♦ Policy List – On-Page Edit.

♦ Linked Insureds Opportunities / Linked Insureds Contacts – On-Page Edit.

♦ Interactive Report – Revenue Policy Amounts – Added new search filter Agency Commission Received Date.

♦ Interactive Report – Contacts / Reps by Insured.

♦ Vehicles – Global List. (only visible for admin agents)

♦ X-Dates List – Added new search filters – email and phone.

♦ Data Imports List – display all records for the agency if the user is an admin agent.