Latest Updates 🐠 March 24th 2023

Improvements

Updated all Cigna and Cigna Life Insurance New Zealand policies to Chubb Life and Chubb Life Insurance New Zealand.
Improved the wording within the Nature & Scope of Advice to better fit situations in which two participants were applying.
Improved the wording in the KiwiSaver Fact Find on sustainability focus.
Added additional options in the Mortgage Recommendation for 3, 6, and 9 month repayment terms.

Fixed an issue with the back end search not correctly identifying if a client already exists in the system or not.
Fixed an issue with loading email templates for specific organisations.
Fixed a bug with the Complaints header in the Mortgage Recommendation Disclosure disappearing.
Fixed an issue where certain users were unable to delete activities that were generated via automations.
Fixed an issue with ANZ applications doubling up the size of the supporting documents.
Fixed a bug with KiwiSaver information not appearing in the downloaded Fact Find PDF.
Fixed an issue with the Mailchimp error notification system not working as expected under certain circumstances.
Fixed an issue with adviser@gettrail.com emails to not be sent out whilst looking like they sent.
Fixed an issue where F&G policy documents were shown in the client profile as existing policies (even if they were a new addition).
Fixed a bug causing question marks to show instead of apostrophes in headings under certain circumstances.
Fixed an issue causing a discrepancy of results between BNZ calculator downloaded from Trail and data manually inputted.