We’ve released a new Business Home page to provide a more intuitive and user-friendly experience. We've kept it simple to start, focusing on COI generation and policy info but this is only the beginning, more improvements are coming!

This new page simplifies the management of insurance policies and COIs, making it easier than ever to access and utilize all insurance-related features in one place.

We’ve made several enhancements to help first-time users get started quickly. New agents will now find it easier to create their first quote and set up client accounts, thanks to guided prompts and an improved onboarding process.