Release Archive

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  • Pending Renewal Banner:
    Added a banner on Policy Summary screen when there is a pending renewal that had not been paid. This will remind users to make a payment before the policy cancels for non-pay.
  • Policy Document Performance:
    This enhancement focused on how Frontline Pro searches for documents and results in faster load time. Additionally we fixed certain document accessibility issues.
  • Policy Change- Invoice Payor:
    This fix corrected a bug where the payor was incorrect on invoices after a policy change.
  • Added “None” Option for Opening Protection:
    Added the option for user to select “None” from the dropdown for opening protection. The system will default to ‘None.”
  • Billing Tile label change:
    Added a feature to display “Current Payment” or “Next Payment” labeling under the Billing Tile in the agent portal. This will clarify what is due now or what is due next.
  • Primary Email Required on Claims:
    The email address is now required when filing a claim. This will help to ensure additional lines of communication to the insured through the claim process.
  • Notes in Activity from UW:
    Fixed bug that was preventing the formatting of notes to be consistent from underwriting. The formatting within the Activity Note, sent by underwriting, will carry through to the agent portal.
  • Added Notes to “Submit to Underwriting:”
    Added notes feature to “Submit to Underwriting” activity, for exception quotes. This will allow users to submit an Activity with a note attached within a Quote.
  • Company Type Dropdown:
    Added a field for Company Type as a dropdown for users that select “Other (LLC, INC).” This will provide clarity as to the type of entity the Insured Company is.
  • Green Hovering Text:
    This feature helps to highlight which section the user is about to select and helps with the overall look and feel within Frontline Pro.
  • Additional Named Insured on Forms:
    Enhancement in which Additional Named Insured now appears on Policy Forms along with Primary Named Insured.
  • Miscellaneous Performance Improvements:
    Fixes have been implemented to improve the performance of the Policy/Quote Search pages along with the Activities section.
  • Activity Email:
    Fixed issue that was preventing the Activity Notification Email from being sent to the agent for quote related activities.
  • Phone Number for Company Types:
    Updated formatting of phone number for “Company” insured types. The system will now only required a “business phone”.
  • Required Address Fields Fix:
    This fix addresses an issue that was causing risks to be bound without the City field being completed in the mailing address.  This field is now required and the system will prompt users when this field is blank.
  • Preview Invoice on Renewals:
    This fix removes the Preview Invoice button on renewals. The invoice should instead be accessed from the Billing Documents section.
  • Miscellaneous Performance Improvements:
    Several changes have been made to improve the performance of the Activities page.  This includes removing unused Tiles and relabeling Tiles to improve user experience and streamline the Activities functionality.
  • POS2 Policy Search Issue:
    Fixed issue that would cause the application to crash when a user erroneously entered an incorrect policy number in the policy search field.
  • Activity Enhancement:
    Added functionality that will cause activities in the activity list screen to be highlighted when the mouse hovers over.  This was requested so that users would be more aware of the expand capabilities for each activity.
  • Internal Activity Filter:
    Fixed issue that was causing Frontline “internal only” activities to be displayed in the agent portal, which was causing confusion. With this change, these “internal only” activities will no longer be displayed.
  • Recently Viewed Policies Performance Enhancement:
    Miscellaneous performance improvements to this page.
  • Wiring Type Description Fix:
    If “other” is selected for wiring type, a description must be entered by the agent in order to proceed with binding.  If this field is missed when clicking the bind button, an error will be displayed and the missing field will be displayed in the list of missing fields in the left hand menu.
  • Paperless Email Display Enhancement:
    The paperless email address is now displayed in the policy dashboard/policy details page just under the paperless selection field.
  • Flood Quote:
    Fixed issue that was preventing the “Create Flood Quote” button from displaying in the quote phase.
  • Agent Portal File a Claim Fix:
    Cancel button displayed in the First Notice of Loss screens was not operational. This has been fixed so that users can abandon the FNOL by clicking this “cancel” button.
  • Loss History Report Fix:
    Addresses an issue that would not allow users to reorder the Loss History Report after the Primary Named Insured or Additional Named Insured information was changed.
  • Enhancement:
    Removed Billing Details section from the Policy Details page so that all billing related information is now displayed within the Billing tile.  (Note that billing documents are still accessed through the Document tile – Billing Docs section)
  • Enhancement:
    Auto add losses based on data pulled from Loss History Report.  This information is now displayed in the Loss History section.
  • Enhancement:
    When renewal offer is active and a policy change is made to the expiring term, automatically apply the change to the renewal.
  • Enhancement:
    Auto logout page display improvements
  • Enhancement:
    Florida Mobile Home – new parks added.  (The Village of Lake Tarpon and Plantation Oaks of Ormond Beach)
  • SC Secondary Water Resistance:
    Corrected an issue where the Secondary Water Resistance was always defaulting to “none”.
  • Implement Insurance Score for Florida HO3 & HO6:
    There were many miscellaneous changes involved with this change.  Below is a list of the primary changes:

