What's New: March 2023

See what’s new at Highwing

We’re constantly working to improve your experience at Highwing! Here’s a summary of what’s changed:


New

  • Conversation sidebar is no longer pinned to the Placement Details page; users can click  'Open Conversation' in any market to view and engage with all conversations
  • Formatting toolbar is available for messages in conversations
  • Zurich Appetite is included on the strategy tab
  • CNA is a new connected carrier at Highwing and will begin to tag leads

Improvements

  • Auto-archive logic has been updated to archive placements the day after expiration (previously 30 days)
  • ‘All Tagged Interest’ view has been updated to include interested carrier, date tagged, and incumbent carrier for each placement
  • File sizes shown for each attachment in templates
  • Signature field for individual broker license number is available in Settings

Bugs

  • Account overviews were occasionally not being saved when going back into a template, this has been corrected
  • Markets were intermittently duplicated or not showing immediately after being added to a placement, this has been corrected
  • New Business clients created in Highwing are searchable in ‘Client Search’

Please pass along any questions, comments, or ideas to support@highwing.io.

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