MyInsuranceDashboard Release Notes: February 2014

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Agent Side - Clients Tab

The Agent Side - Clients Tab has been reorganized to allow for better on-screen performance for long lists, and the ability to search for customers by name.

Client Search

The new client search allows you to filter the on-screen list by customer name.

MID.ClientSearch.png

The client search is advanced where partial phrases will be included in the results. In example below, the word "HARD" was searched and it returned four results where hard was in any part of the phrase.

MID.ClientSearch.Name.png

Publishing Multiple Documents

NOTE:This is only available if you are on a Newton Release of 6480 or later.

A single email is now sent to the customer with individual descriptions when multiple documents are published.

MultipleDocumentsEmail.png