New Enhancements!

Financier Selection in Logs Now Integrated with Packages

We've listened to your feedback and understand that updating and changing financiers frequently can be time-consuming. To streamline this process, we've introduced an enhancement that allows you to select a financier directly in the logs. This information will then automatically populate in the option letter page, reducing the need for rekeying data.

This improvement ensures that your deals information is always up-to-date throughout the month, enhancing both user experience and efficiency. 

Enhanced Allianz Integration for Commercial Deals

We are excited to announce improvements for our Allianz Integration, which now better supports both commercial and consumer deals. We understand that entering information for commercial deals can sometimes be challenging due to gaps in system fields. To address this, we have implemented changes to capture commercial deal information more accurately, enabling Allianz to provide more precise indicative quotes. 

Key Updates:

• Customer Needs Analysis: An alert message will now notify users when "commercial" vehicle usage is selected. 
• Business Tab: A new section has been added to ensure all necessary commercial deal information is accurately filled out before being passed to Allianz for a quote. 

More information here: FinanceConnect | Allianz Commercial Deal Changes

Optional Deal Number in A.M Log

The Deal Number is now an optional field in the A.M log, providing more flexibility for users.

Users can also now select the data set they wish to view, eliminating the need to populate the deal number in the log.