AI is here For a while it has been helping us in peripheral (mostly coding and operations), limited ways. But now it really is getting better. Good enough that we are now applying it to validate and obtain company contact … Read More
Author Archives: rob
2025 – Q1 Updates – Benefits, OSHA, DOT
Lots of overhauls and makeovers happening. … Read More
2024 – Q4 Updates – LossRunner
We added E-Signature for loss run request/release forms as well as routing of the signed forms. This makes it about as easy as it gets to order loss runs … Read More
2024 – Q3 Updates – NAICS Industry Filtering
Added NAICS for industry targeting, fixed a location targeting bug that affected the map, new states rolled out and some minor mobile app fixes. … Read More
What about Property & GL Xdates?
We get that question. Kind of a lot. Or some form of it (How do I search by GL xdate). Spoiler, such a database doesn’t exist. That’s the bad news. So there’s good news, you ask? Yes. … Read More
2024 – Q2 Updates – Email Integrations, HawkSoft Integration, minor updates
Send emails directly from the policy details section, create templates with personalization fields. Import new prospects into HawkSoft with a 3 clicks. … Read More
2024 – Q1 Updates – Search Menu Refresh
Search Menu It was getting a bit overwhelming with the additions, so each section is now collapsible. You’ll see a little red dot next to sections with active filters. We also got rid of the annoying page refresh that would … Read More
2024 – Q1 Updates – Map View
The map is here. … Read More
2024 – Q1 Updates – New Search Filter, Notes Page, Zapier, MA Available, NY gets better
We added a new search filter, notes page gets an enhancement, Zapier is available, and a new state and data addition. … Read More
2023 – Q3 Updates – Group Updating, Notes Page & Miscellaneous Improvements
Added a Notes page, Edit multiple records at once, name badge for user added contacts & more. … Read More