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Release 4.2

Tyler Dixon
  • Updated

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.

rel_4.2_db.PNG

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.
  • The reporting engine has been updated with new controls.

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