Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (40)
Policies (25)
Accounts (49)
Contact (84)
Client Portal (7)
Integration (40)
Pipelines (139)
Engagement (104)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (42)
FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
Work Email (10)
Agent App (7)
eSignatures (31)
IMUG (3)
Report
Know your business insights with detailed drilled down reports
Policy per new account Report
Description – See the number of policies associated with an account in the report module. Use case – Easy navigation of Accounts having policies mapped
Download & Save Reports
Description: Besides the option to specify recipients and add recipients’ email IDs during the download. You may download this report from the Save as Report
Scheduled Reports tab under Reports
Description – A separate tab is added under the Reports module to view, run, and delete the scheduled reports. Usecase – A segregated view for agents
Lead source as a field in the Book of Business and Personal Data Book
Description – The lead source is now displayed in the Book of Business and Personal Data Book. Use case – Easier to track lead source
Group by Tags in Personal Data Book
Description – Sort your Personal data book contacts by Tags. Use Case – Convenience to group by and vew the Personal Data Books by Tags
Group by Payment Frequency in Book of Business
Description – Sort your Book of Business content by Payment Frequency. Use Case – Convenience to group by and vew the Book of Business by
Accessibility improvements made to Activity Reports
Update – Added Search, Download, and Save as report features under Activity reports Use case – Easier to view, download, and share reports for analytics.
Schedule report
A scheduled report will help you to get notified via email whenever a report will run at the scheduled time you have set for. You
Policy Transaction Report
In Reports, under Policy Transaction, you will be able to see the total number of transactions that have taken place under the Policy section in
Policy Status report in Time Series
In reports under the Performance tab, new sections have been added. You will also find the Transaction tab where you can find details for the
Filter and Search Changes in Reports
Now you can access the global search option in Reports. You can search by any word and search will display all results based on the
Activities in Reports
In the report section, the Activity Reports tab is introduced. The Reports for the following activities will be available: Notes, Files, Emails, Calendar Events, Texts,
