This release introduces enhancements across reporting, commissions, change request visibility, and data tracking. Updates focus on improving insight into agency performance, expanding filtering capabilities, and streamlining access to key workflows and records.
Added ability to split views by Agency Location
✔ Provides better visibility into performance across multiple offices
Added new search filter for Policy Number within:
Agency Commission Net Agent Commission
✔ Allows for more precise commission tracking
Enhancements include:
Filter by Work Group
Improved total calculations
Performance optimizations for agencies with large agent counts
✔ Improves usability for leadership and production tracking
Added more detailed subline information for better visibility
Producer Commissions Report now available
✔ Expands reporting capabilities for commission analysis
Change Requests list now available directly within Dashboard Grids
✔ Faster access to active requests
✔ Improved workflow visibility
Add / Change button now includes an option to:
Create a Workflow Checklist
✔ Streamlines workflow creation during policy management
Added confirmation dialog before applying the Reset option
✔ Prevents accidental navigation resets
Added new:
Column
Search Filter
✔ Improves tracking of lead origin and segmentation
New Verify Information action (based on NAIC data)
✔ Helps validate carrier accuracy
Insert / Edit functionality now available (www1)
Supports both:
Tab view
Full view
✔ Improves multi-location management
Added new field:
Garaging Location
✔ Improves underwriting accuracy and data tracking
Added Xref status visibility for:
Insureds
Prospects
✔ Allows users to view archived records directly from the details page