We’re constantly working to improve your experience in Highwing! Here’s a summary of what’s changed:
New
Multiple submission templates can be created for a single placement. Templates can be duplicated, named and deleted.
'My Clients' is a new page accessible from the top navigation bar. This contains all clients you are assigned as a servicing team member in the AMS.
Completed placements will be combined into a new section on the client details page. Placements will remain on the placement list until they are marked as complete.
Marketing timelines are visible and editable from the My Placements page. If any milestones are overdue for a placement, a stopwatch icon will be present.
Improvements
Travelers tagged leads group all interested underwriters into one market. The appropriate underwriters will receive the submission and brokers no longer need to send multiple submissions for different lines of business or multiple tagged leads.
All documents sent and received in the conversation, after a submission is sent, will be included in the conversation export email alongside the conversation transcript PDF.
The add market screen can be filtered by carrier and the workflow to add underwriter contacts is more easily accessible.
The conversation design was updated so that it is much easier to distinguish between messages. Long messages are collapsed so that signatures do not clutter the view
Bug Fixes
Conversations for declined markets will drop to the bottom of the conversation list.
My Placements only shows renewals in the next 120 days
Broker signatures will automatically be added to emails, no need to check the box in Settings
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