    • Insurance Score will be utilized for policies effective on or after 8/15/18 and can be quoted in the portal as early as 6/21.
    • A “simulated score” will be used to calculate the initial premium estimate.  This is achieved by the user selecting from a list of insurance score ranges and selecting the number of non-act of God losses experienced by the named insured.  The user must also check an insurance score acknowledgement in order to advance.  The insurance score range is defaulted in the portal to “Very Good” and the number of losses are defaulted in the portal to “0”.  (These fields are only displayed when State = Florida, Policy Type = HO3 or HO6, effective date of policy is on or after 8/15/2018)
    • We have added Prefix, Middle Name and Suffix to the list of fields used to capture the named insured and improve insurance score hits.  Agents are asked to ensure the proper legal name is entered at the time of quote.
    • The date of birth is now a required field in order to advance beyond the New Quote Details screen.  (This field is only displayed on the New Quote Details page when State = Florida, Policy Type = HO3 or HO6, effective date of policy is on or after 8/15/2018)
    • The social security number is displayed on the New Quote Details page.  Agents are encouraged to provide this information, but it is not required to run the score.  (This field is only displayed on the New Quote Details page when State = Florida, Policy Type = HO3 or HO6, effective date of policy is on or after 8/15/2018)
    • The ordering of the actual insurance score is achieved through a new button in the left hand sticky bar called “Order Reports” which also runs the Loss History Report.  This button is only enabled after the risk has been quoted using the simulated score. (This button is only displayed when State = Florida, Policy Type = HO3 or HO6, effective date of policy is on or after 8/15/2018
    • Prior address fields have been added to the New Quote Details page, Policy Applicant and Location Information section in both the quote phase and the application phase.  In the quote phase, this address is only displayed and required if the insured has lived at the current address less than 3 years.  In the application phase, it is always displayed but will be required if the insured has lived at the current address for less than 3 years.
    • If the Primary Named Insured information changes, users will be forced to reorder the reports.  (Applies to “Order Reports” button for insurance score policies and applies to “Order Loss History Report” for non-insurance score policies.)
    • Upon ordering reports, if any losses are found, the Loss History section will be displayed in the quote phase so that users can review any losses returned prior to advancing to the application.  *Note: This applies to insurance score policies only.  All other policies will still order the Loss History Report in the application phase.
  • Possible Account Matches Page Improvements:
    This fix removes the users need to select “Continue as a New Customer” if no account matches are found during transition from Quote to Application. If none are found you will simply proceed to the application.
  • Premium Message added to Transactions table:
    A message has been added above the Policy Transaction table indicating if the premium shown below does NOT include the “Step-down” premium. This appears on the policy service dashboard.
  • Prior Address Fields Added:
    Prior address fields have been added to the Application.
  • Removal of certain sub-topics when adding an Activity:
    This fix dealt with the subtopics listed when creating a new Activity. The list has been narrowed to include only specific topics in an effort to increase underwriting efficiency and effectiveness.
  • Burglar Alarm Child Question- should be required:
    Burglar Alarm “Alarm Type” secondary question is now required in the quote phase.
  • Policy Search- Pulling Wrong Effective Date in the search:
    This fix corrected the Policy Search functionality where previously a search would show the “transaction” effective date. Now the search results are based on the policy “effective” date.
  • Allow Exact Name Searching of Policies and Quotes:
    This fix allows the user to search for a policy or quote by using only the first 3 characters of the First/Last name or Company Name. This fix is intended to improve performance by narrowing the search results.
  • MSB Button: Fixed issue that caused the MSB button to display on the page twice.
  • Country Field: Fixed issue that was causing the country field to display in the risk location fields when the insured type was LLC, Corp or Other.  The Country field no longer displays.
  • Activity Assignment Enhancement: Users can now assign Activities directly to underwriting from the Unassigned inbox.
