Vertafore Agency Platform 2016 R4 Release Notes

The capabilities of the Vertafore Agency Platform packages are shown in the following table. Because the capabilities may be released independently, the links with a Doc ID are for release notes on My Vertafore for that capability. You must be registered with My Vertafore and signed in to access these documents.

Capability
AMS360
BenefitPoint
PL Rating
Pipeline Manager
ReferenceConnect Doc ID: DOC1500
Sircon AgencyEDGE
Sircon ProducerEDGE
TransactNOW Doc ID: SOL25397
Vertafore Single Sign-On
WorkSmart

For more information about the capabilities included in the Vertafore Agency Platform packages, visit Vertafore.com/Platform.

Vertafore Single Sign-On, AMS360 2015 or 2016 with minimum workstation requirements. For more information, see the Technical Version Matrix (Doc ID: DOC1325) on My Vertafore. You must be registered with My Vertafore and signed in to access this document.

Supported

Operating Systems

• Microsoft Windows 7 (32-bit and 64-bit)
• Microsoft Windows 8.1 (32-bit and 64-bit)
• Microsoft Windows 10 (64-bit)

Browsers

• Microsoft Internet Explorer 11 (32-bit) with default settings

Microsoft Office

• Office 2010
• Office 2013

For more information about Vertafore Agency Platform recommended and supported configurations, see the Supported Configurations Matrix (Doc ID: DOC822) on My Vertafore. You must be registered with My Vertafore and signed in to access this document.

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AMS360 Client Setup

• Before
  You had to enter or edit a client separately in AMS360.
• Now
  You can now enter a new AMS360 Client or edit portions of the AMS360 and PL Rating client from My Agency Home.
  
  To enter a new client, click Actions> New Client.
  
  
  
  The name you type is automatically checked for a matching customer in AMS360. If matches are found you see a message on the page.
  
  
  
  To edit client information, move the mouse over the end of the item you want to change. An edit icon displays that you click to open the editing window for that information.
  
  
  
  

New Toolbar for Navigation and Search

• Before
  The Platform menu provided navigation and you initiated a client search from a field on My Agency Home.
• Now
  Icons replace the menu and search field allowing you to quickly move between Dashboard (My Agency Home), Client Search, Actions, Capabilities, and More.
  
  

With this change to the navigation in Platform, clicking the Vertafore Agency Platform logo in the upper left corner of the page no longer returns you to My Agency Home. To do that, click the Dashboard icon.

Redesigned Client Search

• Before
  The Client Search and filter options were both on My Agency Home.
• Now
  You'll click a search icon on the toolbar at the top of the My Agency Home to open Client Search. The Filter options are easily accessible on the search page, too.
  
  
  
  A list of your most recent clients displays below the search box so you can quickly pick from the list.
  
  

Policy Transaction History in Client Summary

• Before
  Client Summary showed only the policy with some details.
• Now
  You can view all transactions by clicking the Policy Transaction icon to the left of the policy number in the grid.
  
  
  
  

Email Address in Client Search Results

• Before
  Clicking an email address link in Client Search Results opened Outlook with the address in the To field.
• Now
  Clicking an email address in Client Search Results opens the Contacts window where you can send an email message and have the option to log an Activity.

SalesTrack on Capabilities List

• Before
  It wasn't listed as a Capability.
  
• Now
  If you are provisioned for SalesTrack you'll be able to access it from a new link in the Capabilities list.

The following fixes are included in this release.

Defect Area	Resolution
Client Search	If you rearrange the columns by dragging and dropping them, the data in the columns will move with the column as expected. You can click into a search term to correct the spelling instead of having to retype the entire name again.
Expiring Policies panel	Policy expiration dates now match the expiration date in AMS360. Clicking the policy number link opens the policy as expected when the source is set to Renewal List Tool and the policy stage is Renewed.