What's New
Latest Enhancements
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2025 Enhancements
See what's new in 2025
Release Updates - June 2025Automatic Medicare lead creation and new custom field types!
Release Updates - May 2025Bulk update client information, notification resolution, pipeline card designer, and more!
Release Updates- March 2025Quote summary reporting, batch update policy type, exclude carriers in renewal pipeline settings, and more!
Release Updates- February 2025ACH payments, service request templates, automated quote document attachment, reinstate written policy, & more!
Release Updates- January 2025Individual user auth for Lightspeed, quick add, split account and policy-level assignments options, and more!
Vertafore Disaster Recovery Test Weekend 2025Friday, February 21, 2025 9:00pm MT – Monday, February 24, 2025 1:00am MT
Release Updates - December 2024Service resolution workflows, service request category triggers, and more
Farmers Release Updates - December 2024New Farmers quote integration, Service resolution workflows, & service request category triggers
GSuite Email & Calendar Integration MigrationAction required to continue using your email and calendar services
Outlook/O365 Email & Calendar Integration MigrationAction required to continue using your email and calendar services
Release Updates- November 2024Customer premium for renewal settings, apply policy tags to service requests, add recipient dropdown to onboarding and retain, and more!
Release Updates - October 2024Custom fields for Service Center, NAIC column for customer list
Email & Calendar Integration UpgradeAction required to continue using your email and calendar services
Release updates- September 2024New lead report details
Release updates- August 2024Send emails from shared inbox, email placeholders, update customer-level assignment, unmatched service inbox processor, and more
SmartSearchSee all the ways you can utilize SmartSearch!
Release Updates- July 2024Tag filter for reports, customer premium filter, enhanced Lightspeed integration, and more!
Release updates - June 2024AMS360 Exce/Rep Upload, Tag dropdown sort, Remember last import mapping, and more
Release Updates - May 2024Recent visit history, email and text template list view, and more
Release Updates - April 2024
Release Updates- March 2024Shared email and phone number assignment, tag customers and policies on import, export service request info with policies, and more
Release Updates - February 2024Reports by effective date, create leads from Allstate DASH report upload, and more
Release Updates- January 2024Tag via service automation, Smart-cycle and recycle based on expiration date, hide unused carriers, and more
2023 Year in ReviewComprehensive list of features and enhancements for 2023
Allstate 2023 Year in ReviewComprehensive list of features and enhancements for 2023
Release Updates - November 2023Opportunity Management - Add Drivers, Vehicles, Property Information, Next Expiration Date..
Release Updates - August 2023Shot clock reduced time increments, Service Center Filters, Conversations Revamp, Multi-Contact Import for Leads
Release Updates - July 2023AMS360 integration enhancements - Policy Origin, Executive Mapping
Release Updates- June 2023Attach via Automation, RingCentral and Twilio Call Recording & Playback, Mention team member in note
Release Updates- May 2023Avatar Color, Nerdphone MMS, Select from uploaded files when attaching email or text
Release Updates- April 2023Vertafore Single Sign-On (SSO), Global Add button
Release Updates- March 2023TurboRater Integration
Release Updates - March 2023 (Allstate)Updates to Allstate Compensation- commission rate by bundle status
Release Updates - February 2023Location of Property address, Tag via automation for lead and customer, and display regular hours on timesheet report totals
Release Updates - January 2023NerdPhone integration, AMS360 user mapping, inbound text notifications, PL Rating MGA email, and more
NerdPhone IntegrationHow to set up your NerdPhone integration
Allstate 2023 Preferred Bundling2023 Allstate Preferred Bundling Updates
2022 Year-in-Review
2022 Year in Review (Allstate)
Release Updates - December 2022Service Center enhancements, retain automation trigger, lead management enhancements
Release Updates - November 2022Cancel related open tasks, CC and BCC for email, business type focus, and more
Release Updates- October 2022Policy-related activities, adding multiple executives, etc.
Release Updates- September 2022Quote status, tag functionality, task list enhancements, custom fields, and more
AgencyZoom Video Platform: Marketing & Quoting
Q1 2022 EnhancementsEnhancements, updates, new features