Carrier Website Integration: Double-click any Carrier field to open a special browser that takes you directly to that carrier's website with all your client and policy information ready to drag into their forms.
This release brings several important improvements designed to streamline your daily workflow and make carrier interactions more efficient.
Visual Interface Updates
Policy Screen Field Changes
You'll notice that commission-related fields (Carrier, Broker, Policy Name) now have blue borders instead of green backgrounds. This change serves an important purpose: it allows the Carrier field to have a yellow background, indicating its new interactive functionality.
The yellow Carrier field is your gateway to instant carrier website access. Double-clicking opens a specialized browser that:
- Takes you directly to the carrier's website
- Displays client and policy information at the bottom
- Allows drag-and-drop of data into carrier forms
- Eliminates manual data entry when verifying coverage
Carrier List Enhancements
Access your Carrier List through Admin → Carrier List to take advantage of these powerful features:
Automatic Carrier Lookup
- 665 carriers available in our comprehensive database
- Automatic NAIC code lookup for accurate ACORD form completion
- One-click carrier addition with complete information
Ensure your Carrier List includes carrier names, web addresses, and NAIC codes for all companies you have appointments with. This enables automatic ACORD form completion and instant website access.
Document Manager Improvements
Refreshed Interface
The Document Manager features a modern, consistent design that aligns with the rest of ABS Agency Builder.
Enhanced Document Search
A new Find button (magnifying glass icon) provides spreadsheet-like search functionality, making it easy to locate documents in accounts with extensive documentation.
Improved Network Diagnostics
Enhanced error messages provide clearer communication when network issues occur:
- Plain-language explanations instead of technical jargon
- Intelligent diagnosis of connection problems
- Detailed error logging for technical support
- Multi-user office support with specific network guidance
If you see a message indicating an error has been logged, please contact us. Error logs help us pinpoint issues with the program, network, or computer configuration.
Getting the Most from These Updates
Immediate Action Items
- Update your Carrier List with web addresses for direct access
- Add NAIC codes using the automatic lookup feature
- Test the carrier browser with your most-used carriers
- Familiarize yourself with the new Document Manager interface
Time-Saving Benefits
- Faster carrier website access eliminates bookmarks and searching
- Automated ACORD form completion reduces typing errors
- Improved document search saves time in large accounts
- Better error messages reduce troubleshooting time