♦ Prospect Details – In-Place Edit.

♦ Note Dispositions – List, Insert, Edit.

♦ Interactive Reports – Insureds / Prospects / Policies / Quotes by Lead Source.

♦ Interactive Reports – Tasks By Work Group.

♦ Tools – Check for Data Mismatch – State, Referral Source, Agency Location.

♦ Policies / Quotes – Batch Actions – Change Other Company.

♦ Quick Export – available for Policies, Quotes, Renewal Center, Vehicles, Drivers.

♦ Vehicles – Added new search filter for Registration Expiration Date.