Suggestion

Also would be beneficial if we could add custom text columns that could import as a note/attachment

It would helpful as an Admin to create Dashboard view based on Security User Group as shared instead of each user having to create their own. Should be able to push Agency Views besides user create personal views.

Instead of using a link to a video within the body of an email, I would like to be able to stick the video in the email. I realize that I could create an image and attach the link that way, but it's clunky. Thanks. Kev

It would be helpful to have the option to use both Premium as well as commission received on the report for agent statements.

When running a report and downloading it into excel can we have the columns read exactly what they really are. Example: Addresses if it's a home address have the column read home address or mailing address. County not Countyname. Phone number have...

We pay out commissions to our Agents when they write an application. We want the rate table to show what we initially paid them. If we could check the box not to pay initial/9month/1year commissions that would be very helpful!

it would be nice to have additional phone fields...or a blank one that we can add a label to to identify type of number it is. a lot of vendors/members have multiple phone numbers

Some agencies have specialized agents who sell one product better. So an individual record might have 2 or 3 agents listed. At the policy level only one agent is listed. We need all agents to see all policies so when they contact client they know ...

We have the ability to link individuals to groups however, we are lackingthe ability to link groups to other group and list them as part of an association.