Search and Sort Everywhere

As agencies got bigger, the lists got longer, and scrolling stopped being a strategy. Search and sort now run through the screens you spend the most time in.

Search

You can search producers, agency licenses, and renewals by name or license number, from the screen you're already on rather than from a separate lookup.

Sorting

Columns sort where sorting means something — license number, state, fee, expiration, and status. Sorting holds while you filter, so you can narrow to a state and still see the soonest expirations first.

Filters

• Filter producers by assignment status to find people who aren't set up yet
• Filter licenses by LOA, so a compliance question about one line doesn't require reading every row
• Filter renewals by date range to work the next few weeks rather than everything ahead

Other improvements

• Pagination no longer resets your filters when you move between pages
• Producer overview counts match what the filtered list actually shows