This release adds new filters, columns, actions, and access requirements across list menus, reports, and system UI.
List Menus and Filters
- Policy, Quote, Renewal Center
Added Policy Term to the filter list menu.
- Tag Details
Added Tag Details to all Change Requests list menus.
Interactive Reports
- Agency Commissions Based on Rules
Added filters:
– Agent
– CSR
– Location
- Production and Revenue by Policy
Added columns:
– Agent Commission
– Commission Received
– Commission Balance
List Menu Actions and Grid Actions
- Workers Compensation
Actions menu dropdown now uses Grid Actions.
Added Location Information as a grid action.
- General Liability
Actions menu dropdown now uses Grid Actions.
Added Schedule of Hazard as a grid action.
Bulk Actions
- Agent Charges
Added new selections to the Bulk Actions menu:
– Change Date
– Change Description
AI Actions
- Insured Details
Added Task Summary to the AI Actions menu.
UI and System Updates
- Upsell Indicator
Added feedback option and minor rendering updates.
- Info Center
Pop-up modals for Insureds, Prospects, Policies, and Quotes now close using the Escape key.
UI and System Updates
- Acord Forms
Added an additional EULA agreement requirement when accessing Acord Forms.