tools like the Forms Library, SIC Search, NAICS Search, VIN Decoder, etc.


Request Signature for incomplete form from the Forms Index page

Adds an option for single incomplete forms to Request Signature on the Forms Index page. When an agent selects Request Signature on an incomplete form, we automatically complete the form for the agent. Adding this menu option decreases the effort it takes to request a signature on a form.


Sort Commercial Risk Profiles by collaborators

Primarily for agencies using the AMS360 integration, this feature allows agents to sort Commercial Risk Profiles by whether a profile has any collaborators. If a profile has collaborators, then we resort "Last Updated" as a secondary sort. Note: this means that if every risk profile has a collaborator, then sorting by Collaborators will be identical to sorting by Last Updated.


โ€‹โœ”๏ธ Fixed


Remove single risk data export button

The button to export a single specific risk data item was no longer working, so we removed it entirely, freeing up more space on the page while deprecating an unused feature. i.e. You can still export all vehicles on a profile or all buildings on a profile, but you can no longer export a single specific vehicle or a single specific building on a risk profile.

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