6 February 2017

Hotkeys | Documentation

  • Hotkeys have been expanded to include contact searching. See the documentation for more information.

Agent deliverable creation | Documentation | Video (2:42)

  • Agents can now generate custom deliverables on unsubmitted quotes/applications. Though any custom deliverable can be made available to agents, the primary use case for this feature is for agents to generate and print the Insured Scoring Notification prior to application submission.