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

2022 – Q2 Updates – Multi-State Search now Available, Tweaks to TalkPoint and AgencyDash

Searching multiple states is now supported. Added more sorting options for the list view and tweaked TalkPoint. … Read More

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

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

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

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