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Design

risk-management-system-techinsurance-underwriting-redesign

When you go to our Underwriting page in Connections you'll notice a cosmetic difference—with some powerful features under the hood. We're redesigning the page to allow for future changes to be made seamlessly.   The first things you'll notice:   The tiles that house the Status(es) of a Quote are now rectangular, displaying the same information in a condensed, easier-to-read presentation.   The colors of the tiles are the Connections® brand...

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insurance-crm-software-navigate-companies

There is a faster and better way to switch companies on a page or to go to a specific company in Connections. We're rolling out two modern features in our latest CRM update: a header typehead and a Companies page for more advanced searches.   What's a typeahead?   You know what this is from Google or any other search engine. You begin typing and it suggests things that...

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insurance-crm-software-addresses

A theme in our Cobalt Redesign is to condense information so that we don’t repeat information on a page. So if we are displaying the same information twice—if two or more addresses are the same in our CRM, for example—Connections will condense this information when displaying it to you.   Condensing the view To illustrate, if the Billing and Mailing Address are the same and the Shipping Address...

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