BrokerageBuilder users, get ready for a variety of enhancements now available, including your top-requested items, all offering big efficiency gains. “From improved workflows for everything from accounts to activities to plans, there is something for everyone in this release,” said Kelly Wiza, product director of Management Systems. “I’m so excited for our users to begin taking advantage of all the new enhancements they’ve been requesting.”

Many “small” updates make big impact
With the newly updated features, you can now:

• Set up, sort and filter activities with added flexibility from completely redesigned activity grids. PLUS, view user-generated activities on a different tab from system-generated activities! Both greatly simplify locating the information that you need.
• Attach account and carrier files to plans for quick reference from new Plan Attachments tab.
• View and email primary contacts on the account home page.
• Juggle multiple tasks in the system quickly and easily. For example, Quick Tasks now open in their own window, allowing you to add an activity without leaving the RFP you are working on.

All of these enhancements, plus more, are featured in the release notes, found in the product’s Help section. If you have questions or need assistance, please email the Partner Service Center at [email protected] or call 866-499-9283.

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