TEMP Zendesk
Ensight Intelligent Quote
- Agent Details On Summary PDF (click for description)
- Added No Lapse Guarantee Rider Options For Zurich Products (click for description)
- GUL Solves Default To No Lapse Solve (click for description)
Other improvements:
- Sort order of the products is kept when the products are selected and sent to Ensight Proposal Visualization via the “Create Presentation” button. Previously, the order they appeared in Proposal Visualization did not match Intelligent Quote.
- The Summary page tab will be disabled if the client risk class is modified in order to require the user to go to the Product Selection screen first in order to validate the products available
- Removed the Catchup provision in the Symetra UL-G 4.0 product to ensure it runs
- Restored the message notifying that ages are being calculated when the age is changed in the Client Info page
- Resolved short pay issues with the Nationwide YourLife No-Lapse Guarantee UL product
- For purely GUL product type selections, the Life Insurance Test will be defaulted to CVAT instead of GPT
- Fixed MoO logic that was using age instead of year for age/year solve parameters
- Removed None as an option for the Pacific Life Enhanced Performance Rider selection
- Fixed Symetra UL-G 4.0 product, removed Target Catchup option from the solve