Lead Enhancements
Ability to assign a lead or policy to multiple producers
Select a business type focus (personal vs. commercial) - the default interface when adding a new lead or customer
Lead import improvements around summary pages and lead import performance
Headers added to pipeline stages to display the total quoted premium ($) and leads in that stage
Zip code filters that apply to leads, contacts, and customers for a higher resolution of specific cohorts
"Next expiration date" and "expected close date" fields added in Lead Manager
Automatically tag web leads during their creation
Allow the lead to be split if multiple opportunities are on one lead and one of the opportunities is sold
Define the status of a quote and filter within the lead manager by quote status
Policy Enhancements
Add Tags to a specific policy
New policy type setup including user-defined categories and the ability to drag and drop policy types
Carrier and writing company setup - add writing companies and policy types to a carrier
Cancel a written policy from the customer view
Data & Reporting Enhancements
Report by quote status by producer, quote status by carrier, or quote status by policy type
New customer demo data that preloads new customer accounts with demo leads and customers
Reporting splits for all assigned producers and joint tasks when assigning mulitple producers to a lead or policy
Sales report enhancements:
Added policy type as a reporting filter
Custom Field Enhancements
Add and manage custom fields from ‘my agency’
Add a custom field to a lead, customer, or both
Define a custom field as personal, commercial, or both
Field mapping between leads and customers
Define custom fields as required in system settings ‘required data’
Clone tool for custom fields
Workflow Enhancements
Dashboard updates:
Consolidate winbacks, compensation, and activities into a 'more options' submenu for admins
Search by DBA
Task List updates:
Toolbar refinement
The ability to sort a task list by creation, due, or completion dates
Display task title as the header in today's tasks and automation sequences to display the most relevant information
Ability to assign multiple staff to a single task
Tag manager improvements including adding tags to policies and the ability to reorder and prioritize important tags to dictate the order they appear in the pipeline view or customer view
Update to billing with access until the end of monthly billing cycle when canceled
Compensation Updates
Ability to define policies as bundled
Reporting: bundle rate by producer and by customer
Comp: bundle rate booster, bundle rate bonus
Variable rate bonus
...stay tuned for new enhancements to be announced!