In this release, we have added global opt-in capabilities for Agents to opt customers in to paperless communications. When editing an account, Agents will have the option to enable paperless communications and save any changes for customers.

In this release, we have added Multi Product Opportunity (MPO) capabilities for users to have opportunities with more than one product.  We have also updated verbiage for send Insurance cards and added the ability to send Insurance cards for a future time period.

In this release, for pilot users only, we have added Multi Product Opportunity (MPO) capabilities for users to have opportunities with more than one product. We have also updated verbiage for send Insurance cards and added the ability to send Insurance cards for a future time period.

In this release, we redesigned the Help & Feedback on the More tab. We also added claim participants, along with an indicator for participants with an attorney when viewing claims.

• Updated Create Opportunity Flow: Personal information is now captured at the beginning of the Create Opportunity process, aligning with the opportunity creation workflow in ECRM for a more consistent user experience. • Enhanced SF Connect Messaging: Messages with multiple matches can now be assigned, enabling successful sending of these messages and improving communication efficiency.

In this release, we updated how premium is being shown for NV policies. We also addressed some production issues identified in the app.

• New Feature: Agents can now access ASPIRe reports, providing essential production information including: Office Daily Progress Snapshot, Scorecard, SMVC, and AA97 Quality • Accessibility Improvements: We’ve enhanced the app’s accessibility features to ensure a better experience for all users.

• New Feature: Agents can now access ASPIRe reports, providing essential production information including: Office Daily Progress Snapshot, Scorecard, SMVC, and AA97 Quality • Accessibility Improvements: We’ve enhanced the app’s accessibility features to ensure a better experience for all users.

In this app store release, we fixed several production defects and made the app more accessible.

In this app store release, we are excited to introduce the new Agent Events feature! Additionally, we have improved the auto premium information for better consistency with ECRM and resolved various production issues.

In this App Store release, we made an update to auto quoting in Modernized states.

In this app store release, we updated and expanded the ability for users to provide feedback about reports and articles, fixed minor production defects, and are testing a new feature with a limited number of users.

In this app store release, we temporarily disabled link outs within MMO.

In this release, we are addressing a support issue with linking out to ABM and quoting.

In this release, we are debuting the new version of MMO which includes SFConnect hide capability and enhanced household/relationship information on the Account Overview.