Platform Enhancements

Usability improvements to certificates and COI imports

We’ve made improvements to the Insurance certificates grid including:

  • Clearer information at a glance: You'll now find easy-to-read "Certificate Category" and "Certificate Status" column headers in the insurance certificates grid, making it simpler to identify and categorize your certificates.
  • Updated date filtering: We've fine-tuned the Effective Date filter to provide more consistent and accurate results.
  • "Self-Insured" filter: Quickly identify self-insured certificates (when enabled on account).
  • "Approval Status" filter: Easily sort certificates based on their approval stage (when enabled on account).

Paid import template

New "Company ID" Field: We've added an optional "Company ID" field to the 'Paid Certificates' import template. This enhancement allows you to create certificates for companies that share the same name in Prism, ensuring accuracy in your records.

How to Use:

  • For Prism-specific identification, use the Prism Company UUID in the "Company ID" field.
  • For external system references (like Classic or Yardi), continue using the "External Key" field as before.

This update solves the challenge of importing data for companies with identical names but different identities.

New "Insurer NAIC#" field

We've added an optional "Insurer NAIC#" field to our 'Paid Certificates' import template. This addition allows you to include AM Best Ratings for each policy when creating certificates.

Upon successful import, each policy will be automatically populated with the insurer's current Financial Size Category (FSC) and Financial Strength Rating (FSR). If you've set up 'Minimum Required FSC/FSR' ratings in your associated profiles, these AM Best Ratings will now be factored into the Certificate Compliance Status calculation.

Accounting Material export enhancement

Material Export now provides individual property-based settings in your exported data.

  • Easily view all property settings for your Materials in one comprehensive export.
  • The export layout is similar to our Issue Type export, making it intuitive to use.

This enhancement gives you a clearer, more detailed overview of your Material settings across different properties.