Today’s update brings AI-powered summaries, workflow visibility, webhook automation, and streamlined commission tools—plus quality-of-life improvements to help your agency work smarter.
These updates expand automation capabilities, improve reporting flexibility, and enhance day-to-day workflow visibility.
Note: Availability may vary depending on your role and user permissions.
Agency Management System
Service Requests
Link Webmail threads directly to any Service Request, regardless of type.
Opportunities
Summary AI: AI-generated summaries are now available for Opportunities.
Carriers
Default MGA Setting: Define a default MGA for a particular carrier.
Policy Enhancements
Agent Commission Percentage: Option to calculate based on agency commission or premium.
Vehicles
Combined batch action is now added to the vehicles bulk action tool.
Dashboard Enhancements
Grids Widget: Cancelled Policies can now be included in your dashboard layout.
Quotes Widget: Now sorts based on create date instead of expiration date.
Agency Commissions List
New Filters: Filter by Agent, CSR, Policy Business Type, and Policy Effective Date.
✅ Tasks
Task Details Subline: Now displays Work Group if assigned.
Grid Behavior Updates
Default Sort Direction: Most lists now sort descending on initial click.
Automation Center
User Access Controls
Inactivate Users: Admins can now revoke access by unchecking users (Agents or Admins) in the user management panel.
Automation Visibility
New “Actions” Tab: View all automated and scheduled actions triggered by workflows, tags, or time-based events.
Workflow Touchpoints
New Webhook Touchpoint: Send real-time data to external systems from key workflow moments.
Campaign Tools
Improved Monthly Newsletter: Updated formatting, personalized content, and more relevant messaging for stronger engagement.
Support & Resources
NowCerts University: Added direct access to the User Manual from the learning center.
Try combining the new AI Summaries in Opportunities with the Automation Center’s Webhook Touchpoints to create smarter, real-time updates for your team and external systems.
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