Release Notes 25.3 (2/22/2023)

Our 25.3 release on February 22nd, 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.

Beta Contact Improvements
- Added in Custom Fields to the side rail
  - Users can now create a custom field from an individual contact record and choose to apply that to all contacts or just keep it on the current record
- Downloaded Policy View for IVANs downloaded policies
- Acords Tab added
- Removed the Progressive “P” from Policy Card
MGA
- Ability to import the MGA field
Carrier Commissions (AKA Commission Calculator)
- We combined the Carriers, Policy Types, and Commissions Calculator tabs from Edit Agency in to one, easy to use tab
- All Commissions that were filled out previously will move over automatically, same with Carriers and Policy Types
- We added a default percentage to start with instead of making everything 0 so Onboarding can walk through the Sales Pipeline and then go right to the Dashboard to see how the policy affected both Premium AND Revenue

ACORD Forms: Now Filling Coverages, Assets, Other LOB-specific items in these ACORD Forms:
- ACORD 24 Certificate of Property
- ACORD 27 Evidence of Property Insurance
AL3 Importer now accepts claims & eDocs
- Was necessary to certify with more carriers through IVANS! Cool!