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RiskVille release #83

Our team has been diligently enhancing various features of our platform. Here are some of the improvements we’ve made during release #83:

  • Streamlined the process of editing insurance underwriting details. You can now edit multiple UW records in a single window.
  • Added a new command button on the client picture to anonymize client data. Use this feature with caution, as it will irreversibly hash and anonymize identification information like names, addresses, phone numbers, emails, and documents not marked for “keep”.
  • Introduced automated invoice reminders for listed insurances.
  • Enhanced GDPR settings for data and document expiry. The maximum retention period for documents has been increased.
  • Default sorting now lists the newest invoices at the top.
  • Enabled the creation of client logins directly under insured contacts.
  • Adjusted the currency symbol on the dashboard.

The next release is scheduled for July 4th.

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