11/1/23 Release

11/29/23 Release

You can now add expiration dates and assign producers to your opportunities, ensuring you never miss a crucial deadline and promoting cross-department collaboration on multi-opportunity leads.

We've expanded the capabilities of opportunities to include drivers, vehicles, and property information, allowing you to store this information prior to quoting and providing a more efficient submission process.

Please note that the first driver you add will automatically be listed as the 'Named Insured' under the Relationship field.

Convert the opportunity to a quote by submitting the opportunity information directly into your rater. The driver/vehicle/property information will accompany the lead info, saving you time and reducing errors.

You can sort your opportunities by expiration date, policy type, carrier, and producer, giving you greater flexibility in prioritizing your work.

You can also conveniently add a new opportunity through the Global 'Add' button.

For leads with multiple opportunities, the 'Next Expiration Date' field will automatically populate with the earliest opportunity expiration date.

You can also trigger lead automation prior to the next expiration date, as shown below under the Period field. You then have the option to set the number of days prior to the next expiration date to trigger the automated touchpoint.

We've made updates to our web lead webhook format and API to seamlessly ingest this new driver, vehicle, and property data so that the data you need is available where and when you need it.

11/29/23 Release

A new 'Policies' tab has been added to the service dock to get a more comprehensive view of all customer policies and policy details in one place without having to leave the page. Now armed with the full context of the account, you can handle service requests more efficiently.

The Policies tab is broken out into two sections: Service Policies and Other Policies. You can remove policies from each section by simply dragging and dropping, or by clicking on the action menu (three dots) and selecting 'Remove as Service Policy' and vice versa. This can also be controlled by the related-policy dropdown in the main tab.

The action menu, as shown below, can also be selected to view or edit the written policy. If the policy also has a coinciding policy in your integrated management system, you can view the synced policy information here. For AMS360 users, the dec page will also be available from the action menu.

You can now allow customer and policy tags to follow into Service Center. A tag setting has been added to the onboarding and renewal pipeline settings to apply the customer-level and/or policy-level tags to the generated service request. This will allow service automation to trigger based on the tag originating from the customer or policy. Now you can work out of fewer pipelines, giving you a more comprehensive view of your open service requests while managing various service scenarios.

​Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)