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Active auto policies now move to Expired on their own once the term's expiration date passes — no manual step, and no policies lingering as Active after a term lapses. A new admin System Activity page (under Admin) lists these automated actions with a date-range filter.

The admin Automation page now lists each scheduled-job run — when it ran, its status, result, and how long it took — so an administrator can confirm a job ran even on a day it changed nothing, without digging through server logs.

Sales targets now follow a two-step lifecycle — deactivate first, then permanently delete (with the right permission) — for both branch targets and per-user targets. Deactivated user targets now stay visible with an Inactive badge so you can reactivate or remove them instead of having them vanish.

When importing historical policies, users with import access can now pick a CSR who is no longer active in the branch. And any policy already assigned to a departed CSR keeps showing that person in the picker instead of collapsing to "None".

The dashboard date selector previously offered Month, Quarter, and Year, but the widgets only ever used the month — so Quarter and Year showed current-month numbers under a misleading label. It's now a simple month picker that matches what the numbers actually reflect. Weekly Production also notes that it always shows the current week.

Team dashboard widgets counted only active members who held that month's Total Sales target, so sales from reps who have since left — or active CSRs without a goal — went missing. Team Production and every team metric card now include their premium, so team totals reconcile with what was actually written.

Changing a field such as the CSR on an active renewal could fail with a spurious "immutable field" or "expected exactly 1 NBS transaction" error and roll back the save. Renewals — whether imported or created in the wizard — can now be edited and saved like any other policy.

Handing over a departing user's book used to reassign their active policies to the recipient, which silently moved historical production credit to someone who didn't make the sale. Handover no longer touches policies, so each rep keeps credit for what they sold, and a departing CSR can be deactivated without clearing their policies first.

Renewing a policy with the same carrier used to leave both the old and new terms showing as Active. The superseded term now moves to Expired (shown in orange) once the renewal's effective date has passed, so it stands out for follow-up. A renewal bound ahead of time stays active until its expiration.

On the Admin → Sales → Policies list, your month, filters, search, sorting, and page are now kept in the URL — so opening a policy and pressing Back restores exactly where you were, and the view can be bookmarked or shared.

The Admin → Sales → Policies view and its Excel export now show each policy's MVR fees as separate MVR (Agency) and MVR (Carrier) columns. They're excluded from premium totals, so the report's totals stay unchanged.

A premium adjustment now requires a short description explaining why it was applied, so the reconciliation line is no longer a bare amount. The note appears on the review and declarations summary next to the amount, and a help tip explains the "Match declared premium" button.

The Documents link in the sidebar now shows a red badge with how many required documents are still pending for you, so you can spot outstanding paperwork without opening the page. The count updates automatically as documents are uploaded or policies change.

When a declarations page shows a total that doesn't match the coverages and carrier fees, you can now turn on Premium Adjustment in the wizard's Fees step to add a signed line that reconciles the difference. A "Match declared premium" button fills it in for you. Works when creating, editing, endorsing, and renewing auto policies.

A new Documents page under CRM lists auto policies still missing required documents, so you can see what's outstanding without opening each one. Missing items show as chips and can be filtered by user and by month (issue or effective date). Agents and CSRs see their own; managers and admins can view the whole team.

Users whose only branch profile is inactive — for example after they leave — now appear in Admin → Users when you filter by that branch, and the Handover action is available. You can reassign their policies and records without reactivating the account first.

Uploading an Old American Indemnity Company declarations page in the policy wizard now pre-fills the policy, vehicles, drivers, coverages, and fees — including Florida PIP and uninsured-motorist details — instead of leaving the form blank. The carrier is now also available to select.

The Admin → Sales → Policies list now has a search box, a Filters popover with Transaction Type, Carrier, and Product facets, and click-to-sort on every column — matching the other tables. Your search and filters are reflected in the Excel export too.

The policy Agent list now shows only branch members marked as licensed producers (220), and each branch can set a default producer that's pre-selected in the wizard. Existing policies keep their current agent. Mark producers and set the default when assigning users to a branch.

When a customer is contact-restricted, or a specific phone or email is marked invalid, that value is now hidden everywhere it appears so no one contacts them by mistake. A warning is shown, and restricting a customer now asks for confirmation first.

The Personal Injury Protection (PIP) limit now offers the standard quick-pick values — 10,000, 25,000, 30,000, 50,000, 100,000, and 250,000 — instead of a single option. You can still type any custom amount.