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