Agency Management Enhancements

New Agency Focus Page

• Added a new Agency Focus page
• Accessible from Agency Overview
• Includes configurable options to customize the view

What this means for you:

• Better visibility into agency performance and priorities
• Easier access to agency-level insights

Account Manager Tracking

A new Account Manager field has been added to:

• Insureds
• Prospects
• Insert/Edit screens
• Detail pages
• List views
• Batch Actions

What this means for you:

• Track ownership and responsibility more effectively
• Improve account management workflows
• Filter and organize records by Account Manager

Agency Address Updates

You can now:

• Add a logo
• Replace a logo
• Remove a logo

directly from Agency Address settings.

Dashboard Improvements

Action Center Enhancements

Added:

• AI Summary options
• Counter displays

What this means for you:

• Faster visibility into outstanding work
• Quick summaries of important activities
• Improved dashboard awareness

Interactive Report Enhancements

New Report

Added:

• Policies / Quotes By Referral Source Contact

What this means for you:

• Better visibility into referral performance
• Easier tracking of business sources

Report Explanations Expansion

Report Explanations are now available on more than 20 additional reports.

What this means for you:

• Better understanding of report calculations
• Easier interpretation of reporting data
• Less guesswork when reviewing results

Agency Commission Improvements

Commission Splits Support

When generating Agent Commissions:

• Commission splits are now considered automatically

What this means for you:

• More accurate commission calculations
• Better support for shared production arrangements

Agency Overview Enhancements

Industry Benchmarks

Added Industry Benchmarks to the Agency Overview page.

What this means for you:

• Compare agency performance against industry standards
• Gain additional context around key metrics

Carrier Download Improvements

Re-Merge Option

Added a new Re-Merge grid action within Carrier Downloads.

What this means for you:

• Easier correction of merge-related issues
• Reduced need for manual intervention

To Do Management

Cards View

Added a new Cards View for To Do items.

Currently available within detail pages.

What this means for you:

• More visual task management
• Easier review of pending work

General Liability & Workers Compensation

Create Date Column

Added a new optional column:

• Create Date

Available within:

• General Liability
• Workers Compensation

What this means for you:

• Additional visibility into record creation history

Renewal Center Enhancements

Improved Renewal Display Logic

Renewal Center will no longer display:

• $0 premium
• 0% change

when there is no renewal policy or renewal quote available.

What this means for you:

• Cleaner reporting
• Reduced confusion when reviewing renewals

Data Quality Tool Improvements

Potential Renewal Rewrite

Enhancements include:

• Additional search filters
• Improved matching logic

What this means for you:

• Better identification of rewrite opportunities
• Improved data quality review processes

Additional Updates

Label Dictionary

• Added support for Agent labels

System Messages

• Expanded support for agency-managed system messages in supported environments

Summary

This release delivers improvements in:

• Agency performance visibility
• Account ownership tracking
• Reporting insights
• Commission accuracy
• Renewal management
• Data quality analysis

Key benefits include:

• Better agency oversight
• More accurate commission calculations
• Improved reporting explanations
• Faster access to actionable information

Key Clarifications

• Account Manager is separate from Agent and CSR assignments
• Industry Benchmarks are informational and do not alter agency data
• Report Explanations provide guidance but do not change report calculations
• Re-Merge should only be used when reviewing carrier download merge results
• Renewal Center changes affect display logic only and do not impact policy data