2 min read
This update introduces enhanced search capabilities, improved reporting filters, expanded pipeline visibility, and customizable workspace options designed to help agencies find information faster and manage workflows more efficiently.
You can now perform more precise searches directly from the search bar using commands such as:
start=
end=
These commands help quickly locate records based on date ranges and other criteria.
New suggested report links now appear directly within key list views, allowing you to access relevant reports instantly without navigating away from your current workflow.
The Search Configurator now displays the number of filters currently applied, making it easier to manage complex searches and understand exactly how your results are being filtered.
The AI Side Panel can now be pinned or unpinned depending on your workflow needs.
This allows users to:
Keep AI insights visible while working
Hide the panel for a larger workspace when needed
System activity logs and SMS history now feature:
This helps teams review communication history and system actions more reliably.
Agent Commission Statements now allow you to generate and download commission files directly from the statement view.
You can now select multiple Lines of Business simultaneously when running cross-sell reports, helping identify broader opportunities across your book of business.
The Premium field has been added as:
This makes it easier to quickly analyze revenue-related data.
Agency Commission reports now support filtering by State, providing improved visibility into geographic production and revenue distribution.
The Task List now shows the status of related:
This eliminates the need to open multiple screens to understand pipeline progress.
Within the Opportunity List, you can now view all related:
This helps ensure nothing is missed during the sales or renewal process.
Additional activity tracking has been added to key opportunity actions, giving agencies better insight into how their sales workflows are progressing.
Note: The One Pager View is an optional feature. Contact Support if you would like it enabled for your agency.
Customize the One Pager layout with improved organization options including:
This allows agencies to tailor the screen to their workflow.
Notes are now more actionable:
This helps teams manage follow-ups more efficiently.
The most recent note added to a client record is now visible directly in the One Pager view, giving users immediate context when reviewing a client.
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