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

• Agency Locations
• Health Plan Sub Groups

♦ Interactive Reports – Insured Financial Summary – Public Preview – Play Video 

 

♦ Agency Commission Statements – Main List –  Play Video 

 

♦ Broker Commission Statements – Main List.

 

♦ New Access Right for Using Batch Actions from regular Agent users – Play Video 

 

♦ Duplicate Phone Screen → Ability to change phones directly from there without going to the edit page – Play Video 

 

♦ Details Pages – WebMail Tab – Ability to see linked tasks to an email thread. – Play Video

 

♦ Details Pages – WebMail Tab – Ability to link existing thread to a task.

 

♦ Details Pages – Additional Interest Tab – new search filters – Email and Change Date – Play Video 

 

♦ Insured / Prospect List – new search filters – Has Email Address and Has Phone – Play Video 

 

♦ Contacts / Reps List – new search filters – Has Email Address and Has Phone.

 

♦ Policy / Quote Info Center – Added popover menu with several useful navigation links – Play Video 

 
 

– NowCerts