Exciting New Features:
- Users can now schedule reports to automatically be sent to themselves by email daily, weekly, monthly, quarterly, or annually. Watch video.
- Added a marketing campaign for inactive clients so they get automated emails & text to attempt to win back former policy holders. Watch video.
- Enabled Policies updates sent to Zapier for external integration.
All Other Feature
- Updated the Acord 90 VA and the 90 MA.