Interactive Reports: A new Customer Retention report has been added and is now available.
Data Quality Tools: A new page providing quick access to all data quality tools has been added and is accessible from both the dashboard and dashboard light.
Prospects & Quotes: Combined batch actions streamline your follow-ups.
Custom Fields Search: Tag filtering + bulk tag edits.
Driver License Scan: Fully integrated and ready to use.
Grid Toggle Fit: Set as default in your layout configurator.
Insured List: Filter by active policies and specific LoBs with logic operators.
Totals & Averages: Switch easily between both in financial summaries.
Carriers: Search by Service Score.
Boats: New filter—“Has Active Policy”.
Direct Bill Payments: Filter for past-due items.