All product enhancements, new feature release will be shared here.
25th November Contacts, Accounts – All tab in communication for Contact360 and Account360 Carriers, Categories – NB, Renewals, cancellations and rewritten in carrier and categories
14 October Notice board –Notice board for the agency Reports –Â Overall activities analytics eSignature – Â Â Share and manage esignature templates with agents Forms – Tracking
23 September Pipelines – Add pipeline automation for bulk uploads Settings – UI Changes in the Settings Module
9 August Lists – Enhanced list sorting functionality for accounts and contacts Work email – Move Close conversation to open Pipelines, Accounts, Contacts – Enhanced
22 July eSignature – Undelivered eSignature Handling eSignature – Drag and drop file to upload in eSignature Contact, account, policy – Contact, Account, Policy archived
24 June eSignature – Stripe Payment in eSignature eSignature – Use signed documents for new eSign requests eSignature – CC in eSignature eSignature – eSign
20 April Pipeline – Pipeline upload for custom fields Pipeline – Default option for personal/commercial in Add Deal Contact, Account – Canceled policy tab in
1 April 2023 Accounts- Add/Edit account with NAICS code generated using AI for commercial accounts. Account, Contact & Engagement – Text generation using AI
March 18 Account, Contact, Policies –Attach note added to Account to policy and contact. Account, Contact-Delete forms from contact and account 360 Engagement- Download
 February 25 Pipeline – Copy/Move and archive the cards from stage. Pipeline- Loss date datapoint in claim pipeline Pipeline – Close card when claim marked
January -21 Contacts- Add the signed document to the files section. Settings – Xdate added in Contact & Account on the cancellation date. Profile
December – 3 Pipelines –Â Automation Tags added for Nickname and First Name of Contact Pipelines – Merge Lead Sources in Pipeline Pipelines – Merge
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