On some insurance policies one can select different beneficiaries for different contract components. We have included the administration thereof in Exergy Release 22 to ensure that beneficiaries can be captured per benefit type. […]
Exciting news! From Exergy Release 22 the in-house developer can change fields names and headings on certain forms in Exergy. This means that our clients can use their own naming conventions and use tailor made field names to suit them. […]
Keeping in touch with our clients is the most important aspect of client service. Letting them know what is happening and when makes them happy and our lives easier. So from release 22, the Exergy user can view correspondence that has been sent to the client and he/she can re-print these letters on an ad-hoc basis. […]
In Exergy Release 22 we have added the functionality to activate an inactive commission override as well as deactivate an active commission override. […]
In Exergy Release 22 we have changed some menu items and the corresponding window captions to help users distinguish between contract and claim validation / error messages. […]
Who is doing what and when? In Exergy Release 22 we have added the functionality that allows you to view the history of a user’s activity. We added the ‘User activity’ window, where a list is displayed with activities such as logon, create/edit policy, create/edit claim, etc. […]
Colleagues who are working together in the same department and do the same kind of work, together form a workpool. As workpools tend to grow, the system or user administrator can filter users and workpools from Exergy Release 22 as well as search for a specific person in the list of users. […]
From Exergy Release 22 the user security administrator has to select a user type when adding or maintaining users on Exergy. […]
In Exergy Release 22 we have added the functionality of viewing the logon or login history of a user. By default, the user administrator can view top 100 records of the selected user’s logon history, displayed in reverse chronological order (i.e. last logon is listed first). But up to 999 records can be selected, if necessary. […]
In Exergy Release 22 we have added the functionality to customise the contents of letters that are sent out to clients. Letter configurators who design and set up the letter templates that are used by Exergy, can now customise the subject, body and ending of all letters and emails that are generated and sent out [...]
