Release Notes for 6/15/23

Today we’re thrilled to announce a few big improvements to TRUST. We have deployed the following features:

Ability to support Joint Insured functionality

TRUST now supports functionality for joint insured. Joint Insureds are ownership companies that will be located underneath a single management company in TRUST and can be assigned to Prospects and Clients.

Active Prospects and Clients can only be assigned to a single joint insured.

• Joint Insured field will be displayed on the following pages:

  • Client Dashboard (Global Navigation)

  • Clients table (Global Navigation)

  • Prospects Table (Global Navigation)

  • Debtors Table (Global Navigation)

  • Active Limits Report

  • Client Info Page

• Joint insured is also a required field to be chosen during prospect creation

List/Store Active Policies in TRUST and Alert users when Policy count is low

TRUST now supports the ability for users to upload as batch list of policy numbers that will be assigned to Prospects upon creation.

For users with the proper privileges, policy numbers on the policy management screen. To get there click on Client Dashboard > Policy Info > Policy Management Button.

When loaded Policies become low in TRUST users will receive a notification email alerting them to load more policies.