♦ Task Categories – now uses editor for default description instead of text area.

♦ Details Pages – ‘Add New’ Dropdown Button with quick links.

♦ Interactive Reports – Producer Commissions By Agent – Added new filters – Agency Commission Received Date, Endorsement Date.

♦ Tools – Check for Data Mismatch – Agents & CSRs.

♦ Quick Export – Added for more object types – Insureds, Prospects, Tasks, Opportunities.

♦ Agent Details Page – display DBA in the header if available.

♦ Agency Addresses – Added a new search filter and grid column for Description.

♦ Lines of Business – Grid Actions for default records – Change Visibility.