IT Product Update - July 19 Release
Agency Monthly Billing notification enhancement
Agencies will now receive an email notifying them when the Billing Insured Statement Summary is available to view and print from the Agent Portal. The statements will be located under the menu EASYwriter ONLINE, then select "Financial Information".
Livestock Statement of Accounts
Authorized users are now able to run the Statement of Accounts for the Livestock Line of Business in EASYwriter Pro® (EWP). Log into EWP and select the menu Accounting, then choose "Statement of Accounts". The "Type" to select is LVST. Follow existing procedures to preview, download, or print a Livestock Statement of Accounts.
Updated Statement of Accounts
The Statement of Accounts has an updated look and feel, but it still contains the same valuable information. The EASYwriter Pro path to access the Statement of Accounts has not changed. It is still available under the menu Accounting, then select "Statement of Accounts".
Companion Policy reporting
To help you manage your Companion Policies we have added two new reports to the Report Center to allow users to view policies that are linked as companions, and to view the unit links that have been established between companion policies.
Check out the following reports:
- Companion Policies – Linked Policies
- Companion Policies – Unit Links
To make our reporting more user-friendly, we have added a "Unit Number" column to the MPCI Unit Practices and Types report.
Whole Farm quoting enhancement
We have made enhancements to the Whole Farm Full Farm Coverage Summary. Users can now select where the Coverage Summary is printed. They can select to have the summary print on the Summary of Coverage page, or as a Report, or as both.