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2024 Enhancements
Release Updates - February 2024
Release Updates - February 2024

Reports by effective date, create leads from Allstate DASH report upload, and more

Michele Helms avatar
Written by Michele Helms
Updated over a week ago

2/21/24 Release

  • Effective Date Reporting

  • Create leads from Allstate DASH report upload

  • Hawksoft Version

  • List of minor enhancements pushed to production on demand

Effective Date Reporting

Effective date reporting allows you to analyze production date, ensuring more accurate revenue and commission projections. This can be useful in scenarios such as property policies where there is typically a gap between the written and issue date.

Create Leads from Allstate DASH Report Upload

You can now create leads in your sales pipelines after uploading DASH quote reports to better manage and track lead status from the existing quotes in DASH.

Upload quote has been added to the side menu to access from any page within the system.

HawkSoft6 Compatibility

When connecting the Hawksoft integration, we will now collect the version so we can import your book of business. If you have the Hawksoft integration connected already, the version can be modified in the integration settings when you make the change.

The following minor enhancements were pushed to production on-demand:

  • Import the opportunity expiration date during lead import

  • Add the extension for a user – when using the agent phone number placeholder, the recipient will then have the extension to reach their agent directly

  • Create service requests in batch from the policy list

Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.

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