- Account owner can Mass Re-Assign Households. Learn More
- Earthquake deductible added to Home Quotes
- Added Custom Filter: Date of Birth & Zipcode. Learn More
-Home Default Quote Values have dollar & percent value options
- If a staff member account is deactivated and they were selected as the "Reply To" for Workflow emails, the "Reply To" email will automatically change to the Agency Owner.
- Ability to select a custom time range for Geo & Marketing Reports
- Phone numbers on call view pages and details page are clickable for easier click to call capabilities. Learn More
- Ability to change the default Call Status as well as the Next Action. Learn More
- Set the same "Reply To" email for all email actions within an individual workflow
- Updated Header: View the number of households on each call view page when you hover over Leads, Prospects, and Customers. Learn More