Producer and CSR Assignment Removed From the Insured Level

From now on, Producer and/or CSR can only be attached at a quote's / policy's level. This means that different quotes/policies pertaining to the same insured can be assigned different Producer ...  Read more

In-House User Designation

You can now designate your company’s user as an “In-House User”. This is meant for users that do not normally interact with external parties, i.e. senior managers or support staff. 

An in-house ...  Read more

Appointed Agency Flag

A new flag, Appointed with our market, was introduced for market’s agency properties. “Appointment” means that, for example, there is a commission sharing agreement ...  Read more

Quote Sent to Insured Status Update

After an agency sends an uploaded quote to an insured by email, the status of the quote will be automatically changed to Sent To Insured, regardless of the submission type for the respective ...  Read more