Bulk Onboarding Revamp and Year-End Improvements
Major improvements to bulk producer onboarding process and various quality-of-life enhancements.
Bulk Onboarding Revamp
We've done quite a bit of work to make the Bulk Onboarding process a lot simpler. Now when you bulk onboard producers:
- The document you upload is simpler
- You can keep track of the status of previous onboards
- You can configure payment details and auto-renew settings for each producer
- After producers have been added, you now manage their assignments on Manage Producers -- and now you can edit those assignments for multipel producers at at time.
Other Fixes
We have just a few more quality-of-life improvments as we wrap up the year.
- Now, users can manually apply for a license anytime it appears in Upcoming Renewals (even if it's set to auto-renew)
- Territories got a fresh coat of paint, and is now much easier to update
- We've cleaned up some bugs around search and filtering throughout the app