- New integration for Independent agents with Hawksoft
- In addition to being able to choose the "Reply To" email for workflows, you can now choose which staff member's account you would like appear as the "From" email address for outgoing workflow emails. Learn More.
- Updated Text Templates
- Mark a household as DNC if they have requested not to be contacted anymore. Agents, pull a
DNC Report of all households that have be marked as DNC.
-New Custom Filter: Filter by Your Policy Renewal