Release Notes – September 2024

14th September

1. 1. 1. Accounts – Revenue and Insured Address Field in Accounts
      2. Account, Contact, Engagement – Filter -CSR filter over Contact/Account, Policies, List module & required places – Nexsure
      3. eSignature – Option for Logged-in Agent to Sign Document Last After Client Signed It
      4. NPS – Setting Notification to the Agent/CSR in the Contact
      5. Opportunities – Renewed/Pending Renewal Column in Opportunities Renewals Tab
      6. Pipelines – Renewal Pipeline by Division
      7. Pipelines –  Non-Renewal Pipeline Automation
      8. Pipelines – Add Carrier option in Add Deal
      9. Pipelines – Duplicate cards in Pipeline by Account, Contact – Merge
      10. Pipelines – Round Robin Logic
      11. Text Messages – Reply Using Open AI