Release Date:- 24 February, 2026
We have introduced a new Premium Range filter in the Renewal, X- dates, cross sell, Monoline, Auto No Home, and Home No Auto section under Opportunities Module.
This enhancement allows users to filter opportunities based on a selected premium range and view detailed policy information for the filtered results.
Use Case: This feature helps agents quickly identify opportunities within a specific premium range.
It enables better prioritization of high-value renewals, simplifies policy analysis, and improves decision-making by providing clear visibility into premium amounts assigned to each contact.
To view the Enhancement:
- Navigate to Opportunities.
- Click on Renewal.
- Click on Filter.
- An Apply Filter panel appears on the right-hand side.
- As shown below, a new option, Premium Range, has been added.
- From the Premium Range dropdown, enter the preferred amount range.
- Click Apply.
- Here, you can view the Renewal Opportunities page with filtered results.
- Click on the Policies Count.
- You will see the detailed view of the policies within the selected premium range.
Note: The Premium Range option is also available in Select Table Columns.
How to add the Premium column using Select Table Columns:
- Click the Select Table Columns icon on the Renewal detailed policies page.
- A Select Table Columns panel appears on the right-hand side.
- As shown below, a new option, Premium, has been added.
- Check the box beside Premium.
- Click on Apply.
- As shown below, the Premium column is displayed along with other data points.
Note: The same steps can be used to apply the Premium Range filter and Select Table Columns for X-Date, Monoline, and Cross-Sell.
To view the enhancement in Auto No Home:
- Click on Auto No Home.
- Click on Filter.
- An Apply Filter panel appears on the right-hand side.
- As shown below, a new option, Premium Range, has been added.
- From the Premium Range dropdown, enter the preferred amount range.
- Click Apply.
- You can now view the filtered Auto No Home Opportunities page.
- Click on the preferred Account Name whose premium you want to view.
You will be redirected to the Account 360 page, where you can view the premium of policies within the selected premium range.
- Note: Follow the same steps to apply the Premium Range filter in Auto No Home.
