궬궨궭궮궯 Dashboard Highlights The new dashboard surfaces your most important information immediately: • Premium & Policy Status • Quick visibility into lapsed policies and upcoming issues • Commission Snapshot • See totals without navigating away • Recent Enrollments • Quickly pick up where you left off • Download Documents • Faster access to forms and client documents 踰踱踲踳 Bottom line: Less clicking, more doing.
Easy Upload Improvements • Drag-and-drop file uploads • Cleaner, more guided input fields • Upload history visibility 踰踱踲踳 This replaces the more manual, form-heavy upload process in the previous version.
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