♦ Insureds / Prospects Insert – added duplicate record warning popover & ability to directly assign email for the contacts.

♦ Agency Overview – Line of Business Class Tab.

♦ Year in Review Report – Total Amounts option added.

♦ Interactive Reports – Agent Commissions By Agent.

♦ Finance Calculator Breakdown – Added column for Financing.

♦ Policies / Quotes – Added new search filters – Has Endorsement & Has Agency Commission.

♦ Tasks – Ability to use logical operators when searching for Assigned To.

♦ Tag Details – Ability to check apply history for Claims.