InsurLink enhanced

March 1, 2021 /

We are happy to announce this year’s first launch to InsurLink, 21R1. With every release, we are committed to improving and updating InsurLink to provide a winning Client Digital Experience. We have listened to your feedback and are excited to bring highly requested updates in this release.

Attach Additional Policy Documents

Before this release, there were limitations on the documents you could add to policies. We listened to your feedback, and we are excited to include in the 21R1 release the ability to attach additional documents directly to policies. This enhancement offers flexibility in document sharing and gives you the confidence that your clients are seeing only the information you want them to see.

Billing Summary UI Enhancements

In this release, we have enhanced and modernized the Billing Summary interface so clients can access and pay their bills with the ease of intuitive design. You will love this enhancement because the new Billing Summary has the same functionality that simplifies invoicing, but now with a clean and modern experience your clients expect.

This release occurred on February 19 and is available now. For more information on this release, please reference the Release Notes.