The fact that it’s easy to navigate through all parts of this program makes life easier as an insurance agent or broker! Also like how they have added new features such has adding memberships/licenses into one system which I appreciate due their great customer service team who are always quick with there answers!! Not much atm but maybe more options can be made in order so clients do not get confused between different types etc..
Would love if we could access our entire portfolio from anywhere via web browser rather than having them come out office just because its faster & less hassle.