We’re working together on a series of enhancements and improvements to the system that will streamline workflows for both Agents and Underwriters. These updates are designed to reduce the time spent on manual keying so all users can focus more on supporting and engaging with our customers.
Our newest enhancements and improvements are listed below.
See all our Agent Edit Access upgrades in one spot—check out the Scribe Page below!
When duplicating a Line of Insurance, users now have the option to copy both the Fields tab information and the Legal Description tab information to the new line, if needed. This enhancement eliminates duplicate keying and streamlines the duplication process.
Previously, agents were unable to make changes to a line of insurance once it had been verified. With this enhancement, agents can now unlock an acreage line and make necessary updates for up to 30 days following the commodity’s ARD. After completing all revisions, the agent can re‑verify the lines and upload the required documents through Document Management to finalize the ARD process. Please note, if the commodity includes LP, the IRR and NIRR coverages must be unlocked separately.
Right now, the system sets the T-Yield Map Area based on FCIXREF files and the CLUs on the acreage line. If those files have an error, the map area can be set wrong — and users can’t fix it when all CLUs fall inside the mapped area. Users now have the ability to edit the Map Area so they can override the T-Yield Map Area if needed.
A new ‘Go To Line’ dropdown has been added to the Edit Acreage Line header, allowing users to quickly jump to any acreage line for the selected commodity. The menu displays all current line numbers, defaults to the line being viewed, and supports both selecting from the list or typing a line number. This feature is available to all user roles and helps streamline navigation between lines.
We’ve revamped Same Year Production Reporting (SYPR) to make it faster, smoother, and easier than ever. Thanks to valuable feedback from our Agents, we’ve streamlined the process and improved how SYPR works in the system. Most of the visible enhancements can be found on the APH tab, helping you key SYPR—whether at the Acreage or Unit level—more quickly and with less hassle.
There will now be a separate line on the quick quote report for the regular MPCI line and the Seed Endorsement line. This will now correlate with how the Max Estimate displays.
When updating a CLU using the Update F/T/F From CLU tool, the Field Name from the original CLU is automatically carried forward to the new CLU shape(s). If one map shape is updated to multiple CLU shapes, the original Field Name is applied to each new CLU. If multiple map shapes are updated to a single CLU shape, the Field Name from the first original shape selected in the tool is applied. This eliminates the need for manual Field Name updates.
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