Release Notes 25.1 (1/24/2023)

Our 25.1 release on January 24th, 2023 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 Tags to new Contact Record

• Add MGA to policies
  • This will not allow you to add in fees, taxes, etc, just track MGA policies
• Remove the extra text on downloaded policies, specifically auto
  • We had random additional names after our Personal Auto polices such as “Private Passenger, Truck, Cargo, Van, etc etc” and we removed all of that for consistency sake

AMS

• ACORD Forms
  • Now Filling Vehicle Data in Auto ID ACORD Forms 50
  • Updated session expiring experience with modal & clear language
  • New:
    • ACORD 172 (State-specific, not a single-purpose form)
    • ACORD 822 (Work/Student Address Supplement)
    • ACORD 851 (TX, MD, Personal Assets Supplement)
    • ACORD 852 (TX, MD Personal Lines Supplement)
    • ACORD 860 (FL, CA Auto Lines Supplement)
    • ACORD 861 (CA Residential Bill of Rights)
  • Prepared ACORD 27 & 35 for more advanced mapping in the future