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Previous Updates

  • January 2023
    Commercial Lines Rating with Tarmika
  • January 2023
    Applied Pay: AR Reconciliation and Simpler Payment Collection
  • January 2023
    SPLICE Integration with Automation Center
  • January 2023
    New Sales Automation Templates
  • October 2022
    Updates to Policy Entry Screens for Additional LOBs
  • October 2022
    Performance Goals (New Module!)
  • October 2022
    Google Reviews in Client Center
  • October 2022
    Applied Pay
  • October 2022
    Optimized Mobile Experience
  • October 2022
    Automation Center Adds Support for EZLynx Accounting
  • June 2022
    Policy Entry Screens for Additional LOBs
  • June 2022
    Collect Customer Feedback and Referrals with Client Center
  • June 2022
    New Automation Center Templates
  • June 2022
    Automation Center – New Policy Change Request Workflows
  • June 2022
    Personal Package Policy Change Requests