14 October

1. Notice board –Notice board for the agency
2. Reports – Overall activities analytics
3. eSignature –   Share and manage esignature templates with agents
4. Forms – Tracking form analytics
5. Policies – Pipeline cards on Policy360
6. Accounts – Multiple actions selection in Accounts
7. Dashboard – Dashboard chart for New Business Policies categorized by Carrier/Category
8. Pipelines – Enhanced Pipeline Automation Analytics: Action Details, Optimized API, and Account Name Handling Update
9. Google review – Redirect NPS to Google Review in settings
10. Contacts – Attach NPS score to contact360 page
11. Google review – Client Verification in NPS
12. Engagement – Renewal workflow automation changes + Policy premium filter
13. Accounts – Merging Accounts
14. Pipelines – Renewal pipeline automation on branch level
15. Pipelines – Pipeline renewal automation based on Premium on policies
16. Forms – No of pipeline cards by form submission
17. Pipelines – Pipeline automation by Deal Health as trigger
    
18. Pipelines – Pipeline Automation based on Checklist Completion
19. Pipelines – Option to Remove Deal health once added to the card
20. Pipelines – Renewal pipeline automation changes on account level for AMS360
21. Pipelines – Option for private or shared boards while moving/copying the card