InsurLink 2021 R4 Release Notes

Introducing eight new administrative reports that provide agencies with even further insights into how their customers are utilizing the features in InsurLink. These reports provide agency-level or division-level data for the actions that are currently tracked in the History tab at the Customer level. The new reports include:

Documents Downloaded Documents Uploaded Certificates Downloaded/Viewed Certificate Master Requests Certificate Holders Added/Requested Auto IDs Downloaded/Viewed Claims Submitted Policy Change Requests

Make sure your insureds have easy access to all your value-added resources. With the new links library and helpful links features, agencies can create a collection of external links to display on the Overview (home) page of InsurLink. This reinforces InsurLink as the go-to spot for insureds, and the launch point for all other external resources.

This feature is available for both the admin for agency- and division-wide use, but also at the customer level for tailoring to specific customer needs.

• For InsurLink Admin:
  • There is a new tab called Links Library next to Custom Content. Admins can add up to 100 links, choose the name for the link that will display to insureds, and decide if this link should be defaulted on or not for all customers. Since this feature is division-aware, the links will need to be added for each division. The first time an agency switches from agency mode to division mode, all existing links will copy over into each division. After that first copy, all new links will need to be added per division.

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• For Customer Admin:
  • There is a new tab called Helpful Links. All the links that were created at the admin level will appear here for each customer. If the admin chose “Default On” at the admin level, then the links will be turned on by default for each customer. A CSR will be able to turn off the link for that customer, as well as edit the links that came through from the admin level.
  • Any edits made at the customer level are specific for that customer and will not affect the admin side or any other customer. CSR’s can also choose to revert a link they have edited back to the original admin setting if they have edited it. They cannot, however, delete any of the admin links.
  • CSR’s can also add any new links per customer, which will only apply to that customer.
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These links will appear in a new tile on the customer’s Overview page called “Helpful Links.” All the links will open in a new tab so the insured can stay in InsurLink for any other needs.

Note: If the link is to password-protected content, the insured will need to enter their username and password.

Agency users can now give client users permission to view drivers on commercial auto policies. These commercial drivers will be searchable to the insured, and they can request to add or remove drivers just as they can on personal auto policies.

If an insured selects to “Remove Driver”, they are presented with a request form which notifies the agency per configuration settings:

Insureds can add attachments to Request New Certificate and Request Holders. How the agency sets up notifications for this type of request determines how users will find the attachments.

To allow insureds to use the Commercial Auto Policy Drivers List and Certificate attachments, an InsurLink Admin must will activate the features. Under the Settings tab, scroll to Default permissions, select the check boxes for the features you wish to enable, and choose which agency users can manage those permissions. Once your selections are made, scroll back to the top of the page and select Save.

• For AMS360 agencies:
  • If email notifications are enabled for this type of request, and the attachment is under 25MB, the attachment will automatically be added to the email.
  • If the attachment is between 25-65MB, it will be added to the customer’s Document section, and the email notification will contain the name of the document and a link.
  • There is a 65MB limit for these attachments.
  • Attachments will not be added to AMS360 suspenses as they cannot accept attachments.
• For Sagitta agencies:
  • If email notifications are enabled for this type of request, and the attachment is under 25MB, the attachment will automatically be added to the email.
  • If the attachment is between 25-65MB, it will be added to the customer’s Document section, and the email notification will contain the name of the document.
  • There is a 65MB limit for these attachments.
  • Attachments will not be added to Sagitta memos as they cannot accept attachments.

Agency users and client users can now select multiple documents and move them into folders at once. They can select the documents via the new selection boxes on the left and move them into folders. Previously, users had to move documents individually.

Note: When multiple documents are selected, other features like click to view and rename will be disabled.

Folder permissions

All InsurLink Sagitta agency users can now modify folder permissions for fellow employees and end-insureds. This feature exists in the Document Management tab on the client admin side. Previously, only InsurLink admins had access to this functionality.

Divisional Reporting for Sagitta

Sagitta InsurLink admins will now be able to run InsurLink admin reports by division. If divisions are enabled for the agency and divisions are set up in Sagitta, the Admin can choose any of the divisions from the drop-down menu at the top of the Reporting tab. This will generate all the reports with data for only the selected division. Admins will always have the option to select the “Agency-Level” division (the first division listed) to see the entire agency’s reporting.

DOO for Sagitta agencies

Job number, job type, and additional remarks will now flow into the DOO for certificate holders in Sagitta, as well as the DOO in the certificate that is displayed in InsurLink. This information is also searchable by the insured so they can more easily find the correct certificate. The new information will be appended to the DOO set by the agency if one was already set for that certificate.

• Fix for Agency Reporting: InsurLink was erroring out when some agencies tried to run admin-level reports. This release includes a technical rewrite of the Reporting tab to fix this issue.

  • Note: For AMS360 agencies with large data sets, upon initialization of the new reporting logic, and only on the initial run of reports, the UI will timeout and give an error. However, the services will continue to run in the background as we load the data. Refreshing the screen after 10-15 minutes will resolve this error.

• New Customize Notification type for when an insured emails an auto ID.
• Fixed an issue where due date was appearing incorrectly on invoices in the Billing Summary tab.
• Fixed an issue on the Users Report, the Date Joined field was not being populated. Note: this information will not retroactively update but will be updated for future users added.
• Fixed an issue where homeowners policies with watercraft limits do not show in summary.
• Fixed an issue when trying to add a holder when a certificate already had 2000+ holders.
• Fixed an issue where invoices for polices assigned to a broker did not show in Billing Summary.
• In Sagitta, fixed an issue where Agency Contacts Report would remove Agency Contacts.
• Reset document upload maximum to 200MB.
• Fixed an issue where dated off vehicles Auto IDs would show in InsurLink.