- On-Page Edit - New Objects Available - Video
    - Referral Source
    - Finance Company
    - Other Company

- Interactive Reports - Video
- Insureds / Prospects By Type.
- Insureds / Prospects By Business Type.
   - Cross-Sell Opportunities - Added Search Filter by Referral Source.

- Agency Overview - Revenue by Customers & Policies Video

- Carrier / MGA List - Batch Action - Change Premium Sent - Video

- Insureds / Prospects Info Center - Added popover menu with useful navigation links Video

- Duplicate Email / Phone Screens - Added numeric interval search filters for the count of duplications.

- Renewals List & Recent Production List - Added Insured Tag and Policy Tag search filters - Video

- Advanced (logical operations such as Not, Or, And) Tag Filtering - Added to: - Video
- Renewal Center
- Recent Production Page
- Renewals Page

- Automate 365 Integration - Apply the ‘inactive’ tag when exporting inactive insureds - Video

- How to identify duplicate emails and phone numbers Video