6.19.2020 Release Notes

Download Your Submission Data & Underwriter Onboarding Improvements

For carriers and agencies, it’s important to be able to record what takes place with submissions and quotes, from documents to discussions. With this release, we’re making it possible for both carriers and agencies to download files and collaboration from the Internet of Insurance. So you won't have to do dual entry.

 

We’re also helping carriers onboard their underwriters more efficiently by notifying the carrier manager about submissions sent to underwriters who are new to the Internet of Insurance.

Download all files

Both the carrier and the agent are now able to download any file associated with a given submission. You can also download the history of updates and messages that are held in the group chat. These files can be downloaded individually or as a zip file. 

Included with this feature:
  • Group chat is downloadable 

  • Narrative is downloadable 

  • All files attached to a submission are downloadable

Additional email notifications for carriers

For each carrier in our system, we can now create custom rules around additional notifications for the submission. For example, an underwriter manager can now receive a notification email every time an underwriter with less than 5 notifications from the Internet of Insurance receives a new submission.

This will help onboard underwriters by connecting them with people more familiar with the system.

Included with this feature:
  • Renewal instructions included in the renewal submission email

  • Issuance instructions included in the policy bound notification email 

  • Full list of email recipients included on the submission page

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