Company rebranding
Rebranding from IntellAgents to IA|METRIC
Streamlined content
Updated website content to focus on key areas of IA|METRIC and product/service offerings
Automatic “save & continue”
“Save & Continue” feature automatically built into all forms when user clicks “Next” button
Bulk spreadsheet upload feature
Integrated “bulk spreadsheet upload” option created to add all employees at once when completing the Employee Roster
QuickClicks Online Tools updated
Face-lift and additional insights added to QuickClicks Online Tools
Integrated “add” function
Integrated “add” function for carriers, networks and agency management systems in all forms
Dynamic carrier list
Dynamically populated carrier list based on the agency’s state
Employee pre-population from Roster Management app
Automatically populate all employees and employee information in R.I.S.E. Profile and Salary Survey if the Agency Main Contact previously filled out employee roster through the Roster Management app
Cross-compatibility with Roster Management app
Cross-compatibility between data within the Roster Management app and the employee sections within the R.I.S.E. Profile and Salary Survey, allows for automatic population of all employees and their data
Dynamic “current” fiscal year
Dynamic “current” fiscal year customized to each agency, allows population and storage of data accordingly
New hosting platform
Moved the IntellAgents website to a different hosting platform for improved speed and performance
New authentication method
Implemented a new authentication method using single sign-on (SSO) for a seamless user transition across all IntellAgents pages (i.e. IntellAgents Portal, Roster Management App, etc.)
New Roster Management application
Built a custom Roster Management application in-house for improved user experience and performance, as well as future enhancement opportunities
User security groups
Transitioned the existing user security groups for Agency Main Contacts to the new system; used to restrict employee access within the IntellAgents Portal
