♦ Parent or Sub-Agency Commission Statements – Main List.
♦ Interactive Reports – Policies / Quotes by Insured Type.
♦ Interactive Reports – Policies / Quotes by Insured Type of Business.
♦ Interactive Reports – Financial Summary & Lost Business – display graphics for the calculation amounts divided by policy business type.
♦ Policy / Quote Lists – Added new search filters – Insured Type & Insured Business Type.
♦ Opportunities List – Ability to display calculations for the cost of lead and commission.
♦ Search Filter Configurators – Ability to select logical operators for Tags.
♦ Claims – Extended Details Page with more specific info for different claim types.
♦ X-Dates – Main List – Ability to see dates from 2023 on initial page load.