The UI is clear and easy to navigate. I also like that an activity can be added to more than one policy, and that there’s a CC option on suspenses, which helps improve efficiency. Review collected by and hosted on G2.com.

I would like the Customer Information 'Contacts' allow more than 3 as some accounts have multiple LLC owned properties to list, or to list the 3rd party contacts, or to list a trust owned property's trustees, etc. I would like automatic removal of old Acord forms and perhaps have a sub-folder for archived Acord forms. I would like more prominent sticky note pop-ups, perhaps a horizontal banner across the top of the screen when the pop-up is closed. I would like Customer tabs in different colors with matching color dec page tabs. Also include an option to set any pop-up windows from a customer's account to open as tabs in the same color for eForms/endorsements/new policy/manual policy edit, etc. Allow for an activity saved to the wrong policy/term in a customer's account to be moved/copied/reselected (w note indicating such if need be). Add field for 'post mail only' in Customer contact info Review collected by and hosted on G2.com.