2021 - Q1 Updates - Mobile App, CRM Enhancements, Integrations & New Tools
Published 01-10-2021 into New Features
We have an iPhone APP! Android will be out soon.
Groups & Searches have been consolidated to provide more
room for the Calendar
Scheduled Appointments & Follow Ups will only appear on
the calendar – skipping the scheduling will continue to add them to you Latest
Flags
Appts/Follow ups will no longer override the other Flags
(saved, quoting, etc). So, a business you are quoting will remain in your
Latest Flags while also having an active follow up or appt scheduled.
The ‘Next Year’ flag has been added back by request. This flag
‘closes’ the sales cycle (removes account from your Latest Flags) and otherwise
acts as a Follow Up, which can be scheduled to your calendar.
Recolored flags for better differentiation
Calendar integrations are now available with 5 platforms
supported. CRM integrations are in production.
Added a ‘Quick Find’ section to the Search menu - Is the
business you called an hour ago actually calling you back?! Do a (quick) phone
search to see! We’ve also added the FEIN for look up (because why not).
‘Google it’ link next to Contact Phone #’s
Contact editing – you can now edit or actually delete Xdate’s
contact info. (you're actually just hiding it from your view, we'd be insane to give you that kind of power)
AgencyDash has been added back by request. We plan to make
incremental improvements to this.
X-State isn’t new anymore but we never really mentioned it. This
report is available when a multi-state operation is identified, concise and
visual.
Updated Settings menu. You can now edit/update user
accounts.
Assign prospects by stage.
PipeBurst – in beta, Pb is a new suite of tools to assist in
the Submission process. Keep track and make use of opportunity specific info
like incumbent agency. Use the Loss Runs section to easily keep track of prior
coverage and quickly generate a Release letter, preloaded with Carrier
contacts. Use the Submissions section to coordinate with Marketing on open
tasks and quote statuses.
New Marketing license to complement PipeBurst. This provides
access to assigned accounts only and is free of charge.
New User Guide
Playing with AI
2020 Q4 update included:
Interface overhaul
Addition of industry cross references in modal
Multi-state operation visibility & report
Search enhancements
‘Google it’ link for business name
Google Maps link for address