In May, we made enhancements to our Quote+, CSG integrations, and Zapier integrations, added Spanish language SOAs, and added an option to include Servicing Agents on Agent Statements.
5/31/2024 - Quote+ Integration Enhancements
5/20/2024 - SOA, Agent Statement, and Integration Updates
Generate Spanish language SOAs
Include Servicing Agent on Agent Statements
Save CSG quotes to Sales Records
Create and update Sales Records with Zapier integration
5/31/2024 - Quote+ Integration Enhancements
Send Quote+ Employers and Employees to AMS+
Previously, the Quote+ integration was only capable of sending Group and Individual Records from AMS+ to Quote+.
With this update, you can now:
- Send Employer/Group Records from Quote+ to AMS+
- Update existing Group Records in AMS+ with information from Quote+
- Send Employee/Individual Records from Quote+ to AMS+
- Update existing Group Employees in AMS+ with information from Quote+
Learn more about our Quote+ integration.
Note: This integration does not include dependents.
5/20/2024 - SOA, Agent Statement, and Integration Updates
Generate Spanish language SOAs
With this update, you can now send a Spanish version of the Scope of Appointment (SOA) form to your Spanish-speaking prospects and clients. You can also select and assign Spanish email templates and success URLs for your Spanish SOAs in Settings > Sales > Email, Columns, Calendar & Other Optional Features > Electronic Scope of Appointments.
Please note, you should see a new Spanish SOA default template in your account.
When sending the SOA, you will have the option to select Spanish. The default will always be English.
If the agent is unsure of the SOA recipient’s language preference, the recipient will have the option to switch the form's language between English and Spanish.
Once signed, the downloadable PDF version attached to the record will be in Spanish.
Include Servicing Agent on Agent Statements
We added a new option to Agent Statements to include the Servicing Agent, making it easier to identify which agents need to be paid for each commission.
For Agent Statement Users, you will need to go into Commission > Settings > Agent Statement Settings > Agent Statement User and turn on the new ‘Include Servicing Agent Column’ setting. Once activated, the Servicing Agent column will be included in statements for all Agent Statement Users.
All other users will see a new ‘Include Servicing Agent’ checkbox on the Agent Statements page. When the box is checked, we will include the Servicing Agent name in the CSV report.
Save CSG quotes to Sales Records
This update lets you save PDF copies of CSG quotes to Sales Record as attachments, making it easier to identify which agents need to be paid for each commission.
Create and update Sales Records with Zapier integration
Our Zapier integration now supports Sales Records. You can create, update, find by phone, or get Sales Record details. You can also create Activities associated with Sales Records.