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Insura-Connect v1.3 Release

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@justincred justincred released this 04 Apr 17:16
· 302 commits to master since this release
v1.3
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Learn about vigilant mode.

New Features

Client Status

Changes a client's status to reflect the progress with that client. Possible statuses are Yet to start, In progress, and Completed.

Format: status INDEX s/DIRECTION

  • Changes the status of the client at the specified INDEX. The index refers to the index number shown in the displayed person list. The index must be a positive integer 1, 2, 3, …​
  • DIRECTION must be either up to indicate an increase in status e.g. Yet to start to In progress, or down to indicate a decrease in status e.g. In progress to Yet to start. Leave the direction blank to reset the client's status to Yet to start.
  • There is also a dashboard that displays the number of clients that are currently at each status. It is updated automatically.

Examples: status 1 s/up increases the status of the 1st person in the address book if it is a client.

Meetings

Meeting Scheduling and Rescheduling
Meetings are automatically sorted by their scheduled dates and times. When multiple meetings are scheduled for a client, InsuraConnect will organize them in ascending order, showing the earliest upcoming meeting at the top. This feature allows insurance agents to quickly glance at their schedule and prioritize upcoming meetings.

Automatic Purging of Expired Meetings
To ensure the schedule remains current and manageable, InsuraConnect automatically purges past meetings. Once a meeting's end time has passed, it will be removed from the system during the next refresh cycle. This helps to maintain an up-to-date schedule for users, focusing only on relevant future engagements.

Sorting Clients/Partners by Earliest Meeting
Clients and partners are sorted in the user interface according to the time of their earliest scheduled meeting. This sorting mechanism places those individuals with the most imminent meetings at the top of the list, allowing for efficient time management and planning. Should there be no scheduled meetings for a client or partner, they will be positioned in the list based on the default sorting criteria.

Due date reminder
There will be a bell icon beside meetings that occur within 2 weeks of the current date and time. The picture below is taken on 5/4/2024
image

Schedule Meetings

Schedules a meeting with a person with an agenda and duration with optional notes

Format: schedule INDEX md/DATE mt/TIME mdur/DURATION ma/AGENDA mn/[NOTES]

  • Schedules meeting with a person at the specified INDEX. The index refers to the index number shown in the displayed persons list.
  • Meeting can only be scheduled if it does not exist in the past and does not overlap with any of the existing meetings.
  • Meeting notes are optional and can be used to represent any additional information that might be useful for the meeting.

Reschedule Meetings

Reschedules a meeting with a person

Format: reschedule INDEX mi/MEETING INDEX md/DATE mt/TIME

  • Reschedules meeting with a person at the specified INDEX. The index is the same as the above for schedule.
  • Selects a meeting from the list of meeting using the MEETING INDEX.

Cancel Meetings

Cancels a meeting with a person

Format: cancel INDEX mi/MEETING INDEX

INDEX and MEETING INDEX is the same as the above for reschedule

Policy

  • Allow multiple policy for a person at a maximum of 5.
  • Policy contain attribute policy name, expiry date and premium.
  • Can use find feature to find a a particular policy.

Adding policy

Adding a policy to a person with policy name and optional expiry date and premium.

Format: policy INDEX po/POLICY_NAME [ed/dd-MM-yyyy] [pm/PREMIUM]

  • Adding policy to a person at the specified INDEX. The index refers to the index number shown in the displayed persons list.
  • Policy expiry date can only be scheduled if it does not exist in the past.
  • Premium value must larger than 0.

Edit policy

Edit a policy of a person

Format: policy INDEX pi/POLICY_INDEX po/POLICY_NAME [ed/dd-MM-yyyy] [pm/PREMIUM]

  • Edit policy of a person at the specified INDEX. The index is the same as the above for add.
  • Selects a policy from the list of policies using the POLICY_INDEX.

Cancel Policies

Cancels a policy with a person

Format: policy INDEX pi/POLICY_INDEX po/POLICY_NAME [ed/dd-MM-yyyy] [pm/PREMIUM]

  • INDEX and POLICY_INDEX is the same as the above for edit
  • Need to note that policy will be delete as long as the policy name remain blank even if it contain other value in the command(expiry date/premium).
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