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New Features & Updates

2021 – Q3 Updates – OSHA & Carrier Report, AgencyDash

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...

On Boarding

Reports

The reports section has seen several iterations and will likely see more in the future. Each report has a purpose...

Case Studies & Usage Examples

Tools of the (remote) Trade

Thanks to current technology (last 15 years), practically all operations conducted in a typical insurance office can be done remotely, and for a very reasonable price point...

NAICS Code Lookup

Power Boiler and Heat Exchanger Manufacturing

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Phraseology

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Cross Reference

Market Report

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Accounts

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Top Carriers reset

New/Retained Business reset

Accounts Won reset

Accounts Lostreset

Rate History reset

Premium Dist. reset

Premium History reset

Mod Dist. reset

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Class Codes - Just The Start

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