♦ Carrier Downloads – Main List – New Grid Action – Merge Not Merged – Play Video

♦ Carrier Downloads – Main List – New Grid Action – Merge Not Merged And Matched.

♦ Policy Coverages – In-Place Edit for these types – Play Video

• Flood Coverage / Excess Policy
• Flood Coverage / Primary Policy
• Occupational Accident
• Trailer Interchange Physical Damage
• Worker Comp & Employers Liability

♦ Interactive Reports – Opportunities By – Play Video

• Opportunity Stage
• Line of Business
• Referral Source
• Win Probability

♦ Interactive Reports – Cross-Sell Opportunities – Added new search filters and columns – Type & Type of Business – Play Video

♦ Insureds / Prospects – Info Center – Added New Tab – Custom Info – Play Video

♦ Agency Statements – New Grid Action – Re-Assign – Play Video

♦ Quotes List – New Search Filter – Status – Play Video

♦ Agent Details Page – Statements Tab – Play Video

♦ Agency Location Details Page – Tasks Tab – Play Video

– NowCerts