♦ Insureds / Prospects Details – Advanced Custom Fields Tab.

♦ Interactive Reports – Vehicles By:

• • Make
  • Model
  • Type of Use

♦ Display Effective & Expiration Dates for policies in most grids on mouse hover.

♦ Policy Coverages – Ability to check lien holders in the tables for vehicles, properties.

♦ Insureds / Prospects Details – Information Tab – Display only active policies associated with vehicles, drivers & properties.

♦ Insureds / Prospects Details – Display not done reminders for the past 90 days.

♦ Insureds / Prospects – Info Center – Ability to edit in place Contacts / Reps.

♦ Activity Reminders – Batch Action – Mark as Done.

A video will be added explaining each item later today.