Today’s update brings AI-powered summaries, workflow visibility, webhook automation, and streamlined commission tools—plus quality-of-life improvements to help your agency work smarter.
Agency Management System:
Service Requests
Opportunities
Carriers:
- Default MGA Setting: Define a default MGA for a particular carrier.
Policy Enhancements
- Agent Commission Percentage: Option to calculate based on agency commission or premium.
Vehicles
- Combined batch action is now added to the vehicles bulk action tool.
Dashboard Enhancements
- Grids widget: Cancelled Policies can now be included in your dashboard layout.
- Quotes Widget: Now sorts based on create date instead of expiration date.
Agency Commissions List
- New Filters: Filter by Agent, CSR, Policy Business Type, and Policy Effective Date.
Tasks
- Task Details Subline: Now Displays Work Group if assigned.
Grid Behavior Updates
- Default Sort Direction: Most lists now sort descending on initial click.
Automation Center:
User Access Controls
- Inactivate Users: Admins can now revoke access by unchecking users (Agents or Admins) in the user management panel.
Automation Visibility
- New “Actions” Tab: View all automated and scheduled actions triggered by workflows, tags, or time-based events.
Workflow Touchpoints
- New Webhook Touchpoint: Send real-time data to external systems from key moments within your workflows.
Campaign Tools
- Improved Monthly Newsletter: Updated formatting, personalized content, and more relevant messaging for stronger engagement.