Top Focus is here: a single action list that Top Defend Top Sales Top Defend . Relationships are automatically prioritized based on a combined score, and multiple signals (Sales, Defend, and Care) are immediately visible. The configuration remains per module—the workflow becomes simpler.

A great start to the new year: the release of multi-factor authentication login with your existing Microsoft account, the Top Care list with accompanying Duty of Care risk score and Risk recommendations for business customers (beta functionality).

Improvements to the Top Sales , such as improvements in the prioritization of relationships, better classification of business relationships, and private relationships with a single car insurance policy. In addition, policy coverages are now included in the policy recommendations so that, for example, no policies are recommended for package policies that a relationship already has as coverage in a package.

Personal data such as name, email, and phone number are available and can be copied for immediate action by advisors.