Hello All,

We’ve implemented several exciting updates to the ZoInsure platform over the weekend to enhance usability, streamline workflows, and increase automation capabilities.

Here’s a breakdown of what’s new:

🔁 Opportunity Module Enhancements

• Condensed Related List Sidebar: A cleaner layout with reorganized related lists for improved visibility.

• New Related Lists Added:

  • Drivers & Vehicles: Includes relevant fields for data capture.

  • License Image & MVR Upload: New upload areas for quick access.

  • Enhanced Field Mapping: We’re working on syncing this data during the conversion from Opportunity to Policy to ensure continuity.

  • Driver Section Improvements: More fields coming soon to match the Contact > Driver layout.

Test Opportunity: View Sample File (will only work if you are a part of the Hatteras Insurance ZoInsure platform)

📂 Helpful Sidebar Links

• Quick access to:

  • Value pullers

  • Client WorkDrive upload folders

📊 Sales Summary + AI Integration

• A new Sales Summary section is now visible.

• AI-powered analytics are being activated to start feeding dynamic insights based on client and opportunity data.

📧 Smart Activity Communication

• Within an Activity, you can now:

  • Use the right sidebar dropdown to email the related record (e.g., Policy, Account, Opportunity).

  • Access pre-made templates based on the record type.

  • Emails are automatically attached to the correct module.

🌐 Account Enrichment Tool

• When creating Commercial Accounts:

  • Enter the business website or social media links first.

  • Use the new “Enrich Data” button to auto-fill available details using mapped fields.