-New Features:

• Check for Duplicate Emails: This new section under Miscellaneous>Tools will show you all of your clients who have the same email addresses.
• Check for Duplicated Phones: The new section found under Miscellaneous>Tools will show you all your clients that have the same phone numbers.

-In-place edit option added to: 

• Opportunities Details Page

-On-page edit option added to:

• Carriers
• MGAs
• Certificate Holders

-Additional Improvements:

• Interactive Reports: Renewal Averages by Parent Carrier added for public preview.
• Interactive Reports: Production and Revenue reports now have a separate search filter by CSR.
• Advanced Tags search Filter Options: Added the ability to choose either Not OR / Not AND when filtering tags.
• Dashboard Light Page: Moved to Momentum to improve the speed of the system when you first login.
• Policies / Quotes: Added bulk action Change Premium Sent.
• Lines Of Business: Added bulk action Change Line of Business Class.(Only for Agency created LOBs)
• Activity Reminders: Added an option under the actions menu to Add Note Comment.
• Renewal Center: Adjusted actions menu option to say Compare Quote.
• Renewal Center: Added a new optional column Policy Opportunity Stage.
• Additional Interests List: Added new optional columns Create Date & Change Date.

An article with additional details and screenshots will be posted shortly.

 
– NowCerts