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.