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Added additional fields to insurance information, ; these fields will be required for selling TPO products in New York State. Please reach out to your Account Manager if you’re interested in selling TPOs in New York.
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Updated the daily payments digest email to show the total payment net clawbacks.
Resolved intermittent issue blocking the use of the “Add Quote” button on the proposal phase
Ensured that the menu on the quote bar in the proposal phase does not render behind the “Add Quote” button.
Resolved some errors on the Dynamic Proposal experience that were not blocking user activity, but still disrupting the user experience:
While removing a module from a template in the builder
While accessing a proposal as a non-logged in user
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For questions about these improvements or anything else please reach out to our support team on chat or via support@goeverbright.com or attend our weekly basic & new feature training and office hours which are a great opportunity to get your questions answered: How do I attend live training?