Feature preview

You will have access to these features soon.

Loss Run Report

Accessible from the new Loss Run tab in the Reports menu, the Loss Run report is created by an agent for a single policy. A Loss Run report is a frequent request from a policyholder. This first stage of Loss Run reports will allow the agent to create a Loss Run for one of their policies without having to contact the carrier.

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Historical Submitted Application Report

With the Historical Submitted Application Report, you can get details of all submitted applications that occurred over a date range, regardless of the current status of the policy or if the policy was accepted/rejected by underwriting.

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Rate Capping

Rate Capping will allow a carrier to cap a renewal rate change at each renewal until reaching the approved rate level using either a maximum percentage increase/decrease or a set dollar amount.

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Publish rewritten reports

Several legacy hardcoded reports that directly access a client’s database will be rewritten to use dataframes instead of SQL statements, which will optimize infrastructure changes and reduce the potential for errors when balancing between reports.

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