Release 4.1 (Major Release)

This release is scheduled to be deployed to AMP in January, 2019. Screenshots found below are still in development and are subject to change.

Misc. Changes

• Font sizes have been adjusted for small and medium-size screens. 
• Grids for all screen sizes have been expanded to cover more information.

System

• Point accumulation rates have been updated per Allstate standard for 01/01/2019.

Navigation

• The quick-action menu button 'Add New Policy' has been changed to 'Upload New Business'.
• The quick-action menu button 'Add Endorsements' has been changed to 'Upload Endorsement'.

Registration

• An issue wherein welcome packet letters were not sent or were delayed in sending when registering for AMP has been resolved.

Production Log

• The total item and premium sum has been moved from the grid footer to the header of the page for faster analysis when sorting and filtering the grid.
• It is now possible to select multiple rows to perform bulk actions. Bulk actions are only enabled for administrators. The following bulk options are now available:
  • Issue and lock selected items
  • Delete selected items
• The search by date pop-up window has been replaced with a standard drop-down field directly on the page.
  • Custom Date is now available as a selection in the drop-down field, instead of a separate link.
• Previous search and filter options are now saved and will automatically populate when you leave and re-enter the page. 
• The page for creating and editing production log items has been updated to be more user-friendly:

Before

After

• The 'edit' and 'delete' options have been removed from the grid. You will have to open the production item in order to edit and delete. 
• A new section, 'Quote Details' has been added to each production log item. Clicking this link takes you to the original quote that generated the new business (if converted from a quote).

• You may now upload new business applications (PDF) to AMP and automatically convert the PDF to new business in the production log:
  • Obtain the new business application PDF.
    • There are restrictions on certain policy types and PDF type limitations. Read More
  • Click 'Upload New Business' from the left-hand navigation or go to the Production Log and click 'Import Production'.
  • Drag and drop the PDF within the Drop PDF box, or, select the file for processing.
    • After selecting a file, the file will process automatically.
  • Select the Lead Source and click 'Save & Close'.
• Customer email addresses may now be collected.
  • Email Address is an optional field.

Activity Log

• The total activities sum has been moved from the grid footer to the header of the page for faster analysis when sorting and filtering the grid.
• The search by date pop-up window has been replaced with a standard drop-down field directly on the page.
  • Custom Date is now available as a selection in the drop-down field, instead of a separate link.
• The page for creating and editing activity log items has been updated to be more user-friendly:

Before

After

• For quotes that have already been created, the process for converting the quoted items to new policies has been improved:
  • Items that have already been converted now automatically become disabled.
  • Clicking 'Convert to Production' now automatically takes you to the last step of conversion, eliminating several clicks to get to this same screen.

• It is now possible to delete activity items.
  • Note: For quotes that have one or more converted activity items (quoted items), this feature is disabled.
• You may now use new business applications (PDF) when converting a quote to new business (Quote > Production Log).
  • Obtain the new business application PDF.
    • There are restrictions on certain policy types and PDF type limitations. Read More
  • Click 'Upload New Business' from the left-hand navigation or go to the Production Log and click 'Import Production'.
  • Drag and drop the PDF within the Drop PDF box, or, select the file for processing.
    • After selecting a file, the file will process automatically.
  • Select the Lead Source and click 'Save & Close'.
• The quote conversion window has been updated.

Before

After

Endorsement Log

• It is now possible to select multiple rows to perform bulk actions. Bulk actions are only enabled for administrators. The following bulk options are now available:
  • Verify selected items
  • Delete selected items
• It is now possible to search endorsements by endorsement date. The log will still default to 'All Records'.
• The page for creating and editing endorsement log items has been updated to be more user-friendly:

Before

After

ALR & AB Log

• It is now possible to select multiple rows to perform bulk actions. Bulk actions are only enabled for administrators. The following bulk options are now available:
  • Keep and lock selected items
  • Delete selected items
• It is now possible to search ALR & AB records by appointment date. The log will still default to 'All Records'.
• The page for creating and editing ALR & AB log items has been updated to be more user-friendly:

Before

After

• It is now possible to automatically notify the agent that has been assigned the lead.
• Date Issued, IPS and PC fields are now locked and cannot be edited unless the overall Appointment Status has been set to a KEPT status (KEPT-SOLD, KEPT-PENDING, KEPT-NI).

My Goals

• Instances of 'analze' were updated to 'analyze'.
• Spacing was adjusted.

Timesheets

• The total hour/minute sum has been moved from the grid footer to the header of the page for faster analysis when sorting and filtering the grid.
• It is now possible to search timesheets by timesheet date. The log will still default to 'Year to Date'.
• The page for creating and editing timesheets has been updated to be more user-friendly:

Before

After

Reports

The following reports have been adjusted:

• All Logs Summary
• Agent Activity Summary
• Quote Conversion Summary
• Production by Status
• Production by ZIP Code
• Production by Policy Type
• Production by Premium Growth (Agent)

The following reports have been added:

• Timesheet Totals
• Appointments by Status