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risk-management-system-techinsurance-underwriting-redesign

Our Underwriter Workbench—Redesigning For Efficiency and Power

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…

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insurance-crm-software-navigate-companies

A New Way To Navigate To Companies In Connections

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…

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insurance-crm-software-addresses

Billing, Shipping, And Mailing Address Improvements

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,…

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new_crm_tool_customer_relationship_management_insurers

The Beginning of a New CRM

Connections will be integrating fresh, modern looks and functionality in 2017. We’re beginning this process right at the start — our homepage.

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CHSI Connections Software

A New Homepage for Connections

Connections will be integrating fresh, modern looks and functionality in 2017. We’re beginning this process right at the start — our homepage.

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