Posts Tagged ‘Updates’
System Updates
AgencyIQ has issued some updates that we think will help agents access information faster.
Updates:
-The Home Tab is now the Dashboard
-Tabs will turn red as an alert of activity
-Condense the contact tab to view only the sections that you want to view
-Ability to send email directly from your contact screen
New Tool! The Agency File Cabinet
-Agency File Cabinet in the Agency Set Up tab allows for one input of the documents you use most often. They will be available in the email for all prospects.
-Now attach local files or agency files to your emails.
-Select which producers you want to have access to each document
-Ability to tag your agency based attachments for content
We will have more updates and new tools available soon!
-The AgencyIQ Team
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