by Jenna Kleiber | Oct 11, 2024 | blog, Features
Cool features If a user changes the policy type to be something different than how the policy downloaded, future downloads will respect the manual change. Watch Video We have replaced the + sign at the top right of the Commercial Proposals form with an x to close the...
by Jenna Kleiber | Sep 24, 2024 | blog, General
Your email list is one of your most valuable assets. Insurance agencies must consistently engage their clients to foster loyalty and drive business growth. Email marketing has proven to be a powerful digital marketing tool for achieving this. Below are some key...
by Jenna Kleiber | Sep 17, 2024 | blog, Features
Cool features Added a filter for rewritten policies on the Policy Detail and Client & Policy detail reports. https://youtu.be/o1ivJYo7wXQ The client screen will now support up to three producers. https://youtu.be/8GUMY4dmSoY We have added a Book of Business...
by Jenna Kleiber | Sep 5, 2024 | blog, General
It should be no surprise that agencies must go beyond traditional marketing methods to foster genuine connections with their audience. Insurance social media marketing is the key to achieving this, offering an unparalleled opportunity to engage, inform, and build...
by Jenna Kleiber | Aug 14, 2024 | blog, Features
Cool features We have added the agent signature on Acord 133 Workers Compensation Insurance Plan Assigned Risk Section and Acord 141 Crime Section https://youtu.be/zszZpP5fy3A You no longer have to memorize a report to email any report. https://youtu.be/wY0hOtdzS0A...
