Enhancements to Custom Profiles
Users: Cedent, Broker
Module: Packs
Description:
We’ve expanded the capabilities of custom profiles to make them more comprehensive and versatile:
- All Metrics Included: Custom profiles now incorporate all the metrics (limit, premium etc) that are available in other line profiles.
- Expanded Field Options: You can now create custom profiles using any data point that you’ve uploaded to the platform, such as postcode, exposure territory, and more.
This enhancement ensures you have greater control and flexibility in tailoring profiles to meet your or your client’s unique needs.
For all details on this new update, please visit our Knowledge Base article here.
Conditional Derivation within Derived Fields
Users: Cedent, Broker
Module: Packs
Description:
We’ve introduced ‘IF statements’ into the derived fields feature, providing functionality similar to Excel.
- Flexible Calculations: You can now define conditions within derived fields to perform more complex calculations and data transformations directly in the platform.
Your Client Success Manager can provide training, if needed, to help you get started.
For all details on this new update, please visit our Knowledge Base article here which gives detailed examples of how to make the most of this feature.