This release introduces core management features that enable organizations to manage client agencies, users, roles, dashboards, and projects within a single platform. AVA now includes role-based dashboards and structured management modules designed to support daily operations, reporting, and administrative control. This revamp establishes a strong and scalable foundation for future enhancements.

Agency Clients Management

This module allows organizations to manage all agency clients centrally. Users can maintain agency records, keep information updated, and view clients in an organized list. 

• View a complete list of agency clients

• Add new agencies client with detailed information 

• Update existing client agency details 

• Assign users to agency client 

Role-Based Dashboards

Dashboards are available for all roles, providing a role-specific view of work, performance, and activity across the system.

Dashboards available for:

Agent 

IT

HR

Supervisor 

Manager

Admin 

• Display key operational and performance metrics
• Manager and Admin dashboards include team performance overviews 

User Management with Roles

The User Management module enables administrators to control system access and role assignment across the organization.

• View a complete list of system users
• Control user access and status 
• Role-based visibility across the system

Add New Users

Admins can create and onboard users directly within the system using a structured user creation flow.

• Add new users from the User Management module
• Capture user details including name and email
• Assign roles during user creation 
• Define Weekly Working Hours

Insurance Servicing Agency Projects

This module is designed specifically to manage projects related to insurance servicing agencies. It enables teams to organize agency-specific work, maintain complete project information, assign responsibilities, and track project progress within a structured framework.

• View a list of all insurance servicing agency projects 

• Create new insurance servicing agency projects 

• View complete details of each project, including assigned agency, team members, and status 

• Assign managers and supervisors to each project
• Associate team members and client agencies with projects
• Manage project status throughout the project lifecycle