2023 Enhancements
13 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
Allstate 2023 Preferred Bundling2023 Allstate Preferred Bundling Updates