This month, we’ve focused on reducing friction in the ‘Review Screen’, giving your campaigns a more personal touch, and making AutoPilot™ smarter about what it syncs.
Review Screen
✦ Missing names auto-filled from email
If a quote is missing a first or last name and we can identify it from the email address, we’ll pre-fill it automatically. Fewer quotes in the missing information bucket, means less manual cleanup.
✦ Manager & Partner syncing automatically
AutoPilot™ now syncs the assigned manager and partner across all quotes and policies. You can also request an instant update in the Mangers tab. Access it through Admin >Managers, click on “Sync”.
✦ Group filter
Filter clients by Business, Individual, or SMSF. Combine with the ‘entity type’ filter and you can now multi-select for further precision.
Example: Filter “Business” group and choose entity type “Private Company” and “Trust”.
Campaigns
✦ Send campaigns from your team’s address
Personalised signature campaigns can now be sent from a team member’s email on the same domain as your practice.
AutoPilot™
✦ Smarter AutoSync rules
Individuals with a date of death in XPM are now excluded from sync automatically. Partner and Manager columns have also been added to the AutoSync report, making it easier to review.
