Data Quality Tool Enhancements

Missing Data Fields

The Missing Data Fields tool has been enhanced to:

• Display the completion percentage for selected data fields across all applicable records
• Include additional data field options for analysis

What this means for you:

• Measure overall data completeness
• Identify areas where important information is missing
• Prioritize data cleanup efforts

Principals / Drivers Date of Birth Validation

Added a new tool to identify mismatches between Principal and Driver dates of birth.

What this means for you:

• Detect inconsistent records
• Improve data accuracy
• Reduce underwriting issues caused by incorrect information

Agency Overview Improvements

Processor Agency Filter

Agency Overview now includes a new Processor Agency filter.

This is especially useful for agencies that manage multiple offices or operate within master agency structures.

Premium Header Enhancements

Agency Overview now displays:

• Taxes and fees in the header summary
• Combined premium totals that include applicable taxes and fees

What this means for you:

• More complete financial visibility
• Improved summary reporting

Interactive Report Enhancements

New Report: Agent Production by Period

A new report is now available to review production over a selected time period.

Use this report to:

• Monitor agent performance
• Review production trends
• Compare activity across reporting periods

New Report: Insureds / Prospects by Referral Source Contact

Added a new report that groups insureds and prospects by their referral source contact.

This provides better insight into:

• Referral relationships
• Business development efforts
• Referral partner performance

Policy & Quote Improvements

Account Manager

Account Manager is now available on:

• Policy Lists
• Quote Lists
• Policy Details
• Quote Details

What this means for you:

• Easier account ownership tracking
• Improved filtering and reporting

Agent Commission Enhancements

New search filters have been added for:

• Create Date
• Change Date

Available within:

• Agent Commissions
• Receivables
• Payables

These filters make it easier to locate transactions based on when they were created or modified.

Agent Management

Private Tasks

Agents can now enable or disable Private Tasks directly from their Details page.

This provides additional flexibility when managing personal work items.

Referral Source Improvements

Combined Batch Action

Referral Sources now support a Combined Batch Action for performing updates on multiple records simultaneously.

Claims

Cards View

Claims now support a Cards View within detail pages.

This provides a more visual way to review and manage claim activity.

Additional Updates

Agency Usage Report

The Local Database Agency Usage report now includes additional subscription information, including:

• Product filters
• Plan filters
• Additional reporting columns

Agency Location

The IVANS configuration panel can now be locked to prevent accidental edits.

Agency Focus Page

Performance improvements have been made to reduce loading times and improve responsiveness.

Summary

This release delivers improvements in:

• Data quality analysis
• Production and referral reporting
• Agency Overview visibility
• Account ownership tracking
• Workflow management
• Claims usability

Key benefits include:

• Better insight into data completeness
• Expanded reporting capabilities
• Improved agency performance tracking
• More efficient day-to-day workflows

Key Clarifications

• Data Quality tools identify records that may need attention but do not automatically correct data.
• Account Manager tracking supplements existing Agent and CSR assignments.
• Agency Overview totals now include taxes and fees where applicable.
• Cards View provides an alternate way to view claims but does not change claim functionality.
• Locking the IVANS configuration panel helps prevent unintended changes while still allowing authorized