Calendar Integration Connect your calendar to sync scheduled events. Highly flexible, two-way updating, available for Outlook or Google. Check out the guide for the details and how to install. Enhancements & Updates Scheduled events can now be edited or deleted. Pipeline flags … Read More
Author Archives: rob
CRM – Activity Management Features
The CRM functionality has evolved over the years, much of which has come from user feedback, and will continue to evolve for what feels like a never ending time line. It started as a notes section in 2014, flag options … Read More
Understanding Business & Policy Level Details
This Cliff’s notes summary covers the (less abundant) enhanced data element visibility and functionality. For a deep dive check out this Knowledge Base article. All the Orange If it’s orange it’s interactive, click on it – Linkedin Company page, website, … Read More
Search Mechanics
In/Out of State Filtering You can include (excluded by default) businesses with operations in your state that are domiciled outside of the state. If you are having trouble finding an account using the name search it can be helpful to … Read More
2021 – Q1 Updates – New States, Data & Bug Fixes
WC Updates New States: VT, ME & NH PA bug fix relating to partial export of mod history Added agency info to database (available in Business Details & Policy Info) – This data comes from FL & VT – so … Read More
2021 – Q1 Updates – Mobile App, CRM Enhancements, Integrations & New Tools
Welcome to 202WON! The new year brings a new mobile app, a new suite of tools, CRM enhancements & the start of our integrations roll-out. Check out all the details here. … Read More
WC Class & GL Lookup
What WC code does a Chicken Feeder installation contractor fall under? It’s not rhetorical, it’s 3724, usually known as Overhead Door installation. Maybe you are wondering what GL code to use for that Quonset Hut erector you’re working on (you know we’ve got that). That’s why we put together a comprehensive industry cross reference and look up including WC, GL, SIC and NAICS codes. … Read More
CA Data Available
Yup, finally made it to the golden state. We released it a bit early because of the expressed interest, so please bear with us while we back-fill some demographics like # of EE’s and Sales, and contact data. Also note this is not a comprehensive database, like our other states, due to regulation. But with over 85,000 Xdated prospects, there’s plenty to keep you busy! … Read More
Tools of the (remote) Trade
Thanks to current technology (last 15 years), practically all operations conducted in a typical insurance office can be done remotely, and for a very reasonable price point. And despite the industries best effort to keep work at work, nature has forced us to adopt the alternative, homework. Are you struggling, fighting with it? Or are you exploring the plethora of available productivity tech, learning about it, and thriving along the way? As a fully remote company, here are a few tools we rely on to manage projects, communicate effectively, and prioritize tasks (no face mask required). … Read More