Interactive Reports Enhancements

Retention Ratio Report

• Added a new search filter for Line of Business (LoB) Class

Performance Assessment Reports

• Added additional data points:

  • Policy Status

  • Business Type

✔ Provides deeper insight into retention and performance metrics
✔ Improves filtering for more accurate reporting

Navigation Improvements

Side Navigation Configurator

• Users can now reorder navigation items

Change Requests in Navigation

• Change Requests main list added to the side navigation

• Can be configured or repositioned as needed

✔ Greater control over user experience
✔ Faster access to frequently used tools

Agent Commission Statements Updates

Reporting & Visibility

• Added more detailed header information displayed on a subline within reports

Grid Actions

• New ability to Generate Files directly from the grid view

Combined Export Enhancements

• Added a new totals summary page when exporting with charges

✔ Improves clarity and usability of commission reporting
✔ Reduces steps for generating statements

Data Quality Tools

Policy Duplicates Tool

• Introduced a Custom Option with adjustable settings

✔ Allows agencies to fine-tune duplicate detection
✔ Improves data integrity and cleanup processes

Carrier / MGA Enhancements

• Added a Tasks Tab within Carrier / MGA details

✔ Enables better tracking of carrier-related activities
✔ Keeps communication and follow-ups centralized

Change Requests Improvements

• Improved prefill logic when initiating from certain service request types

✔ Reduces manual entry
✔ Improves workflow efficiency

Export & File Generation

Export Generations List

• Ability to check Generate Files requests directly in place

✔ Improves visibility into export processes
✔ Easier tracking of generated files

⚡ Productivity Enhancements

• Added new hotkey for Reconciliations page:
  ? Type "recon" for quick access

✔ Faster navigation for accounting workflows

Additional Updates

• Added more report options within dropdowns on:

  • Insureds

  • Policies

✔ Expands reporting flexibility directly within records

Summary

This release focuses on:

• Enhanced reporting capabilities

• Improved commission statement workflows

• Better navigation customization

• Stronger data quality controls

• Increased efficiency across daily tasks