2023 Enhancements
14 articles
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