New Features & Enhancements

Agent Charges & Commission Statements

Agent Charge Templates

• Create reusable Agent Charge Templates.

• Templates can now be assigned directly to an agent statement.

Agent Commission Statements – Enhanced Export

• New export option available.

• When exporting commission statements, associated Agent Charges will now appear at the bottom of the export file.

Sub-Agency / Master Agency Controls

Restrict Visibility Option

• Master Agencies now have the option to restrict visibility for “Not Processor” records.

• This allows more granular data control at the master level.

Reporting Enhancements

Carrier Downloads Stats Report

• Added new column: Net Change Amt

This provides clearer visibility into policy premium changes within carrier download statistics.

Insured & Property Management

Properties – Merge Option

• Properties can now be merged to eliminate duplicates and maintain clean records.

Insured / Prospect Info Center – Contacts Tab

• You can now add a contact directly from the Contacts tab within the Info Center.

Insureds / Prospects – Grid Actions

• Added direct link to Add New Workflow Checklist from both list and detail views.

Renewal Center

Risk Appetite

• Risk Appetite functionality added within the Renewal Center for improved renewal evaluation.

Agent & Office Management

Agents – Batch Action

• Added ability to batch update Primary Office.

Navigation & UI Improvements

Primary Navigation

• Nested items now support hover behavior for improved accessibility.

AI Side Panel

• Improvements made to panel positioning and rendering for a smoother user experience.