AI Search Assistant is now live on Opportunities, Claims, and Service Requests.
Interactive Reports – Net Agent Commission: New filters for LoB Class & Business Type.
Custom Fields Search Tool: Choose between equals or contains for text comparisons.
Opportunities: Now support multi-field changes through the combined bulk action.
Referral Sources: Filter between Active | Inactive | All.
Tasks: Update task status directly from the same section as task stages.
Invoices/Receivables: See Linked Insureds from the invoice list.
Carriers List: Filter by A.M. Best Rating – BCR & FCS.
Commission Statements: New “Number of Records” column & filter.
Agents List: New column & filter for Agency (visible for master agencies only).
Receivables/Payables: Two new type filters – Show with $0 balance and Show Past Due only.
Service Requests: The Due date now shows with color indicators (like Tasks).
Policy List: Added search by Policy URL with wildcards like * or [empty].
Task View: See task and activity details inline.
Inactive Insureds: Search now includes inactive profiles + status badge on the profile.
Send Certificates: Insureds can now send Simple Certificates without approval if permission is given.
Improved Search: Smarter search for Insureds, Prospects, Policies, and Contacts.
Template Enhancements: Attach files to Email & SMS templates improvements
Proposal Generator: Fresh design + dynamic summary for all policy types.
Automation History: View all touchpoints, including entry/exit logs on profiles.
Task Touchpoints: Trigger automation based on task status or related dates.
Touchpoint History: Sort by date & see send reasons/failures (e.g., missing email).
Major AI training across:
Acord/Dec Page Scans
Commission Document Scan
AI-powered Scan Assistant
Improved prompt context: If you upload a file, the AI won’t ask for it again when continuing a thread.
Explore these features now in your dashboard or reach out with feedback—your input shapes what comes next!