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