♦ Dynamic Search & Fast Action Icons – Stay Always Visible at the top.

 

♦ Dynamic Search – Ability to focus on the textbox with a shortcut ( Ctrl + ; ).

 

♦ Interactive Reports – Policies / Quotes by Business Sub-Type.

 

♦ Interactive Reports – Retention Ratio Reports – Ability to filter by Agency Location.

 

♦ Vehicles – New Batch Action – Change Year.

 

♦ Pending Cancellations List – display first several characters of the reason.

 

♦ Tasks List – New search filters for Insured Agent & Insured CSR.

 

♦ Finance Agreements – New search filter for Policy.

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♦ Automate 365 Integration – Migration to new version of the API.