Announcing our New Fiscal Year Toggle

We have some exciting news to share with our risk management clients: our Product Team launched an update last week on Thursday, May 11th, that includes a new feature designed to make reporting easier and more efficient. 

What's the feature?  

Within the TCOR and Exposure & Rate Details tabs, clients will be able to toggle between calendar year and fiscal year views. The data will filter between both tabs to show accurate information based on the option selected. 

Why is this important?  

With this new toggle, you'll be able to examine data for individual fiscal years without having to manually calculate data from policies that spread over multiple fiscal years. This means simpler reporting and less time spent crunching numbers. 

How does it work?  

A toggle will appear above the year range fields, allowing users to switch between Fiscal Year and Calendar Year views. This toggle appears for customers within the Exposure & Rate Details tab, TCOR Overview tab, and all of the TCOR Overview subtabs. 

The Fiscal Year Toggle Toggle in the TCOR Overview tab

The best part is that you won't need to do anything to access this functionality. It will be available once your fiscal year information is uploaded into LineSlip. Feel free to reach out to your CSM if you need help accessing the toggle.  

We're thrilled to be offering this new feature to our risk management clients and hope that it will make reporting much simpler and more efficient for you. Enjoy the update, and get ready to experience the benefits of this new toggle!