a person at a computer reading about the latest agency advantage product updates

  • Admins are now able to view and restore deleted images and documents: https://youtu.be/n1zYIQdpKNk
  • Added a Referred By dropdown field that allows users to select a customer referral from a list of all existing customers: https://youtu.be/gxFdmgrXEzo
  • The policy expiration date field is now automatically filled based on the policy effective date and term: https://youtu.be/gWJvESf35yw
  • Updated the styling of the Agency Advantage dashboard form.
  • Updated the name search so that search text can now match on any part of the customer name.
  • When a policy screen opens, the focus/cursor will now default to the close button rather than on the CSR field. We also made the company name field wider.
  • Updated Home ribbon to include links to Help Videos and Live Chat
  • Now when you click on the training videos on AA login screen, you are brought directly to the AA playlist on our YouTube channel.
  • Added the policy type, effective date, and exipiration date to the policy dropdowns on text and email forms.
  • Refreshed the Agency Advantage logo.
  • Added setting under the User Setup email tab that will automatically check the Request Read Receipt checkbox on all emails.
  • Agency Advantage now has the option for users to process credit card payments from the receipt screen using Simply Easier Payments: https://youtu.be/uRoUVixvNnM
  • Now able to receive quote information from Applied Rater: https://youtu.be/5FesnDX2hFE
  • The Email tab on the Insurance Company Set Up form has been renamed to Contacts and now includes fields for recording the names, phone numbers, and departments: https://youtu.be/4Sd9ZJ4IXAE
  • Attachments on the WeSignature window are now sorted by date.
  • Searching for an email will now show all email results.
  • The Reconciliation form has been updated to make the text larger and more easy to read.
  • Added a note to the Receipt Pay Type field to clarify that the Forward payment type should be used for e-pay and wire transfer payments made directly to the carrier.
  • The red open suspense notification on the Customer form now displays when there is an outstanding follow-up for emails, text messages, and attachments.
  • Increased the width of CSR, Date, and Policy Number fields across all tabs on the Customer form.
  • Increased Notes Follow-Up Date field width to accommodate larger date text.
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