Release Notes
      Back to home
      1. Help Center
      2. Release Notes

      Release Notes 24.3

      Our 24.3 release on December 22nd, 2022 includes several new features and enhancements that will make your job easier. In this post, we'll highlight some of the most important changes so you can start using them right away.

      CRM

      • Add task to new Contact Record

        add_new_task

      • Edit task on new Contact Record

        edit_task

      • Send email on new Contact Record

        send_email

      • Reply to email on new Contact Record

        reply_to_email

      • Send/receive SMS on new Contact Record (coming soon!)

        send_text

      • Apply the new de-duplication logic to all areas a Contact can enter Better Agency

        dupe1dupe2dupe3

      AMS

      • More ACORD Forms

        62, 65, 66, 67

      • ACORD Fixes

        • Autofilling Fixes
          • Bug: Not auto-filling all carriers
          • More…
        • Design Fixes
          • Allow user to email/download before signing ACORD form
          • Locking ACORD forms that are “Finalized”

      Commissions

      • Mid-Week Release:

        • Support for Calculating Aggregator Commissions

          When an agency uses an aggregator, they can tell us which carriers they use through that aggregator.

          They will tell us what % the aggregator takes from those carriers.

          We will help them calculate their agency commission for those carriers.

          This will make paying their producers quicker and smoother.

        Aggregator Setup Page:

        Aggregator_Setup_Page

        Aggregator Calculation in Action

        aggregator_in_action

        aggregator_in_action_2

      Rater

      • Opens rater in same browser window (already live)