Change Log

Backlog

• create inbox for brokers of incomplete policies

• remove notification option from doctypes

• Sent COI

  • send copy of email to customer service email

  • create a slack of notification

  • create a note in close crm

• Incomplete policy

  • create a slack notification to the broker

  • create a task in close crm assigned to broker

Todo

• implement broker statements

• create permissions for CSA

• include policy id, name of insured, name of broker in Notification Emails

  
  

Complete

• Filter policy options in Certificate creation to only include policies related to that insured.

• Filter certificate holder select options to include only certificate holders related to the Insured.

• Remove unused Certificate fields.

• Reformat dates in certificate PDF's to dates in reverse order for pdf mm/dd/yyyy .

• when a policy is incomplete allow CSA to submit a remark of what needs to be changed.

• implement incomplete policy workflow

• allow attachments to be sent with certificate

• Remove unused Policy fields.

• create support@jmgia.com email for all COI