IT Product Update - June 28 Release
Self-Service Agency Financial Account Viewer
You asked for it! You got it! NAU Country introduces our new Financial Account Viewer. This enhancement was requested specifically by agents, like you. The Financial Account Viewer enhancements allow you the ability to self-service your insureds and provide the excellent customer service they deserve. Information from billing to indemnity amounts to financial documents will all be available for you to access! Find out more here.
Field Insights™ allows sharing of acreage reporting data
Acreage reporting is in full swing and for many, getting those acres keyed into EASYwriter Pro® (EWP) is nearly done. Now it’s time to utilize the new features implemented into Field Insights to maintain those crops.
Acreage reporting has not changed! The farmer provides the acreage information to you. Once you key the acreage information into EWP, whether through Map Entry or Quick FTF, and then commit the policy, that acreage information will automatically transfer to the associated field in Field Insights for that policy.
In addition to this, any edits made to the field, like adding a pivot or splitting a field, will also update the applicable field within Field Insights as well!
Once acres are uploaded from EWP into Field Insights, the following information will be listed for the applicable Field Card:
- Plant date (can be edited by the policyholder)
- Irrigated status
The policyholder can use all of the functionality Field Insights offers using this information, but for the most accurate representation of the field, the following information should also be entered manually:
- Surface Drainage Quality
- Drainage Tile
- Relative Maturity
Please note, once the above selections are made, they will roll from year to year for the applicable field and will not change unless manually changed.
When creating a Standalone Crop-Hail quote from an MPCI policy, we have now added the ability to add the Cash Flag through the wizard. You can access the “Create Standalone Hail Quote” by selecting the “Edit” menu and then “Create Standalone Hail Quote” from within a MPCI policy quote.
The EASYquote Quick Edit window has been updated so you can now change the share percent on all lines or on selected lines. To update all lines, a new Share entry box has been added to the bottom of the window under the Acres entry box. Enter in your share percent and click “update”, and all lines will automatically update with your new share percent. To only mass update the Share, you can clear out the Acres entry box.
Farm Name changes on the Schedule of Insurance (SOI) documents
Only the Farm Name of the location planted per unit, will display on the following SOI documents:
- Schedule of Insurance
- Preliminary Schedule of Insurance
- Renewal Schedule of Insurance
- EASYmapping® Schedule of Insurance
- NAU Country mobile Preliminary Schedule of Insurance
We have added an "Agent" filter in the Report Parameters window for the Missing APH and Missing Acreage reports. You are now able to filter these report results by Agent.
The Renewal Packet in the Document dropdown of Batch Print Manager and Policy Document Manager has been added to the Sales Closing Category.