  • Quote/Submission Documents: Agents can now view documents uploaded to a quote. This includes documents uploaded by the agency as well as documents uploaded by underwriting.
  • Verify Address Fix: Fixed issue that was causing the address verification of the mailing address to be lost which resulted in the user having to verify the address again.
  • Activity Email Preference: Fixed issue that was intermittently blocking the Activity Notification email from being sent to the agent portal user.
  • Bite History / Required Field Fix: Updated the portal to require the bite history question to be answered when the parent question (animals or exotic pets) is answered “yes”.   If this field is missed, the portal will prompt the user to complete the missing field.
  • Quote and Policy Display Enhancement: The named insured’s first and last name will now appear in the left-hand menu of the quote and application, as well as the policy and quote dashboard screens.  This allows the user to easily identify the policyholder.
  • Quote, Application & Declaration Page Document Issue: Fixed an issue that intermittently caused the agency phone number to be missing from specific documents (named above).
  • Miscellaneous Policy Change Quote Fixes: Corrected several issues with the policy change quote letter.
  • NC HOW Underwriting Rule for Asphalt Shingles > 20 years: Fixed an issue that was preventing the underwriting issue from being triggered at bind.  With this fix, the system will prompt the user to submit the risk to underwriting for approval if the roof is greater than 20 years old.
  • Renewal Billing with Policy Change: Fixed an issue that was preventing the renewal down payment from updating after a policy change.  With this fix, as long as the renewal reminder has not gone out to the policyholder, any changes made to the policy will be updated on the renewal bill.
  • Commission Statement Download Issue (commission users only): Fixed an issue that intermittently caused the commission statement to error out when clicked by the user.
  • Address Verification Criteria Enhancement: Added new parameters for address verification that will result in higher success with address verification and prefilling of territory, BCEG and Protection Class.
  • NC HO3 vs. NC HOW version fixes: These fixes address issues that were causing the system to pull a “Wind Only” quote when an HO3 quote was desired.  It also addresses an issue where NC HO3 quotes were converted to “Wind Only” quotes.
  • Renewal Reminder Document Display: This fix addresses an issue that was intermittently preventing the renewal reminder document from displaying in the agent and customer portals.
  • Pending Cancellation Message: This fix ensures users can clearly see when a policy is in “Pending cancellation” status. A message is now boldly displayed in the policy dashboard.
  • Payment Plan Change Preview fix: This fix addresses a problem that was causing the pay plan change preview feature in the agent and insured portal to display an incorrect schedule on policies with the paired Stepdown Deductible policy.
  • Activities “Assign To” enhancement: Disabled the “Assign to” functionality when adding a note to an activity that is assigned to any underwriting queue or underwriting team member.   This prevents the user from mistakenly reassigning activities that are pending underwriting work/action.
  • Exceptions resubmit issue: Fixed and issue that was causing exception quotes to require underwriting approval a second time.  As long as the user does not change any padlocked fields, the user should not have to resubmit to underwriting.  This will improve ease of use for the exceptions process.
  • Completed Activities Fix: This fix addresses an issue that was causing completed activities to be stuck in the “Unassigned” queue.
  • Policy Search for Company insured types: This fix addresses and issue that was preventing policy search by company name.
  • Miscellaneous improvements to performance have been implemented. Additional fixes are being researched and developed as an ongoing effort to improve performance.
  • Policy Change Quote Letter Fix: Corrected display of prorated premium shown in the quote letter.
  • Earthquake Coverage Masonry Veneer Exclusion default changed to “YES” instead of “NO”. This means that the system default will exclude coverage for masonry veneer.
  • Removal of Default Versions: This widely requested enhancement removes the default “less coverage”, “most popular” and “more coverage” defaults.  Users are still able to create and compare multiple versions, however the system suggested versions will no longer display.  This will also improve the performance of the load time for the coverage section.
  • Filter of Activities Based on Security Type: This enhancement will filter the activities which agent users can see. E., internal underwriting workflow activities will no longer display in the agent portal.
