9 June 2017

Premium Written Earned Unearned report

  • Policy effective date was added to this stock report.

Dates to Remember | Documentation

  • The Dates to Remember section has been enhanced on agency contacts for improved tracking of agency touchpoints by carrier marketing representatives. Users can now define and record a list of agency touchpoints. See the documentation for more information.
  • In a future release, users will be able to run reports against the inputted agency touchpoint data.

360Value | Documentation

  • A new property valuation vendor, 360Value, is now available.