Search and Navigation

Advanced Search Filters

You can now perform more precise searches directly from the search bar using commands such as:

• start=

• end=

These commands help quickly locate records based on date ranges and other criteria.

Smart Report Links

New suggested report links now appear directly within key list views, allowing you to access relevant reports instantly without navigating away from your current workflow.

Filter Tracking

The Search Configurator now displays the number of filters currently applied, making it easier to manage complex searches and understand exactly how your results are being filtered.

Custom Workspace

The AI Side Panel can now be pinned or unpinned depending on your workflow needs.

This allows users to:

• Keep AI insights visible while working

• Hide the panel for a larger workspace when needed

Precise Activity Logs

System activity logs and SMS history now feature:

• Improved search accuracy

• More consistent time-stamping

This helps teams review communication history and system actions more reliably.

Reporting Enhancements

One-Click Commission Files

Agent Commission Statements now allow you to generate and download commission files directly from the statement view.

Enhanced Cross-Selling Insights

You can now select multiple Lines of Business simultaneously when running cross-sell reports, helping identify broader opportunities across your book of business.

Financial Insights

The Premium field has been added as:

• A column in the Policy Report list

• A searchable filter

This makes it easier to quickly analyze revenue-related data.

Regional Commission Tracking

Agency Commission reports now support filtering by State, providing improved visibility into geographic production and revenue distribution.

Tasks and Opportunities

Full Pipeline Visibility

The Task List now shows the status of related:

• Opportunities

• Workflow Checklists

This eliminates the need to open multiple screens to understand pipeline progress.

Detailed Opportunity Tracking

Within the Opportunity List, you can now view all related:

• Tasks

• Workflow Checklists

This helps ensure nothing is missed during the sales or renewal process.

Workflow Insights

Additional activity tracking has been added to key opportunity actions, giving agencies better insight into how their sales workflows are progressing.

One Pager View (CRM View)

Note: The One Pager View is an optional feature. Contact Support if you would like it enabled for your agency.

Tailored Client Views

Customize the One Pager layout with improved organization options including:

• Service requests

• Tags

• Layout adjustments

This allows agencies to tailor the screen to their workflow.

Smart Note Management

Notes are now more actionable:

• Add reminder alerts to notes

• Convert notes into tasks instantly

This helps teams manage follow-ups more efficiently.

Note History

The most recent note added to a client record is now visible directly in the One Pager view, giving users immediate context when reviewing a client.