We're continuing the momentum with a new round of updates designed to improve your workflow and efficiency. Here's a look at what's new:
New Features
- Commercial Lines: Streamlined Change Request process with the new CL Change Request Form (A175).
- Agency Performance Partners: Gain deeper insights into your agency's performance with 5 new Assessment Reports:
- New Business: Analyze your new business acquisition trends and identify areas for improvement.
- Book of Business: Evaluate the health and composition of your existing book of business.
- Cancellations: Track cancellation rates and pinpoint potential retention issues.
- Tasks: Monitor overall task completion and identify any bottlenecks.
- Tasks Overdue: Stay on top of outstanding tasks and ensure timely completion.
- Insured Items: Enhanced management of Inland Marine items with new Insert, Edit, and On-Page Edit capabilities.
- Policy Important Dates: Improved usability with On-Page Edit, Delete functionality, new Batch Actions, a filter for Policy Tags, and export capabilities.
- Commercial Lines Rating Data: Added "Number of Locations" field for a more accurate rating.
- Additional Interests: Expanded options with the addition of "Obligee" as a new type of additional interest.
Feature Improvements
- Interactive Reports: "Agency Commissions Net Agent Commissions" report now includes a "Line of Business" column for granular analysis.
- Agency Overview: New "Commission Summary" provides a quick overview based on the previous month's policy amounts.
- Carriers: Easily view NAIC information by hovering over carrier entries in grids and details pages.
- Policy Details / Info Center: Active policies with reinstatement dates will now display an orange status indicator for better visibility.
- Insureds: "Customer Since Date" added to the Details Subline for a clearer view of client history.
- Agent Charges: "Balance" is now displayed in Total Amounts for improved financial tracking.