Searching multiple states is now supported. Added more sorting options for the list view and tweaked TalkPoint. … Read More
New Features & Updates
2022 – Q1 Updates – CRM Base Integrations, TalkPoint, Numerous Tweaks
CRM Integrations are available for beta testing. TalkPoint, Carrier Comparison and numerous improvements await. … Read More
2021 – Q3 Updates – OSHA & Carrier Report, AgencyDash, url/profile Link Editing, Enhanced Class Descriptions
The OSHA Report got a face lift to make it WAY easier to read. Carrier Report is revamped and optimized for each state’s data availability. Users can now edit or add websites or contact profile links. Benefits interface now has list view icons. Even the Class Lookup pages got an enhancement. Check it out. … Read More
2021 – Q2 Updates – Integrations, Feature Enhancements & Loss Release Form Revamp
Calendar Integration Connect your calendar to sync scheduled events. Highly flexible, two-way updating, available for Outlook or Google. Check out the guide for the details and how to install. Enhancements & Updates Scheduled events can now be edited or deleted. Pipeline flags … Read More
2021 – Q1 Updates – New States, Data & Bug Fixes
WC Updates New States: VT, ME & NH PA bug fix relating to partial export of mod history Added agency info to database (available in Business Details & Policy Info) – This data comes from FL & VT – so … Read More
2021 – Q1 Updates – Mobile App, CRM Enhancements, Integrations & New Tools
Welcome to 202WON! The new year brings a new mobile app, a new suite of tools, CRM enhancements & the start of our integrations roll-out. Check out all the details here. … Read More
CA Data Available
Yup, finally made it to the golden state. We released it a bit early because of the expressed interest, so please bear with us while we back-fill some demographics like # of EE’s and Sales, and contact data. Also note this is not a comprehensive database, like our other states, due to regulation. But with over 85,000 Xdated prospects, there’s plenty to keep you busy! … Read More
2020 – Q1 Updates (part 2) – New Data & Reports
OSHA & DOT data now available. We also cleaned up Company Relationship matching (additional locations, multi-state, etc) and overhauled the Class & Carrier Reports. Check it out! … Read More
2020 – Q1 Updates (part 1) – Search & CRM Enhancements
List Assignment for the business developers, Premium Increase filter and date stamped contact info for the Producers. Just a few new features available for 2020. … Read More
2019 – Q1 Updates (part 2) – Historical LCM Filings & Carrier Name Standardization
We recently revamped the LCM database to provide a historical look at your prospect’s LCM history. We also standardized all the carrier names across states and terms..sounds simple, but there are an average of 8 spelling variations per carrier..so you’re welcome. … Read More