1 min read
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This release introduces enhancements across Interactive Reports, Agent Commission Statements, Navigation customization, and Data Quality tools. These updates focus on improving reporting accuracy, increasing efficiency, and giving agencies more control over their workflows and system navigation.
Added a new search filter for Line of Business (LoB) Clas
Added additional data points:
Policy Status
Business Type
✔ Provides deeper insight into retention and performance metrics
✔ Improves filtering for more accurate reporting
Users can now reorder navigation items
Change Requests main list added to the side navigation
Can be configured or repositioned as needed
✔ Greater control over user experience
✔ Faster access to frequently used tools
Added more detailed header information displayed on a subline within reports
New ability to Generate Files directly from the grid view
Added a new totals summary page when exporting with charges
✔ Improves clarity and usability of commission reporting
✔ Reduces steps for generating statements
Introduced a Custom Option with adjustable settings
✔ Allows agencies to fine-tune duplicate detection
✔ Improves data integrity and cleanup processes
Added a Tasks Tab within Carrier / MGA details
✔ Enables better tracking of carrier-related activities
✔ Keeps communication and follow-ups centralized
Improved prefill logic when initiating from certain service request types
✔ Reduces manual entry
✔ Improves workflow efficiency
Ability to check Generate Files requests directly in place
✔ Improves visibility into export processes
✔ Easier tracking of generated files
Added new hotkey for Reconciliations page:
? Type "recon" for quick access
✔ Faster navigation for accounting workflows
Added more report options within dropdowns on:
Insureds
Policies
✔ Expands reporting flexibility directly within records
This release focuses on:
Enhanced reporting capabilities
Improved commission statement workflows
Better navigation customization
Stronger data quality controls
Increased efficiency across daily tasks
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