♦ Referral Source – Insert/Edit Page.

♦ Certificate Holder – Insert/Edit Page.

♦ Interactive Reports – * by Insured – display information for email, phone, address. (tasks, contacts, opportunities, properties, vehicles)

♦ Endorsements – Main List.

♦ Endorsements – Main List – Batch Actions – Change Status, Follow Up Person, Follow Up Date.

♦ Opportunities Details Subline – Display Referral Source.

♦ Vehicles List – Added new search filter by Type of Use.

♦ Insured Locations List – Added new search filter by State.