15th October Release
- Policies – Add Notes in Policy
- Contacts – Add, Edit, and Delete Comments to Notes for Hawksoft and Applied Epic
- eSignature – Default Signed Date in eSignature
- eSignature – eSignature Activity Report
- Settings – IP Tracking to trace agent login details
- Contacts – Populate only related information for Contacts, Accounts, Policies, and Deal cards in Add Notes
- eSignature – Search and Filters added to the eSignature module
29th October Release
- Pipelines – Add a label to the card from the pipeline card view
- Engagement – Add tags to the subject lines of communications
- Engagement – Adding Deal Card Feature to all Engagement Workflows
- Contacts – Contacts now have the option to include the Insured address in Contacts, Accounts, and Pipeline
- Dashboard – Download deal chart table data into Excel format
- Automation – To section in the Email and Text automation in Pipeline
- Settings – Holiday setup to pause all automation to clients
- Pipelines – Improved the Labels and Tag color palette
- Pipelines – Pipeline automation for Hawksoft and AMS360 now considers the CSR
- Forms – PL Rater and QuoteRush now added to Forms
- Pipelines – Quote premium tag added to pipeline automation
- Engagement – Unsubscribe link mandatory in an email campaign
- Settings – Workflow automation analytics auto-email
