Ability to assign a lead or policy to multiple producers

Select a business type focus (personal vs. commercial) - the default interface when adding a new lead or customer

Lead import improvements around summary pages and lead import performance

Headers added to pipeline stages to display the total quoted premium ($) and leads in that stage

Zip code filters that apply to leads, contacts, and customers for a higher resolution of specific cohorts

"Next expiration date" and "expected close date" fields added in Lead Manager

Automatically tag web leads during their creation

Allow the lead to be split if multiple opportunities are on one lead and one of the opportunities is sold

Define the status of a quote and filter within the lead manager by quote status

Add Tags to a specific policy

New policy type setup including user-defined categories and the ability to drag and drop policy types

Carrier and writing company setup - add writing companies and policy types to a carrier

Cancel a written policy from the customer view

Report by quote status by producer, quote status by carrier, or quote status by policy type

New customer demo data that preloads new customer accounts with demo leads and customers

Reporting splits for all assigned producers and joint tasks when assigning mulitple producers to a lead or policy

Sales report enhancements:

Add and manage custom fields from ‘my agency’

Add a custom field to a lead, customer, or both

Define a custom field as personal, commercial, or both

Field mapping between leads and customers

Define custom fields as required in system settings ‘required data’

Clone tool for custom fields

Dashboard updates:

Task List updates:

Tag manager improvements including adding tags to policies and the ability to reorder and prioritize important tags to dictate the order they appear in the pipeline view or customer view

Update to billing with access until the end of monthly billing cycle when canceled

Ability to define policies as bundled

Reporting: bundle rate by producer and by customer

Comp: bundle rate booster, bundle rate bonus

Variable rate bonus