Here are the site updates that happened in June:
New features:
- The Statement of Advice report now displays an expiry date
- Asteron Life Trauma now defaults to ‘Trauma Cover with Early Trauma Benefit’ in the Settings window
- Improved usability on small Apple screens
- Changed the way company selections work on the Research screen. If you select companies under a single benefit it will not save this selection for other benefits . However, if you choose ‘Package’ first and then select companies it will save this selection for each of the benefits.
- Added a new option for printing prices from the Benefit Details screen. If you click on the price for a particular company the price details screen now has an option to print out the price for that single company as well as an option to print all prices
Issues fixed:
- If you are combining providers for Life and Health benefits the health premium will now display correctly on the Head to Head report
- Clarified the wording on the AIA Trauma Early Cancer Upgrade option to make it clear that it is Female early cancer
- Made the Income and Expenses section of the Statement of Advice consistent with the Needs Analysis screen
- Fixed some issues with the Needs Analysis Life and IP cover amount calculations
- Fixed a problem with Adviser Comments on the Statement of Advice
- Fixed an issue with Head To Head on existing quotes and tidied up the report printout
- Made improvements to the way customer logos appear on reports
- Fixed a problem with the research report not displaying the same companies as those selected in the Research screen.
Research Updates:
- AIA Life new policy wording May 2019
- Sovereign Life new policy wording May 2019
- Sovereign Mortgage Protection new policy wording May 2019
- Sovereign IP Indemnity Value new policy wording May 2019
- Sovereign Loss of Earnings new policy wording May 2019
- AIA Medical new policy wording May 2019
- Asteron Remediation Special Events and Child Benefit
- OnePath Remediation IP, Trauma, TPD