Here's a summary of the things we've been working on in the last few weeks

 

We're going to be rolling out the latest version of CFS today, should you have any questions about these new features or how bug fixes have been implemented please contact daniel@durell.co.uk, or create a support ticket at support.durell.co.uk.
 

2020-11-03 (v4.7.6)

• Major - added new automatic refer to underwriter option for failed Sanction look-ups, please contact olaf@durell.co.uk for more information if you would like to use this feature.
• Major - the display of the locked navigation menu on the top of quote pages when logged in has been improved.
• Messages sent from logged in advisers/leads to the broker now correctly get sent to the broker rather than being sent to that adviser/lead.
• Added new customization option to the gross premium / income widgets in the policy and renewal dashboards so you can now optionally show total invoiced / commission (respectively) instead.
• A second additional pay away has been added for leads/advisers, and a new pay away option "% of fee" has been added so you can choose to pay the entire brokerage fee (or part of it) to the lead. 
• The options to "Create & Send" renewals on the admin dashboard are now only visible when the automatic insurer selection at renewal is not set to "None".
• The premium for newly invited CFS renewals now shows the CFS value excluding addons for a better comparison YoY.
• Premiums displayed on the admin dashboard & user dashboard are now formatted correctly in the selected quote currency.
• You can now show the "friendly decline" (paper plane animation) screen for refers as well as declines. 
• Downloaded documents can now be automatically hidden from the client.
• Policy reference generation has been tidied up internally to prevent unwanted policy references on occasion.
• Premium calculation notes now displays correctly when values are added to variables.
• The Premium Credit integration has been improved with new timeouts meaning the results page will no longer hang when the Premium Credit service is unavailable. 
• The API key editor now lists all quote types.
• Cancellation adjustments now apply to Cancellation transactions instead of being restricted to NB (but will still only apply to a single transaction type header line).
• The automatic update event feed for the admin dashboard has been improved to honour additional settings in the system token for new events, therefore if a token is restricted to show leads for a set list, this list will equally apply to new events. 

You will see these new changes available on the live site from around 1PM. If you host CFS on your own AWS instance changes will be active a little later, in line with usual release timeframes. Should you wish to not receive the update for your instance please notify us before 12pm.

Regards,
The CFS Team