Maintenance Release - Policy Profiler 9.1.9.2 (Release Date: 09/05/07)
Version: 9.1.9.2
Release Date: 09/05/07
Revision Date: 08/31/07
Topics

Enhancement: Web Site Login Feature Change

 

This release of Policy Profiler provides an enhancement to the Website Login feature.  This feature now uses the NAIC # within the Company Database to create the link between Policy Profiler and certain carrier websites.

 

IMPORTANT:

The company must be listed in the company database with the correct NAIC# in order to use this feature. Click HERE for a current list of companies, as well as the steps to configure the Policy Profiler company database.
Correction:  Uniquenss ID Error
Corrected a Uniqueness ID error when adding a new user to the Policy Profiler user database.

Enhancement: Customer Information Social Security Number

The Prime Rate Premium Finance Agreement prints the primary contact’s social security number.  The social security number can be corrected by clicking PROFILE, EDIT, and INSURED NAME & ADDRESS.  The primary contact’s social security number will be automatically updated. 

Notice:  Read the Prime Rate notification concerning Identity Theft and the Improper Use of Social Security Numbers!
Maintenance Release - Policy Profiler 9.1.9.1 (Release Date: 07/01/07)
Version: 9.1.9.1
Release Date: 07/01/07
Revision Date: 06/26/07
Topics
Enhancement:  Added Web Site Login Feature

This New feature allows Policy Profiler users to automatically login to certain company web sites.  Individual users will be able to setup, store, and manage login information.

 IMPORTANT:

  • The Web Site Login Feature information MUST be setup for each individual Policy Profiler user.
  • The company MUST be listed in the company database with the correct PFC# in order to use this feature.  Click here for a current list of companies, as well as the steps to configure the Policy Profiler company database.  
  • This list of companies will be maintained by ATI.  If you would like additional companies added to the list, please send an e-mail with the name, complete address, and phone number of the company to: atihelpdesk@agencytechnologies.com

 TO ACCESS:

  1. In Policy Profiler click Setup
  2. Click System Files
  3. Click User WEB Setup

 TO ADD A WEB SITE LOGIN:

  1. Click the Add button
  2. Choose a company from the drop down list
    **Note**

·         If the company is listed with “home page” the login information is not necessary as the feature will go to the company home page. 

·         If the company is listed with “login page”, the login information IS required to be saved and will allow automatic login.

  1. Type your User ID, Password and/or User Name
  2. Click the Save button to store

 
Nation Safe Drivers Address Change

Address printed on applications will show:

800 Yamato Rd, Suite 100, Boca Raton, FL 33431-4431
Corrected the notification to update message

Some systems were receiving this message after installing the last update for Policy Profiler.  This issue has been corrected with this update.
Corrected the save function for the Cancellation Request/Policy Release ACORD Form 35

This correction will now save information within certain fields, which could not be saved in previous versions of Policy Profiler.
Corrected the renewal process to require manual entry of the premium amount

During the renewal process the premium amount will now be manually entered.  This change has been made in order to ensure the correct premium amount will be entered.
Corrected the calculation of the return premium amount within the Transaction Report

In previous versions, the return premium was added to the total amount figured within the Transaction Report calculations.  In this release of Policy Profiler return premiums are calculated as an amount deducted from the Grand Total.  This change ONLY effects the Transaction Report.
Enhancement:  Transaction Report includes Sub Total and Grand Total amounts

The Transaction Report will provide Sub Total amounts for each section, in addition to a Grand Total amount at the end of the report.
Maintenance Release - Policy Profiler 9.1.8.1 (Release Date: 05/01/07)
Version: 9.1.8.1
Release Date: 05/01/07
Revision Date: 05/01/07
Topics
Corrected printing of liability on the Statement of Coverage form.
Amount tendered on the receipt no longer adds an extra 0.
Implemented the 02/07 Virginia Premium Finance Agreement.
Transmittal Reports now use the number of copies setting in the control table.
Added new commercial coverage code for Employment Practices Liability (EPLI). <view details>
Company Links Feature has been enhanced.

The prior version of Profiler included an online company access feature, but the list of company website addresses was maintained by the agency.  Beginning with this update the list of company websites accessible from within Profiler will be maintained by Agency Technologies.

Agent links for several insurance companies have been added.  From an open profile, right click on a policy or an account and then select Online Inquiry to launch the associated website.  The first time you select Online Inquiry for Prime Rate you will be redirected to the login options screen.  Select Agent Access and log onto the Prime Rate website, for questions about logging into the Prime Rate website call the Agency Technologies Help Desk.  The next time you use the Online Inquiry feature you will be redirected to the account inquiry screen for the selected account.

In order for the links to work correctly, the PFC number MUST be supplied for each company record in the company database.  Click the link below for a current list of companies, as well as the steps to configure Policy Profiler.   <view details>

If you would like additional companies added to the list, please send an e-mail with the name, complete address, and phone number of the company to: atihelpdesk@agencytechnologies.com

 
Maintenance Release - Policy Profiler 9.1.7.1 (Release Date: 01/10/07)
Version: 9.1.7.1
Release Date: 01/10/07
Revision Date: 01/09/07
Topics
This update includes corrections to the way South Carolina finance charges and payments are calculated. An error was discovered in the rules to determine if the 1% per month add-on rate or the $10 per payment method should be used. This error has been corrected in this important update.
Please note that this is not a change in Prime Rate Premium Finance Corporation’s policy with regards to finance charges or payments, but rather a correction to a rules error.
Maintenance Release - Policy Profiler 9.1.3.1 (Release Date: 11/15/06)
Version: 9.1.3.1
Release Date: 11/15/06
Revision Date: 11/16/06
Topics

Added 08/06 Revision of NC form DL-123
Revised the cancellation process to automatically include accounts cancelling on Saturday or Sunday when pulling cancellations on Friday.

Updated limits for Bristol West which were effective 09/07/06
Corrected OOBJVAR error that occurred on some systems when opening a Profile

Corrected "Variable is not found unbinding text" error that occurred on some systems when importing a policy from AccuAuto
Reduced the number of steps required to print an Insurance ID Card

Corrected "OFRM Profile is not an object" error that occurred on some systems when opening a Profile
Corrected "Variable 'PO_STATUS' is not found" error that occurred on some systems when viewing policy history on a profile
Corrected "Variable is not found: Unbinding Objects" error that appeared on some systems when moving between tabs on the Auto Policy Detail screens
Corrected problem of Motorcycle policy data not being automatically propagated to the Verification of Insurance data entry screens
Modified the address on Prime Rate Payment Coupons to:

Prime Rate Premium Finance Corporation, Inc.
PO BOX 580016
CHARLOTTE, NC 28258-0016