Major Enhancements
- Submission Tracking -- keep documents submitted to carriers or brokers top of mind and easy to find.
- Policy History -- tracks past policy iterations, making a record of prior policy information after any significant change.
- Import / Export for Certificate Holders -- easily review large Certificate Holder lists and make annual updates en masse to key commercial accounts.
Minor Enhancements
- Update NAIC codes using Data Replace (make sure to run a Daily Backup first!)
- Improved integration with ITC Turborater (now for Home policies)
- New merge field: your first name!
- Suspense due date viewable in the Logs tab
See all the new features in Version 4.10