March 24, 2025 - Release Notes - Disability and Critical Illness Insurance

More insurance options are now available

In addition to Life Insurance policies, you can now enter and track Disability Insurance and Critical Illness Insurance policies to enhance client discussions. They are available on the Scenario Setup -> Insurance page.

Once added, key policy details will be reflected on the Planning pages. You also have the option to include these policies in Client Reports, providing a more comprehensive view of your clients' insurance coverage.

Users within Snap Projections may be part of the same organization (a team of multiple users), allowing them to share client data. We have released a series of improvements to this team functionality for more efficient workflows.

Filtering all clients by the Sharing column

• Click the Sharing column header to apply or clear the filter.
• Once the filter has been applied, the Sharing header will be starred to indicate the view is filtered.

Viewing all clients created by another team member

Organization Operations Managers can view client profiles created by other team members regardless of the sharing status. We have relocated the drop-down list of team members to the main navigation bar at the top of the screen for easier access.

To switch to a different user, click on your name (the default view) and choose from the drop-down list of your team members. This replaces the previous Default View dropdown menu beside the client search.