Accounting

• User Not Showing in Accounting Even Though in the Right Group (EPS-7521): Resolved an issue isolated issue where users were not able to access accounting even though they had the correct group assignment and permissions. 

Automation Center

• Automated Emails Sending Out for Disabled Users (EPS-7464): Resolved an issue where Automation Center was sending emails out with disabled users listed as the senders. 

• Retention Center Workflow Incorrectly Firing (EPS-7240): Resolved an isolated issues where Retention Center workflows were executing for an agency even though they did not have the product enabled.  

• Carrier Notification Workflows Incorrectly Triggering (EPS-7001): Resolved an issue where the Carrier Notification Received Workflow was triggering for branches in an org when they should not be.  

• Claim Created Filter Not Working (EPS-6429): Resolved an issue where Automation Center was not recognizing the ‘claim created’ filter when creating workflows.  

• Automation Center Stuck On Running (EPS-6090):  Resolved an issue where some automations were stuck on running when action was never fired. 

• Automation Center Emails Show the Wrong Name (EPS-6057):  Corrected an issue where emails from automation center were showing the primary’s name instead of the co-applicant. 

Client Center

• Ampersand Sign Appearing in Agency Name (EPS-7333): Resolved an issue where the ampersand sign was appearing in the agency name. 

• Address Not Appearing On Downloaded CL Auto Policies (EPS-7336): Resolved an issue where the address on downloaded CL auto policies was not showing on the policy preview in Client Center.  

Communication Center

• Text Message Tags Not Filling Correctly (EPS-7284): Resolved an isolated issue where text message tags were not prefilling correctly based on issues related to the input of the co-applicants phone number. 

• Unable to Authenticate Credentials for Vonage (EPS-6666): Resolved an issue where agents reported that Vonage was not authenticating their credentials.  

• Vonage Calls Not Recording (EPS-4943):  Resolved an issue where Vonage was not recording calls even though the agency had the integration enabled.  

Management System

• Disabled User Date not Appearing (EPS-7286): Resolved an issue where the date was not showing in the system when an admin chose to disable a user in their agency.  

• ACORD 28 not Displaying Correct Images (ESP-7283): Resolved an issue where the ACORD 28 was not showing the boxes for building or personal.  

• Policy Sync Not Working (EPS-7059): Resolved an isolated issue where the policy sync feature was not displaying any of the synced data 

• ACORD 25 Displaying Incorrect Writing Companies (EPS-6474): Corrected an issue where the ACORD 25 was not displaying the correct writing companies on different LOBs. 

• ACORD 139 Not Prefilling (EPS-6366): Corrected an issue where the ACORD 139 was not prefilling policy data correctly. 

• Error Message On NY ID Cards (EPS-6042): Resolved an error where agents got an error on NY ID cards for package policies. 

• Applicant Search Returns No Results (EPS-4625): Resolved an issue where the applicant search was not returning results in the List Applicant area. 

• Unable to Audit Transaction On Policy (EPS-4325): Resolved an isolated issue where agents could not audit transactions on policies that had a previous policy number. 

• Convert Policy not Pulling In Data (EPS-3146):  Corrected an issue where agents were not able to get data to prefill when converting a policy unless they clicked on ‘Continue and Edit.’ 

• Not Able to Add Note on Policies in iPad (EPS-7145): Resolved issue where agents were not able to add note on policies while working on an iPad.     

• Activity Notes For Emails Have Incorrect Sizing (EPS-6659): Corrected issue where the activity notes for emails had too much spacing compared to the other notes. 

Rating Engine

• Citizens RCE Prefill Not Showing (EPS-7618): Resolved an issue where Citizens agents were getting an error listed as ‘undefined’ when trying to access the lookup service. 

• Independent and Shared Tabs Not Displaying All Users (EPS-7514): Resolved an issue where agents the carrier logins page was not showing all available users on the independent and shared tabs. 

• Switch Applicant not Providing Expected Results (EPS-7269): Correct data issues where the applicant switch was not providing consistent results. 

• Auto-Owners Prompts Not Showing (EPS-7396): Resolved an issue where the template prompts for Auto-Owners were showing as blank. 

• MSB Lookup Throwing Error (EPS-7155): Resolved an issue where agents were receiving an error stating ‘Additional rating data not accessed in EZLynx.’  

• Applicants Assigned to Branch Cannot Have Leads Saved (EPS-6086): Corrected an issue where users at the main could not save the leads for applicants at branches