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Exciting features coming in 2025
- Zapier Integration: Enhance productivity and workflow.
- NC J-Rate Progressive & Safeco Rating: Simplify quoting and policy management with J-Rate, designed specifically for North Carolina agents.
- PL Rating Integration – Home & Auto: Simplify the quoting process for personal lines with automated integration for home and auto insurance.
- Custom Forms: Add personalized forms to meet your unique business needs.
Features Released in January
- We have added a new payment method option “ACH/EFT to Company”
- We have added the policy type Renters as an option for the HO4.
- We have added the option in location setup to turn on to force the user to reset their password after so many months.
- We have added the status filter to the download log report
- We have added Motor truck cargo coverage to BAP and Commercial Package policy types as a coverage option.
- We have added Automobile Liability options on Business Auto policies that will fill on the Acord 25
- We have added a new filter to the Commission Admin report that shows if a comission was manually entered or downloaded.
- We have added the ability to email or print an invoice to a mortgagee
