The following changes and improvements were made today:


- On-Page Edit Option Added To:
 Contacts / Reps


 Rolodex within the carrier details page

Interactive Reports: Cross-Sell Opportunities available for public preview.

Commercial Prospect Details: Added prospect status to the top panel. And within the information area.

Drivers List: Added batch action to change drivers license state.

Carriers, MGA, Finance, Referral source, and other contacts list: Added search filter for tags.

Prospects List: Added a optional column email.

Polices/Quotes List: Added Not assigned as an option for the search filter Line of Business Class.

Improved the format phones with extensions display in.

Automate 365
Improvements to the customer & introduction page.