November Updates

Filter by Team Member on My API Leads page (account owner only)
- We have added a filter to the My API Leads call view page which allows the account owner to filter by team member to see what staff has on their My API Leads call view. 
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Task Management
- Task management is the ability to create reminders for future tasks. Whether it be a task reminder to complete or update quotes, send ID cards, or check in prior to a renewal, MVP’s new task management feature will not let you miss a beat!
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X-Date Workflows for 1st Party Renewal
- Notifying customers before their policy renewal date is important and automating this task will save agents & staff a lot of time.
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