Activity Timeline

Agency admins can now track every action taken across their agency in one place.

As your agency grows, it becomes harder to keep track of who did what and when. With our new Activity Timeline, you get a clear, chronological log of all actions taken within your agency portal.

To access it, choose the Timeline option under the Setup Menu.

You'll see a feed of all activities like license applications, producer onboarding and off-boarding, profile updates, and much more with who performed them and when.

Use the built-in filters to narrow down by action type, user role, or date range to find exactly what you're looking for.