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