3 months ago
Release Highlights
Enhancements to Agency Production Filters
Available in Harmony and Understanding for customers with Agency Production
We’ve rolled out several usability enhancements to the Agency Production experience in both Harmony and Understanding, based on customer feedback—especially around writing carrier workflows and premium segmentation.
"Writing Carrier" Renamed to "MGA Writing"
To improve labeling, the "Writing Carrier" filter has been renamed to MGA Writing:
We’ve rolled out several usability enhancements to the Agency Production experience in both Harmony and Understanding, based on customer feedback—especially around writing carrier workflows and premium segmentation.
"Writing Carrier" Renamed to "MGA Writing"
To improve labeling, the "Writing Carrier" filter has been renamed to MGA Writing:
- When MGA Writing is selected, the Wholesaler filter is automatically enabled.
- Wholesaler cannot be deselected independently when MGA Writing is active—it must be turned off by deselecting MGA Writing.
This update ensures that premium labeled as “Unknown Writing Carrier” is now accurately attributed to wholesaler activity.
Core / Non-Core Filtering Behavior
We’ve improved the behavior of Core and Non-Core filtering to make segmentation more intuitive:
Core / Non-Core Filtering Behavior
We’ve improved the behavior of Core and Non-Core filtering to make segmentation more intuitive:
- In the quick filter bar, selecting Core or Non-Core now shows only that breakout.
- If neither option is selected, the details table will show both Core and Non-Core rows.
- To switch between Core and Non-Core views within a combined display, use the filter buttons directly in the details table.
Carrier vs. Wholesaler Toggle Fix
We’ve applied the same level of precision to Carrier and Wholesaler filtering:
We’ve applied the same level of precision to Carrier and Wholesaler filtering:
- These are now mutually exclusive—selecting one will deselect the other.
- This ensures your filtered results reflect exactly one distribution channel at a time.
Commercial / Personal Behavior Unchanged
The Commercial and Personal filters remain multi-selectable. These serve as handy shortcuts for these two commonly selected Broad LOBs with the additional Broad LOBs available in the filter in the upper right of the page.
These updates are now live for all customers using Agency Production in Harmony and Understanding. Jump in and explore the improved workflows.
The Commercial and Personal filters remain multi-selectable. These serve as handy shortcuts for these two commonly selected Broad LOBs with the additional Broad LOBs available in the filter in the upper right of the page.
These updates are now live for all customers using Agency Production in Harmony and Understanding. Jump in and explore the improved workflows.
