The following changes and improvements were made today:

Improvements

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

Locations

 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.