FREE & Coming Soon! Increase your visibility online with a free business listing. Sign up now.

Archive

March 2023
'Hello' Client Notes

Taking Notes

Keeping track of every detail has become MUCH easier!

Keeping track of every detail has become MUCH easier!

Taking Notes

You asked. We answered. When first creating the Insurance Buffalo system, we felt that every client file has the need tofor indiviadual notes. We still feel this way, but with your input the Notes got charged. You will notice that every Client file now has a new Tab called "Notes". You can now add unlimited notes which get timestamped automatically.

If you are on a cellphone or tablet, you can even use your voice dictation feature to speed this up.

Of course you can delete these notes at your pleasure. Oh, and do not worry: the notes you made so far are safe and still in (almost) the same place.

We hope that this new feature will help you remember more about your CLients and thus provide better service. We have more planned for these notes.

Why not head over to your Clients files and see for yourself.

Due to the new Notes feature we also rearranged the Client file a little. We hope you can navigate it faster now.

Your Insurance Buffalo Logo Insurance Buffalo Team

Improvements

  • Round one of our huge optimizations for small screens. You will find huge improvements in all Client pages (listing, detail. etc.). More to follow.

  • When the Client List Mode is off, the table will show alternate colors for improved readability (esp. on small screens)

Fixes

  • Some security improvements when updating Clients.

  • Clients were always flagged as managed by another user. We apologize for that.

  • Fixed an error in the password recovery section.

Meet Buffy

Insurance Buffalo Logo

Our new Logo improves our identity.
Another bughunt

Version 0.9.5 adds necessary polish.

Version 0.9.5 round some rough edges.

Many "under-the-hood" fixes. Most have been aimed at securing your data. Some have been to smoothen out some edges. The Client search, for example, is just a bit faster now. We also added some polish in the visual area by adding some missing icons and images.

Your Insurance Buffalo Team

Fixes

  • Under rare circumstanes the dialogue for deleting a client was not shown.

  • Security fixes (e.g. a Client cannot be deleted if still part of a contract).

  • When deleting a User, the user's contrats were not always properly transferred to another user.

  • Some minor layout issues have been cleaned up.

  • Improvements in the layout on small screens (we are working on further optimizations).

Commission System

Commission system screenshot

Version 0.9.3 brings a precise view on your commission earnings.

Version 0.9.3 brings a precise view on your commission earnings.

We have worked our socks off to present you with one of our largest updates. What is new?

The Commission System

From now in you can manage all your commision earnings right from here. All you need to do is enter which commission you get for the various contract types you have in your portfolio.

Commission system screenshot

The rest is done by the system automatically. In your profile you find a new tab called "Commission". There you find your most successful contracts to data as well as other useful information.

Brief notes that might lead to misunderstandings if you are unaware of them:

  • If a Contract has no Client with the role "Payer" attached to it, no commission can be calculated. So best make sure you attach the person paying for the insurance policy every time.

  • We have also made sure that no commission is calculated for those contracts which have matured.

Delete your Brands

Screenshot of message confirmig brand deletion

Your brands are no longer permanent.

Your brands are no longer permanent.

Brands can be deleted now. Don't worry, though. You cannot delete them by accident. We put some security in place. Like this:

Screenshot of message confirmig brand deletion

This way you do not have to fear accidental clicks. Of course, once you hit "Yes", your brand is gone.

But hold on. What if the Brand is already part of a Contract Type? Won't this mess things up? Glad you asked. If you attempt to delete such a brand, this happens:

Screenshot of notification showing security alert: the brand is already in use

So you see, all is safe. You can get rid of Brands you might have accidentally created or are no longer in use.

As always, please let us know if you feel we can do better somewhere.

Browse

All Articles