  • Canceled Status Indicator: This enhancement improves the visibility of the status of the policy when in canceled status. The indicator will now be displayed in a global level and can be viewed from any policy dashboard screen.
  • Billing Status of “In Good Standing” Fix: This field was causing confusion over the status billing vs. the status of the policies and has been removed from the billing tile. Instead, we have added the global policy status indicator as mentioned in the previous bullet point.
  • International Mailing Address: This enhancements gives agents the ability to enter a foreign address in the mailing address field for the first and second named insured.
  • Animal Liability, Inflation Guard, Refrigerated Personal Property, and Theft Coverage Fixes: This bug fix addresses the issues that prevented agents from quoting the above mentioned coverage without assistance from underwriting. Agents can now select these options and will not need underwriting assistance to do so.
  • Policy and Activity Search Performance: This enhancement provides significant improvements to the home page and activity page load times as well as the overall speed of policy search.
  • Invoice Preview Visibility Logic: This bug fix applies logic to when the “preview invoice” button can be clicked. The preview invoice can now only be accessed only until the first installment on a policy has been sent to the insured.  This tool is intended for agent users to provide an invoice immediately after binding a new policy and can now be accessed from the new business bind confirmation page and the policy dashboard billing documents section.
  • Submit to Underwriting for Policy Change Exceptions: This fix addresses a problem that prevented agents from submitting exception policy changes to underwriting during a policy change.  The “Submit to Underwriting” process now follows that of an exception quote, however if approved, underwriting will also bind the change for the agent.
  • NC HO3 Deductible Options: This bug fix addresses the missing deductible options for NC HO3.
  • Trusts and Additional Insureds Printing on Application: This is a document mapping fix that will now allow for trusts and additional insureds to print on the application.
  • Roof Year for NC Risks: The maximum roof age for an architectural shingle roof has been corrected in the system to 25 years instead of 20.
  • Roof Year Underwriting Rule Trigger: This fix will now ensure that the underwriting issue does not trigger until the roof age is “greater than” the max roof age instead of “greater than or equal to” the max roof age.
  • Fixed issue that was causing quote search to fail. This fix also improves the speed of the quote search. Note: Policy Search improvements are also being done and will come in a later release.
  • Fixed issue that was causing the Stepdown Deductible Credit % and Limit to be missing from the quote letter. This information is now correctly displayed on the quote letter.
  • Completed a fix relating to policy rewrites; particularly for effective date changes. Rewrites can now be done using the same policy number instead of a new policy number.
  • Enhancement: Added the “Underwriting Contact Email” to the agency information screen that is used by Frontline internally. This email address will be used for the delivery of the agency daily notification report that is currently being tested. ETA on the automated email report completion TBD.
  • Fixed issue that was preventing mortgage company loan number changes from being saved.
  • Fixed issue that was preventing a mortgage company with a PO Box or unverified address from being saved.
  • Fixed issue that was preventing use of the inline mortgage change functionality in the Frontline Pro Portal. The issue was causing the selection box next to the mortgage company to be unresponsive to clicks.
  • Fixed issue that was causing only the first page of multi-page TIF format documents to display in the Portal. This issue was mostly impacting the inspection document. The entire document is now viewable.
  • Fixed issue that was causing the 2nd named insured not printing on the following documents: Cancellation, Reinstatement, Non-Renewal and mailer pages.
  • Enhancement: An activity will automatically be created and assigned to underwriting any time reinstatement or repair documents are uploaded. The user must select these doc types from the doc type drop down list in the portal in order for this functionality to work correctly.
  • Enhancement: A warning message has been added to the POS2 system payment button in an effort to prevent payments from being made through the old system for policies that have renewed in the new system. In addition, a message is displayed in the POS2 policy screen that informs user of the Frontline Pro renewal.

