- DATE:
- AUTHOR:
- FGI Tech
Release Notes for 7/15/23
We’re thrilled to be providing your team access to new features that were just released in T.R.U.S.T.
As part of this release we deployed the following features:
Master Policy settings propagation to Prospects/Clients
Ability to sync prospect creation with Creditsafe
Policy Premium Tracking Dashlight and alert
Prospect and Client matching
Master Policy settings propagation to Prospects/Clients
Trust now supports the ability to have a master policy set under a management company and have prospects and clients assigned to the master policy.
When changes are made to the master policy settings, all of the changes will propagate down to all of the prospects/clients that fall under that master policy.
See the help document here for more details and a walkthrough of this feature.
Click this Link to see the guide
Ability to sync prospect creation with Creditsafe
T.R.U.S.T. users will now be able to integrate their Creditsafe access within T.R.U.S.T. and use Creditsafe during prospect creation to ensure company info is pulled directly from Creditsafe.
This feature is available to all customers that have a Creditsafe API account and would like to utilize it for client and prospect creation and monitoring.
More info on how to use this feature can be found in the following help document.
Click this Link here to see the guide
To get access to this feature, reach out to our customer success team to get setup with your own access.
Policy Premium Tracking
T.R.U.S.T. now supports the ability to track premium payments when they due for users clients. This feature allows factoring and banking T.R.U.S.T. companies to track their internal clients payments toward a policy premium and be alerted when policy premiums are coming due or are overdue.
This feature helps with staying on top of your clients payments toward their policy premiums and provides helpful insight into the governance of premium payments.
To have this feature enabled, please reach out to our customer success team and we can work with you to get this feature added to your account.
Additional items that we released:
Support PIPE TILDE delimiter in data import for all imports
Update Allianz Trade State Definition
Store CreditSafe and Reg# for some Import Type
Debtor Block Migration
Update Allianz Trade State Definition