♦ Prospects List – On Page Edit.

♦ Insureds List – On Page Edit (additions for emails and phones fields).

♦ Interactive Reports – Policy Amounts By:

• Carrier
• MGA
• Line of Business

♦ Primary Side Navigation – Display Dynamic Search even if collapsed.

♦ Primary Side Navigation – Preserve slim state on page refresh.

♦ Data Imports -Historical List.

♦ Insureds / Prospects Details – Information Tab – Display Referral Source Contact below Referral Source.

♦ Vehicles List – New batch action – Change Location.

♦ Task Groups – New grid action – Change Description.