♦ Carrier Downloads – Main List – Play Video

♦ Policy-Level Coverages – In-Place Edit – Play Video 

• Crime 24
• Property 24
• Excess Umbrella
• Physical Damage
• Reefer Breakdown

♦ Interactive Reports – Policies / Quotes By Insured Tag.

♦ Interactive Reports – Policies / Quotes By State. – Play Video

♦ Insureds / Prospects – Main List – New Grid Action – Add Note. – Play Video

♦ Insureds / Prospects Details – Credit Payments – New Grid Action – Assign Policy. – Play Video

♦ Contacts / Reps – New Search Filters – Email & Phone. – Play Video

♦ Activity Reminders List – New Search Filter – Agent (Assigned To) – Play Video

♦ Opportunities List – Added new column – Create Date. 

♦ Excel / CSV Exports – Ability to check how many records are there in the queue waiting before ours. – Play Video

– NowCerts