♦ On-Page Edit – New Objects Available – Play Video

• Pending Cancellations
• Packaged Policies
• Work Groups

♦  Interactive Reports – Insureds/Prospects By Create Date. – Play Video

♦  Interactive Reports – Insureds Access Accounts. – Play Video ♦ Carriers / MGA List – Batch Actions – Change A.M. Best Rating (BCR & FSC). – Play Video

♦ Insureds / Prospects Details – Information Tab – Linked Insureds Contacts List added. – Play Video

♦ Added ‘Has Lien Holders’ search filter for Vehicles, Equipment, Properties, Worker Compensations. – Play Video

♦ Agency Overview – Front Page – Do not display cents in the amounts.

♦ Insureds / Prospects – Info Center – Ability to apply tags directly from the info center. – Play Video

♦  Insureds / Prospects – Info Center – Add navigation link to the respective section in Interactive Reports.

♦ Carriers Main List – Added search filter by NAIC.

♦ Sticky Notes – now enabled for Referral Source, Finance Company, Other Company – Details Pages.

♦ Duplicate Email Screen → Ability to change email addresses directly from there without going to the edit page – Play Video

– NowCerts