Lots of overhauls and makeovers happening. … Read More
Author Archives: rob
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
2023 – Q1 Updates – New Search Enhancements, More History, Calendar Link Fix
Part 2 updates include new search options, historical PEO & Agency data, and few key fixes. … Read More