Reporting & Analytics Enhancements

Month in Review / Year in Review

• Added ability to split views by Agency Location

✔ Provides better visibility into performance across multiple offices

Agency Commission Reports

• Added new search filter for Policy Number within:
  • Agency Commission Net Agent Commission

✔ Allows for more precise commission tracking

Producer Leadership Board

Enhancements include:

• Filter by Work Group
• Improved total calculations
• Performance optimizations for agencies with large agent counts

✔ Improves usability for leadership and production tracking

Commission Statements Updates

Interactive Reports

• Added more detailed subline information for better visibility

New Report Added

• Producer Commissions Report now available

✔ Expands reporting capabilities for commission analysis

Change Requests Improvements

• Change Requests list now available directly within Dashboard Grids

✔ Faster access to active requests
✔ Improved workflow visibility

Workflow & Navigation Enhancements

Policies / Quotes

• Add / Change button now includes an option to:
  • Create a Workflow Checklist

✔ Streamlines workflow creation during policy management

Primary Navigation Configurator

• Added confirmation dialog before applying the Reset option

✔ Prevents accidental navigation resets

Insureds, Prospects, Policies & Quotes

Referral Source Category

• Added new:
  • Column
  • Search Filter

✔ Improves tracking of lead origin and segmentation

Carrier & Agency Updates

Carrier Details

• New Verify Information action (based on NAIC data)

✔ Helps validate carrier accuracy

Agency Locations

• Insert / Edit functionality now available (www1)
• Supports both:
  • Tab view
  • Full view

✔ Improves multi-location management

Policy & Exposure Enhancements

Vehicles

• Added new field:
  • Garaging Location

✔ Improves underwriting accuracy and data tracking

Lead Source Enhancements

• Added Xref status visibility for:
  • Insureds
  • Prospects

✔ Allows users to view archived records directly from the details page

Summary

This release focuses on:

• Expanded reporting filters and insights
• Improved commission tracking and visibility
• Enhanced workflow access and navigation safety
• Better data accuracy across carriers, vehicles, and lead tracking