This update is to be released on Oct. 11th, 2019.
Login
- AMP will now ask for you to reset your password after 60-day intervals. This is a data compliance requirement.
- AMP will now lock your access to AMP after a certain number of unsuccessful login attempts.
- A new form for updating passwords has been added.
- Forms for recovering passwords and resetting user information have been updated.
Design
- AMP has been redesigned to be more user-friendly and modern.
Dashboard
- The dashboard now displays related goal information depending on the user role.
- Administrators will see goal detail related to the entire agency.
- Producers will see goal detail related to their goals specifically.
- The dashboard now displays the total premium remaining in order to hit the agency/producer goal for the month.
- The following goals have been added to the dashboard:
- IPS
- PC
- The following modules have been added to the dashboard:
- Rolling Trends
- Sales by Month
- Sales by Year
- Top ZIP Sales
- Overall Goal Progress
Goals
- The goals page has been redesigned.
- It is now possible to refine searches by agency location as well as a certain time span.
- The following time spans have been added:
- Year to Month
Reports
- The following reports have been re-engineered:
- Close Ratio %
- It is now easier to see the overall reporting stage (area where the report loads).
Navigation
- The following options have been added to the navigation (top) panel:
- New (allows for quick selection of new sale, endorsement, life appointment and more)
- Announcements
- Help Desk
- Release Notes
- The following options have been added to the agent name drop-down:
- My Profile > Coming in Release 4.2.1
- My Tasks > Coming in Release 4.2.1
- Refer an Agent > Coming in Release 4.2.1
Grids/Log Settings
- Grids and Logs have been updated to better reflect saved filter and sorting settings.
Agent Management
- A pop-up window now appears when attempting to create an agent with a username that is already in use.
Reports
- The following reports have been adjusted:
- Quote Conversion Summary
- This report has been renamed to 'Close Ratio %'
- The report has been adjusted to calculate the total close ratio % as the policies sold over the policies quoted.
- Quote Conversion Summary
- The reporting engine has been updated with new controls.
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