Miscellaneous Fixes for Mortgagee & Payor Changes:

  • Addressed issue that prevented the use of the edit feature for inline mortgage changes.
  • Fixed the issue that causes the declaration page to intermittently print without the mortgagee name listed.
  • Fixed issue that prevented changing a policy from insured bill to mortgagee bill.

Miscellaneous Fixes for the Display of Billing Information in the Portal:

  • Corrected payment history table defects which caused incorrect information to be displayed in the table.
  • Enhancement: Relocated payment history table to the billing tile for ease of viewing billing information.
  • Enhancement: Added additional columns to the payment history table to provide the following:
    • Paid by (insured vs. mortgage)
    • Payment method (Check, ACH, etc.)
    • Applied Date
  • Enhancement: Removed the column that displayed policy change and cancellation credits as “payments” in the payment schedule table to eliminate confusion.

Other Miscellaneous Fixes & Enhancements:

  • Enhancement: The FL-HO6 policy has been re-enabled for the state of Florida.
  • When signing up for paperless the email address is now a required field.
  • Enhancement: When selecting the County, you can now simply select the appropriate county for your state from a drop-down list.
  • Fixed Issue where error was displayed when trying to view previous invoices.
  • Enhancement: The Delinquent Tile now only displays only Frontline Pro policies.
  • Implemented new underwriting rules for FL-HO6 relating to secondary & seasonal homes, mold coverage and minimum A&C combined limit.
  • Added 2nd named insured to Stepdown Deductible policy declaration page.
  • Added 2nd named insured to the Evidence of Insurance document that is generated from the Frontline Pro Portal.
  • Fixed issue that would cause the personal property limit to reset to 50% anytime the valuation type was changed while doing a new business quote (RCC vs. Actual Cash Value).
  • Leading Zeros requirement removed from policy search:
    You can now search for your POS2 policy numbers with or without entering zeros after the prefix.Example: You can search for a policy by entering FPH3-0000XXXX or FPH3-XXXX. Whichever way you are most comfortable entering the information.
  • Policy Payor fixes:
    These fixes address several issues regarding payor changes.

 

  • System Update Details Link Added
    This new enhancement allows users to view the latest updates to Frontline Pro. A banner will display “orange” for 7 days after the Release, and will then turn “gray” after that time.  Clicking the link will take the user to a page that lists the system updates for the Portal.
  • Guardian Endorsement able to be selected
    Fixes issue where user was not able to select the Guardian Endorsement.
  • Trailing Documents – Misc. Fixes
    Several “Trailing Documents” fixes were implemented in this update. These fixes address the majority of the scenarios where a trailing document was being unnecessarily requested.  The specific documents addressed are listed below:
    • Wind Loss Reduction / “Wind Mit” Document – We have now customized the behavior for when this document is required, based on the year built.
    • Flood Document – This is no longer required to upload.  However, this document must be maintained in agency file per underwriting guidelines.
    • RCE – Not required if using MSB via Frontline Pro portal.
    • Proof of Prior – Not required if purchase date is = to policy effective date OR if proof of prior is completed in the “Additional Info” section of the application.
  • Timeout Issues
    Fixes issues where users were not aware of a system “time out,” after which the user would be unable to proceed with their quote/application without logging back into Frontline Pro. The fix takes the user to the Log In page if they are timed out.
  • Resubmitting Exceptions
    Fixes issue on exception quotes, where after being reviewed by underwriting non-premium impacting fields were shown as locked down in the application phase. When users would unlock the application to change these fields they would have to resubmit the policy to underwriting despite having done so previously.
  • Locked Fields not showing “Padlock” Icon
    Fixes the lack of padlock icons appearing next to locked fields in the Underwriting Questions and Loss History sections of the application.  The fields in these sections will now always be editable.
  • Pop-Up window Created for Add/Remove/Edit Mortgage & Additional Interest
    This enhancement is designed to improve ease of use and reduce user errors by moving the Mortgage & Additional Interest fields into a pop-up window in the Application and Policy Change flows (both In-line, and full policy change).
  • Authorization Server Issues
    The issue that was causing the server to go down, which resulted in the portal being inaccessible, was identified and has been fixed.
  • “None Selected” removed from NC Wind Only quote
    This fix removed the ability for a user to quote and bind if the dwelling limit is above 200K and the named storm deductible is set as “none selected”.  This is not an eligible combination.
  • Agency phone number and Name / Document Issue
    Fixes an issue that was causing the incorrect phone number and agency name to display on Cancellation and Reinstatement documents.
  • Removing Mortgage / Payor Not Updating
    When removing a mortgagee, the payor will now automatically be updated to the primary named insured.
  • Backdating Issue
    Functionality added in the portal that prevents backdating by more than 5 days.