Ready...Set....Jump! 9.4 to 10.7

Started by deb.landrum, March 14, 2011, 11:43:42 AM

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deb.landrum

We are going to go from 9.4 to 10.7 this weekend.  I've checked with our vendors who use the ConneXion license and there are no issues that we know of.

I've gone through the "Noteworthy Items" and it looks liveable.

The only item that I don't know for certain is that one of my account managers told me that she has heard from people in another agency that the Certificate Holder Notes (as opposed to the Certificate Notes) get dropped in the conversion.    :o  :'(
Support tells me that they have not heard of this as an issue. 

Has anyone on the Forum heard of it??

Thanks!!
Deb Landrum, AAM, AIT
WinTam 9.4 | 80 Users | Server 2003 | Workstations with WinXP & Win 7 | CSR-24 | Citrix Presentation Server & Citrix Receiver  Clients | Office 2K3 | Back End scanning with eTFile |
Symantec Enterprise AV | GFI FaxMaker | DameWare | no more room here

Lynn Stillings

Deb,
If you are referring to the Description of Operations field on the Holder tab, ours carried over properly. I haven't actually upgraded yet, but we have a test enrivornment that has been upgraded, and no issue with cert holder notes that I can see.
Lynn Stillings, IT Admin.
Private Cloud/TAM 2015, F@2014 45 Users
Neil-Garing Insurance
Glenwood Springs, CO

deb.landrum

Thanks loads for that feedback Lynn!!  I am actually looking forward to this upgrade.  The drag-n-drop email attachment is going to be such a time saver for us!
Deb Landrum, AAM, AIT
WinTam 9.4 | 80 Users | Server 2003 | Workstations with WinXP & Win 7 | CSR-24 | Citrix Presentation Server & Citrix Receiver  Clients | Office 2K3 | Back End scanning with eTFile |
Symantec Enterprise AV | GFI FaxMaker | DameWare | no more room here

Lynn Stillings

We are on 9.3 now. In my upgrade testing, it seemed to go smoothly. While there are a few bugs of interest in 10.7, nothing big is stopping us this time! And our producers LOVE the new Summary of Insurance! We are going live on 3/26.
Lynn Stillings, IT Admin.
Private Cloud/TAM 2015, F@2014 45 Users
Neil-Garing Insurance
Glenwood Springs, CO

GeorgeW

We didn't lose Certificate Holder Notes.  But, on one of the previous versions (can't remember which one), there was a problem with holder notes (at least for us). If I recall correctly, the notes were at time printing on the wrong holders. But, we are on 10.4 now and don't have the problem any longer.
George Watson
AssuredPartners NL, Louisville, KY
Epic 2022 R2, MU2

Orlando Alonzo

Nancy posted this on the ASCNET site recently:

Mar 01, 2011 02:54 PMReply Reply w/ Quote


2 issues found and reported to Applied are as follows:

Printing 125 Application
When the 125 Application prints, the ATTN line does not print on the application. This could be an issue since many commercial lines accounts utilize this section of the Address to include DBA's or C/O.
Work Around: In the meantime, when you prepare an application, review the data and if you have information in the attention field move it to the section under the Named Insured since there are 4 lines included under this section.

Printing Certificate of Insurance including UMBRELLA/Excess Liab
 
If a Zero is entered in the Retained Limit section of the application and a certificate of liability is created, the 0 will pull over onto the certificate HOWEVER, it will not print. If you have a value or the word NONE typed in this section, these options will print on the certificate.
Work Around: When creating a certificate of liability including UMB/Excess coverage, if the retention is 0 then enter "NONE" in this section.


Nancy L. Sheinberg, CIC, ARM
Bouchard Insurance - Clearwater
166 users, 4 locations, TAM 10.3

nancysheinberg@bouchardinsurance.com
Orlando F. Alonzo III
RPM Insurance Agency • Staten Island, NY • oalonzo@rpminsurance.com

Teresa.Curtin

We upgraded from 10.3 to 10.7 in december and had no issues with certifictes. Trust me: I would have heard about it.

deb.landrum

Thanks everyone!  And Orlando - thanks for pulling in the info from Nancy's post!!!



Applied User Forum Members Are THE BEST!!!!!
Deb Landrum, AAM, AIT
WinTam 9.4 | 80 Users | Server 2003 | Workstations with WinXP & Win 7 | CSR-24 | Citrix Presentation Server & Citrix Receiver  Clients | Office 2K3 | Back End scanning with eTFile |
Symantec Enterprise AV | GFI FaxMaker | DameWare | no more room here