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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.

Completing a CRM task now opens a modal to record what happened. The note is saved on the task's customer or deal with a link back to the task, and you can jump to your next task or create a follow-up task without leaving the screen.

In the wizard's Fees step, the seeded MVR agency fee can no longer be removed — you set its amount (including $0 for a waived MVR). Other carrier and agency fees can still be deleted, and switching the row away from MVR restores its delete button.

Importing an AssuranceAmerica declaration page now picks up drivers listed as excluded or not-rated instead of dropping them. This prevents an excluded driver from going missing or being re-added by hand as if they were covered.

Deleting a fee row in the policy wizard's Fees step could crash in some cases. Removing fees now works reliably.

Admin → Policies has a new user filter so you can scope the list — and the Excel export — to a single seller, matching policies where they're the agent or CSR. Building a per-agent sales report no longer means exporting everyone and trimming by hand.

You can now enter a fee of $0 — for example a waived MVR fee you still want shown on the policy. Previously a zero amount was treated as an incomplete row: it blocked Next, was hidden on Review, and could be dropped on save.

The New Policy wizard now has a Cancel button that returns you to the deal, matching the Edit, Endorse, and Renew flows. Previously the only way out was to finish binding or back out through the bind dialog.

Opening a document now shows a clear Back button to return to the file list, replacing the easy-to-miss Files breadcrumb.

Importing a GEICO dec page now leaves the PIP limit blank (GEICO carries no numeric PIP limit) instead of filling an incorrect value, and recognizes financed vehicles — marking the vehicle as financed and filling in the lienholder. Applies to the new, endorse, and renew flows.

Authorized users (Administrator, Manager) can now add a policy to a deal that's already closed — useful when a deal closed before the policy was recorded. The Add Policy button is no longer hidden on closed deals for these roles.

Uploading a declaration page for The General now pre-fills the policy wizard — policy details, vehicles, drivers, and coverages — like the other carriers. Previously The General had to be entered entirely by hand.

The policy wizard's progress circles are now clickable — jump to any completed step (you still can't skip ahead past missing data). Each section on the Review page also has an Edit link that takes you straight to that step.

GEICO declaration pages that continue onto a second page, and coverages the insured rejected (such as Bodily Injury or Uninsured Motorist), are now captured on import instead of being skipped.

The auto wizard now reads the vehicle's garaging city and state from more declaration-page layouts — including National General and lines without a comma between city and state — so the required Garaging City field is no longer left blank.

From Admin → Policies you can now record the exact return premium on a cancellation, via an Override premium action on cancellation rows. This keeps the sales report's cancellation totals and NET accurate instead of assuming the full policy premium is refunded.

When you confirm 'this is not a duplicate' while creating a lead or company, that decision is now saved as an activity on the new record — showing who confirmed it, what matched (phone, email, or name), and a link to the existing record.

In the auto policy wizard's Vehicles step, Body Type is now optional — it no longer shows a required asterisk or blocks you from advancing when left empty, matching how the field was always stored.

The Back / Next / Bind (and Cancel / Save) buttons now also appear at the bottom of each policy wizard step, so you no longer have to scroll back to the top to move between steps. Applies to the New Business, Edit, Endorse, and Renew flows.

Admin → Sales → Policies has a new Export to Excel button that produces a styled spreadsheet of the currently-filtered policy transactions, mirroring the monthly production report (premiums summed, cancellations subtracted, with a NET total).

The Mark Won and Mark Lost dialogs now let you set a close date in the past, so a deal's actual close date can match when it really closed — weeks or months earlier. Previously only the last couple of business days could be selected.