Insurance

Delete COIs

Users can now delete certificate of insurance records directly from the insurance grid. This new "Delete" option complements the existing "Clone" and "Renew" actions, giving you complete control over your insurance documentation management.

Previous property association compliance update

Insurance Compliance calculations now only consider current property associations, providing more accurate compliance status reporting. Previously, the system factored in former property connections when calculating company compliance percentages.

Improved compliance calculation times

We've significantly enhanced COI compliance calculation performance. When updates are made and saved to a COI record, the new compliance status now appears in Prism instantaneously. This performance improvement eliminates waiting time and ensures you always see the most current compliance information without delays.

Update COI status on overrides

Manual compliance overrides now take effect immediately on COIs. When you set a compliance override status to 'Yes' and a compliance status to 'Compliant', these changes are instantly reflected across all COI grids and company pages.

Independent approval and override processes

For accounts with the Certificate Approvals sub-module enabled, we've improved how approvals and overrides interact:

  • Applying a compliance override no longer resets the approval status to "Pending"
  • Setting an approval status (Approved/Declined) during certificate review maintains any previously applied compliance overrides

Refined COI statuses

There has been an update to the way statuses are applied during COI imports:

  • Compliance statuses included in imports are now accurately applied to certificates
  • The "Compliance Override Status" will only be set to 'Yes' when you manually perform an override within Prism