MyInsuranceDashboard Release Notes: February 2014

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.

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.

Publishing Multiple Documents

Updated functionality when you publish multiple documents that a single email is sent to the customer with individual descriptions.