Release 2.4.8

Available for users on 7/10/2024

Release Item Details
Duplicate People Identification
  • Streamlines the process of managing people by helping to identify potential duplicates.
  • Duplicates are identified throughout key workflows such as when generating a Book of Business or Coverage Report

For more information: Duplicate Identification

Simplified Merging Process
  • Users can now merge people in a seamless and simplified process.
  • Enabled users to now merge owners of different types and people with additional information such as signatures. 

For more information: Merging People