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'.
- Obtain the new business application PDF.
- 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'.
- Obtain the new business application PDF.
- 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
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