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

2023 – Q1 Updates – Notifications, Exporting Features

This year we’re kicking off with Notifications. New OSHA violation? Rate increase? Added Locations? Be the first to know. … Read More

the Big Picture of Policy Details

Are you reading the policy details? I mean READING them. I’m not talking about the rate or premium, or the cute badges that calculate the year-to-year change, or the carrier group color-coding. It’s the sum of all these parts, the … Read More

AmTrust WC Market Report 2022

AmTrust’s boasts 15% growth for 2022. Their largest sector is the Retail industry, accounting for 29% of their WC portfolio. They’ve been most aggressive on Restaurants. … Read More

Ordering Loss Runs 101 – the Process

There is a lot to be said for loss runs. Logistically, they are required to bind coverage, and in many cases just to secure a quote. There is an order of magnitude to their complexity. All lines, same carrier … Read More