Vertafore Agency Platform 2017 R1 Release Notes
We are pleased to release Vertafore Agency Platform 2017 R1. With each release, we are improving and updating Agency Platform to provide you with the best possible experience.
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.
We value your feedback to ensure we are working on what is most important to you. On the toolbar in the Platform application, click the More icon (...) > Help > Feedback. We appreciate your input to help us provide you with the highest quality product.
Feedback link
PL Rating Client Setup
- Before
You could enter a client for AMS360 in My Agency Home, but not PL Rating. - Now
You can now enter a new client in My Agency Home and have it show in AMS360 and PL Rating.
To enter a new client, click Actions > New Client.
Any client you enter is created in AMS360. To create the client in PL Rating, too, mark All or Personal Lines in Type of Business. You can also edit client information in Platform and have it update the information in both PL Rating and AMS360.
Open Multiple Clients
- Before
Only one client could be open in Platform at a time. You had to use AMS360 to open multiple clients. - Now
You can open multiple clients and switch between them to answer questions or do work.
Open additional clients from the Search page by right-clicking a name from the recent clients listed below the search box or searching for a name and right-clicking it in the Search Results.
When you click a client it opens on the main Vertafore Agency Platform tab. Clients opened with a right-click are shown on separate tabs or new browser windows based on your settings. The number of clients you can open is only limited by your system resources.
To -Do Panel and Tile
- Before
The To-Do Tile and Panel weren't available on My Agency Home. - Now
You can add the To-Do Tile and Panel so you can see your suspense items and act on them.
By default, the tile and panel aren't turned on. For information on turning on the tile and panel see Customize Tiles and Panels. |
Work Queue
- Before
Basic keyboard interactions did not exist for Work Queue.
- Now
- You can move selection via the keyboard Up/Down arrow keys.
- When at the beginning of list, Up arrow key does nothing. When at the bottom of list, Down arrow key does nothing.
- When a work item in the Work Queue is selected AND in focus, pressing the Enter key will initiate the Open action.
-
Ctrl + M or Shift + F10 or the Menu Drop-down key opens the right-click menu.
- Pressing the Esc key or clicking outside of the context menu dismisses the right-click context menu when it is open.
- When the first item in context menu is selected,
the following keyboard navigation applies to right-click context menus.
- Move selection within context menu via keyboard up/down arrow keys.
- When there is an additional submenu (e.g. Priority) the
Right arrow key moves selection to sub-menu, the
Left arrow key moves selection back to main menu and dismisses sub-menu.
The Enter key shortcut in the context menu performs the selected action.
- You can move selection via the keyboard Up/Down arrow keys.
Import Bin
- Before
Basic keyboard interactions did not exist for the Import Bin. - Now
- Ctrl + M or Shift + F10 or the Menu Drop-down key opens the right-click menu.
- Pressing the Esc key or clicking outside of the context menu dismisses the right-click context menu when it is open.
- When the first item in context menu is selected,
the following keyboard navigation applies to right-click context menus.
- Move selection within context menu via keyboard up/down arrow keys.
- When there is an additional submenu (e.g. Priority) the
Right arrow key moves selection to sub-menu, the
Left arrow key moves selection back to main menu and dismisses sub-menu.
The Enter key shortcut in the context menu performs the selected action.
- Ctrl + M or Shift + F10 or the Menu Drop-down key opens the right-click menu.
Access to Process Dashboard
- Before
Users had no access to reporting dashboards.
- Now
Managers can access the task data of their teams in order to manage the active work on the floor through a dashboard.- Clicking displays the Capabilities menu which now includes the ImageRight command. Clicking ImageRight launches the ImageRight Browser Client in a separate browser window.
- Clicking in ImageRight Browser Client starts Process Dashboard. Refer to the Work with Process Dashboard topic for detailed information on how to use Process Dashboard.
- Clicking in Agency Platform toggles the default dashboard view between the Work Queue only view and the integrated view.
This feature requires ImageRight 6.3.
- Clicking displays the Capabilities menu which now includes the ImageRight command. Clicking ImageRight launches the ImageRight Browser Client in a separate browser window.
Stream Video and Audio
- Before
You needed to download audio and video files and open them in another application.
- Now
Supported video and audio files can be streamed within the document viewer.- For a list of supported compression types go to: http://caniuse.com/#feat=audio
- The following HTML5 Audio file types are supported:
- MP1
- MP2
- MP3
- MPG
- MPEG
- OGA
- OGG
- WAV
- For a list of supported video compression types go to: http://caniuse.com/#feat=video
- The following HTML5 Video file types are supported:
- MP4
- M4V
- OGV
- WEBM
© 2017 Vertafore