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MA/MAPD
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New Features and Updates
Other Releases
MediZues
- 04-25-2024
Plan Name Conversion
- 11-29-2023
Commission Schedules 2.0
- 09-26-2023
Profile Connections
- 09-06-2023
Outlook
- 08-16-2023
Dialpad
- 07-28-2023
ConstantContact
- 07-20-2023
Calendly Improvements
- 07-19-2023
Client Portal Improvements
- 07-19-2023
Mailchimp
- 06-14-2023
CurrentClient
- 06-08-2023
Thanks.io
- 06-04-2023
AWeber & Mailbox Power Integration
- 05-03-2023
Template Builder 2.0
- 04-21-2023
Phone.com Click-to-Call
- 03-20-2023
Pending Policies
- 01-18-2023
Phone.com & GoTo Connect
- 01-11-2023
Reporting 2.0
- 01-04-2023
Lead Last Touch
- 10-06-2022
RingCentral
- 10-01-2022
Client Profile Pics
- 09-27-2022
Simplii VoIP
- 08-03-2022
Medicaid Renewals & Vault
- 06-08-2022
Annuities
- 05-24-2022
Profile Printing
- 04-06-2022
Profile Activities & Alerts
- 03-29-2022
Multiple Profile Flags
- 03-16-2022
SPAP
- 02-06-2022
Dependents & Insureds
- 02-05-2022
More Policy Fields
- 01-27-2022
Medicare Marketing 24/7
- 01-23-2022
Veteran Info
- 01-13-2022
Custom Lead Status
- 12-31-2021
More Provider Data
- 09-20-2021
Leads 2.0 & Follow-ups
- 08-09-2021
Rx Quoting (beta)
- 07-24-2021
Referral Field
- 07-22-2021
Initiated Applications
- 06-30-2021
Batch Email Management
- 04-29-2021
Non-CMS Commission Update
- 04-08-2021
Profile Notes
- 02-22-2021
Easy Click
- 02-18-2021
Improved Signature Templating
- 02-17-2021
Email Attachments
- 02-16-2021
Direct Mail Manager
- 01-20-2021
Part D Penalty Calculator
- 12-09-2020
Profile Connections
09-06-2023
We have added a new feature for profiles - Connections. Currently, you can only link a profile to one other profile, typically a spouse but now with Connections you can link as many profiles as you want.
