♦ On-Page Edit – New Objects Available – Video

• Referral Source
• Finance Company
• Other Company

♦ Interactive Reports – Video

•  Insureds / Prospects By Type
• Insureds / Prospects By Business Type
• Cross-Sell Opportunities – Added Search Filter by Referral Source

 
♦ Agency Overview – Revenue by Customers & Policies – Video
 
♦ Carrier / MGA List – Batch Action – Change Premium Sent – Video
 
♦ Insureds / Prospects Info Center – Added popover menu with useful navigation links – Video
 
♦ Duplicate Email / Phone Screens – Added numeric interval search filters for the count of duplications.
 
♦ Renewals List & Recent Production List – Added Insured Tag and Policy Tag search filters – Video
 
♦ Advanced (logical operations such as Not, Or, And) Tag Filtering – Added to: – Video

• Renewal Center
• Recent Production Page
• Renewals Page

♦ Automate 365 Integration – Apply the ‘inactive’ tag when exporting inactive insureds – Video
 
♦ How to identify duplicate emails and phone numbers – Video
 
 
– NowCerts