Dashboard Improvements

New Action Center Tab

• Added a new tab called Action Center
• Provides a single place to view:
  • Tasks
  • Opportunities
  • Service Requests
  • Other important workday items

What this means for you:

• One central location to manage daily work
• Less switching between screens

Unique URLs for Dashboard Sections

• Each dashboard section now has its own URL

What this means for you:

• Easier to bookmark specific views
• Faster navigation back to key areas

Task Management Enhancements

Tasks Card View

• New Card View for tasks
• Currently available in:
  • Insured Details
  • Policy Details

What this means for you:

• More visual way to manage tasks
• Easier to see status and progress

Policy and Quote Enhancements

Parent Carrier Display

• Policy and Quote Details pages now show the Parent Carrier in the General section

Schedule of Hazards (Commercial Package)

• Now displayed on the initial Policy Details screen
• Applies to Commercial Package policies

What this means for you:

• Better visibility without navigating deeper into the policy

Search and Filtering Improvements

New Carrier Filter

• Added to:
  • Vehicles
  • Drivers
  • Properties
  • Boats

Renewal Center Filters

• New filters added:
  • Agency
  • Processor Agency

What this means for you:

• More flexibility when working with clusters or network structures

Commission and Reporting Updates

Agent Commission Statements

• New column added:
  • Agency Commission Received Date Period

Alphabetical Carrier Sorting

• Carriers within nested grids are now sorted alphabetically

What this means for you:

• Easier to locate carriers within reports

Data Entry and Selection Improvements

Line of Business Selectors

• Default, commonly used options now always appear at the top
• Even if custom options have similar names

What this means for you:

• Faster selection of commonly used lines of business

Security Enhancement

Account Locking

• Accounts will now lock after multiple unsuccessful login attempts

What this means for you:

• Improved account security
• Protection against unauthorized access

Additional Updates

• Vehicles Insert/Edit page now available on www1
• New Navigation setting:
  • Ability to disable menu counters (support setting required)

Summary

This release improves:

• Daily workflow visibility through the new Action Center
• Task management with a more visual experience
• Reporting clarity and filtering flexibility
• Security with account lock protections

Key benefits:

• Stay organized in one place
• Find information faster
• Work more efficiently across tasks and policies

Key Clarifications

• Action Center does not replace existing workflows, it centralizes them
• Card View is currently limited to insured and policy contexts
• Account locking is automatic and cannot be bypassed
• Some navigation features may require support to enable