2022 – Q1 Updates – CRM Base Integrations, TalkPoint, Numerous Tweaks

CRM Integrations are available for beta testing. TalkPoint, Carrier Comparison and numerous improvements await. … Read More

Skip the Underwriting Submission Line

Ever make a submission 90 days out, only to get a declination 30 days before the renewal? Why couldn’t they tell you this day 1? Odds are they didn’t have a way to make a snap judgement without spending an hour looking through your apps..that’s where the summary comes in handy… … Read More

What is an LCM? The Producer Asked..

In our business, and sales in general, success and opportunity is measured on relative advantage. The LCM is the relative. … Read More

2021 – Q3 Updates – OSHA & Carrier Report, AgencyDash, url/profile Link Editing, Enhanced Class Descriptions

The OSHA Report got a face lift to make it WAY easier to read. Carrier Report is revamped and optimized for each state’s data availability. Users can now edit or add websites or contact profile links. Benefits interface now has list view icons. Even the Class Lookup pages got an enhancement. Check it out. … Read More

Loss Costs & Loss Cost Multipliers

What is a Loss Cost? What is a Loss Cost Multiplier? As a Commercial Insurance Producer, why is this information important to me? Grab that ‘world’s best insurance agent’ mug, fill it up with some cheap office coffee and lets get cracking. … Read More

2021 – Q2 Updates – Integrations, Feature Enhancements & Loss Release Form Revamp

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

Reports

The reports section has seen several iterations and will likely see more in the future. Each report has a purpose. X-State summarizes multi-state operations, Carrier looks at the historical performance and performance against peers, and Class summarizes competition within the … Read More

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