New Features

• EN-451: We will have a warning message in SPCO when the insured is not signing and the policy is greater than $25k
• EN-512: Restrictions added to checkout when an insured is >99 and the product is not AN
• EN-487: Agent’s will see a toast when the email has been sent to owner letting them know “Email Sent”
• RUN-886: Payment options in the Compliance API are limited after initial finalization
• EN-400: New Account creation wizard added to Provider Support within Enroll
• RUN-988: Added additional API webhooks for signature completion steps within the signing workflow, as well as signing link for funeral representatives

Improvements

• EN-489: When a product that is used in a template has an update, we are also updating the template.
• EN-394: Users in Provider Support have full access to User Management for all accounts with their funding provider.
• EN-514: When on the account tab in Provider Support, account management and clone account are available navigation options
• EN-447: In Enroll, when a user has added a package then other products, then goes back and removes the package, we will retain the ‘other products’ that were added to the cart and only remove the package
• EN-527: Removed the landing page dashboard widgets from Provider Support
• EN-525: The Simple Return Travel Protection page will now feature a video when configured
• EN-383: When a user clicks send to owner to complete no message is shown to stop navigation
• EN-516: All Insured/Owner’s associated with the logged in User/ Selected account are shown on the Contacts tab
• EN-432: Updated digital enrollment for POST tokenization

Hotfix

• EN-537: When a policy is Direct Bill, we are sending Direct Bill in the JSON file.

New Features

• EN-459: In provider support, users will be able to edit/view all accounts they have access to.
• EN-517: Updated language on Simple Return page of Enroll
• EN-443: We will auto-remove inactive products from any cloned quotes.
• EN-485: In User Management (both normal and provider support) we would like to give users the ability to resend the user invite email.
• EN-456: We will have the ability for Funeral Directors to sign in Enroll.

Other

• EN-486: The commission option field will now say Product Option
• EN-471: When a policy is Direct Bill, we are sending Direct Bill in the JSON file
• RUN-974: P502/503-IA now include the National Producer Number

New Features

• EN-424: Texas contracts have been updated

Other

• EN-449: We will have a stop for policy maximum of $50k on the Order Summary.
• EN-405: Users will be able to resend individual emails from Enroll.
• EN-445: We no longer require Insured email when Insured is not signing.
• RUN-978: We no longer round up to the nearest dollar in Storefront.
• EN-472: We will have a place in Enroll where an agent can add their National Producer Number when they are writing in Iowa.
• EN-316: Notification history has added detail.
• EN-478: Users are not getting the Unexpected Error when updating their Travel Protection setting in Account Management.
• RUN-974: We will have a new P502-IA that includes the Agent’s National Producer Number.
• EN-440: Payment failures that occur for Enroll-based sales only send to purchaser roles.

Improvements

• EN-494: We mark all contracts with an “E” overlay in the upper-right corner to signify eFuneral origin
• EN-358: We will allow Agents to skip the payment section of checkout until required to generate contracts

New Features

• EN-423: Users will need to enter all required information to a beneficiary before adding one
• EN-446: Removing PAC reference in payment worksheet
• EN-433: Checkout now stops for NY related sales
• EN-450: Enroll users are shown an informational notice that sales $25k and greater will require additional review
• EN-448: Checkout now stops sales with a face less than $500
• CAE-91: OH G&S now live for Earth

Hotfixes

• EN-488: Correct a digital submission accounting calculation for first premium and first draft amount when there is an attached rider

Hotfixes

• RUN-970: State beneficiary overrides are put back in place when irrevocable in MN and NJ

New Features

• EN-417: Enroll users can now pay by check when available by funding provider
• EN-393: Turned on enhanced post-checkout experience

Hotfixes

• RUN-972: Fixed blank email and phone data on certain quote contacts causing digital enrollment issues