T.R.U.S.T.™ Release Notes 8/15/23

Our latest update of T.R.U.S.T. unlocks the ability to use the Overdue Report via a Master Policy and report all aggregated debtors across the system.

This report will be available to customers using master policies.

To access this report, navigate to Prospects > Select the Master Policy > and then click on the Policy Reporting Dash light.

Also included in this release was the ability to view debtors that have policy currencies that may differ from the master policy currency.

In those situations, the debtors will be shown with the Original policy currency as well as the master policy currency.

Thanks for reading! You'll be hearing from us again soon.