Q1 2022 Enhancements

Enhancements, updates, new features

Megan Stasko avatar
Written by Megan Stasko
Updated over a week ago

Below is a list of enhancements released in Q1 2022.

  • Integrations

    • AMS 360

      • Policy number field included in sync

    • PL Rater

      • One way integration to PL Rating from AgencyZoom

      • CLICK HERE for more details

    • Google & Outlook Calendar Integration

  • Lead Manager

    • Next expiration & expected close date fields added which can be sorted

  • Carrier & Writing Company

    • Added hierarchy with a specified policy type for each carrier

    • CLICK HERE for more details

  • Policy Type Setup

    • User defined categories and ability to drag and drop policy types

    • CLICK HERE for more details

  • Billing & Accounts

    • Access through end of billing period for cancellations

    • Additional checkbox for agreements when upgrading account

    • Sales tax added for certain states

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