Latest Updates 🦃 November 26th 2021

Fixed an issue where draft emails were syncing into Trail.

Fixed a bug where the ‘Block email address’ modal was not closing.

Fixed an issue where the Requested Documents feature was not working as intended.

Fixed an issue where the order of the Requested Documents as they appear in Trail did not match the order that they appeared in the Request Documents email template.

Fixed issues with the Westpac calculator field when there are 5 or more dependents.

Editing sections in Insurance opportunity - Refine Cover is now working as intended.

Only policies that are In Force will be shown in the Policy Schedule download.

The Enforced status has been added as an available column to the Policy Schedule download.

Fixed an issue where in certain circumstances, the Life Assured column did not return data.

Product notifications have been updated so profile owners will be able to receive these notifications if set up in their settings (not just the product manager).

Trail now pulls in the variations to the income protection structure (e.g. change to cover type, stepped/level, wait period) into the SOA.

Insurance Fact Find (and downloaded PDF) now includes future properties and rental incomes.

The Resimac Calculator has been updated to V5.0.

The ASB calculator has been updated to V1.70.

The Sovereign Calculator has been updated to V1.70.

The BNZ Calculator has been updated to V12.4.

We are in the process of updating the Cooperative Bank Calculator to V5.1.