Genoa
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Changelog

What’s new in Genoa

Features and improvements that reached the platform.

  1. Unprocessed emails, attachment reading and a carrier assignee

    The queue of requests received by email gains a recorded resolution, attachments are read on arrival, and each opportunity can have an assignee at the carrier.

    The received, not processed tab, with six emails, the reason for each and the view email and resolve actions
    • Resolving unprocessed emails
    • Carrier assignee
    • Email attachments read on arrival
    • Opportunity filters
    • Documents up to 50 MB

  2. Renewals, bond subtypes and premium floors

    The platform now tracks expiring bonds, handles products within each bond type, and applies premium and rate floors with authority approval.

    Renewals settings screen, with the default lead time and the rules per bond type
    • Renewals
    • Bond subtypes
    • Minimum premium and minimum rate
    • Clause sets by state and by principal
    • Principal history and evolution
    • Quote validity
    • More direct Genoa analyses