Data Quality Tool Enhancements

Missing Data Fields

The Missing Data Fields tool now includes two additional source options:

• Tasks
• Opportunities

What this means for you:

• Review data completeness beyond insureds and policies
• Identify missing information within task and opportunity records

Principal / Driver Birthday Mismatch

The Birthday Mismatch tool now supports a new batch action that allows you to synchronize dates of birth in either direction.

What this means for you:

• Correct mismatched birth dates more efficiently
• Improve consistency between Principal and Driver records
• Reduce manual data updates

Interactive Report Enhancements

AI Report Finder

A new AI-powered Report Finder has been added to Interactive Reports.

What this means for you:

• Describe the information you're looking for using natural language
• Receive report recommendations based on report explanations
• Spend less time searching for the correct report

Dashboard Improvements

Action Center Enhancements

New features include:

• Completed Mode
• Batch Actions
• Batch Status Updates
• Batch Due Date Updates

What this means for you:

• Manage completed work more efficiently
• Update multiple work items at once
• Save time when organizing daily activities

Policy & Quote Enhancements

Batch Action – Set Bind Date as Effective Date

Policies and Quotes now include a new batch action to:

• Set the Bind Date as the Effective Date

This helps simplify policy updates when multiple records require the same adjustment.

Annualized Premium Calculation

For policies with a term shorter than 28 days:

• Annualized Premium now equals the actual premium.

What this means for you:

• More accurate reporting for short-term policies
• Better representation of policy premiums

Certificate Holder Improvements

The Certificate Holders list now includes:

• Number of Certificates column
• Number of Certificates filter

What this means for you:

• Quickly identify frequently used certificate holders
• Better manage certificate activity

User Selection Improvements

Agent and CSR selectors now include additional filtering modes:

• Has User
• No User
• All

Available throughout Insert and Edit screens.

What this means for you:

• Easier selection of users
• Faster filtering when assigning records

Improved Navigation

Floating Grid Headers

Several lists now include floating headers for improved readability.

Supported areas include:

• Insureds
• Policies
• Endorsements
• Other large grids

What this means for you:

• Column headers remain visible while scrolling
• Easier review of large record lists

Quote Applications

Quote Applications now support Cards View within detail pages.

What this means for you:

• More visual organization of quote applications
• Easier navigation between records

Additional Updates

Schedule of Values

A new Schedule of Values object has been added under Insured Items.

Policy Change Requests

Policy Change Requests are now included within the new activity logs.

Boats

The Boats Insert/Edit page is now available in supported environments.

Trucking Contact Types

Additional contact types have been added for trucking companies, including executive-level roles such as:

• CEO
• COO

and other organizational positions.

Summary

This release delivers improvements in:

• Data Quality management
• AI-assisted report discovery
• Dashboard productivity
• Policy and quote processing
• Certificate tracking
• Large list navigation

Key benefits include:

• Better data consistency
• Faster report discovery
• More efficient work management
• Improved visibility throughout the system

Key Clarifications

• AI Report Finder recommends reports based on available report explanations; it does not create new reports.
• Birthday synchronization should be reviewed before applying batch updates to ensure the correct data is retained.
• The annualized premium calculation change only applies to policies with terms of less than 28 days.
• Floating headers improve navigation within large lists but do not change how data is sorted or filtered