Reporting & Data Tools
New Reports: Direct Bill Payments and Churn added to Interactive Reports.
Direct Bill Payments Upgrade: Updated the Direct Bill Payments page to include a new start date selector field in the Policies/Quotes section.
Renewal Center: New optional column for Line of Business Class.
Carrier Downloads: Direct Bill records now have visual indicators.
Batch Actions & Data Quality Enhancements
Insureds & Policies: Now supports Combined Batch Actions.
MGA Rep: Assign via actions menu or batch action.
Potential Renewals Tool: Replaced and renewed data quality tools now display insured and carrier for clearer auditing.
UI Improvements
Preferred Languages: Added all missing languages and organized the most-used options now float to the top.
Info Centers: “Custom Fields” now accessible via the three-dot menu.
Service Requests: Added ability to upload files to Add/Replace Vehicles service requests.
New Note Field: Added a dedicated field for notes to improve clarity and eliminate the need to remove the subject line manually.
Improved Attachment Preview: Better preview support for both emails and attached PDFs when saved into the insured’s Notes section.
Proposal Generator Updates
Document-Style Template Redesign: A fresh, polished look for your proposal templates.
Dashboard Improvements: View proposal counts for Insureds and Prospects directly on the dashboard.
Improved Logo Scaling: Logos now render with better clarity and consistent sizing.
Visual & UX Enhancements
Reorganized for clearer logic flow.
Cleaned up repetitive text.
“Filter” renamed to “Sub Condition” for better context.