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Version History

This page does not display all patch releases, just feature releases and additions to the system
Version 1.1037.0
- 2025-09-23
  • Added Quick Reports to the Reporting page to store saved and starter reports
Version 1.1035.0
- 2025-09-15
  • Agencies now have the ability to share a client portal version with downline agents
Version 1.1034.0
- 2025-08-27
  • Added the ability for users to select pre-made automation templates. This creates the automation shell and relevant message templates
Version 1.1033.0
- 2025-08-20
  • Ringless VM as automation action option
Version 1.1032.0
- 2025-08-19
  • Added ability for intermediate agencies to inherit contract details from absolute upline
  • Added a formatter helper for exporting mailing lists
  • New Integration: Medicare Agents Hub
Version 1.1031.2
- 2025-08-18
  • RetireFlo integration
Version 1.1028.0
- 2025-07-23
  • Plan Compare Edge for Agents Beta release
  • Added enrollment method as a new policy field, included this value on Pending page and made a reportable field.
Version 1.1026.0
- 2025-07-17
  • OpenPhone as new VoIP integration vendor
Version 1.1024.0
- 2025-06-26
  • lastUpdateTime as filter on reporting page
  • Custom links can now be organized into categories
  • Ability to disable default activity categories from showing up in activity category list
Version 2.1008.0
- 2025-03-07
  • Added new automation trigger for adding a new premium amount on a Med Sup
  • Med Sup premium increase percentage is now searchable from the Reporting page
  • Better organization of template merge tags
  • Added more merge tags to capture data by policy type
Version 2.1003.0
- 2025-01-24
  • Added "Community Name" as an address field so you can group and find people that live in the same apartment complex or living community.
  • Added "Total Premium" as a field for ACA policies. This represents the total cost of the policy and "premium" represents the members responsibility.
  • Made birthday automations trigger able for LOA agents, if they have an automation set up for this
Version 2.1001.0
- 2025-01-22
  • Added "Do Not Mail" as a toggle field on address.
  • Updated SEP options
Version 2.999.0
- 2025-01-03
  • Added a plan year review toggle to profile page
  • Date of death field
  • Added guardianship as Auth rep designation
  • Social Security start date field
  • Added preferred contact method to profile page
  • Added ability to include spouse on a document upload
Version 2.991.0
- 2024-10-30
  • Added ability for users to disable their staff members access without removing their account
Version 2.987.0
- 2024-10-16
  • Changed commission calculator to account for plans that no longer pay commissions to agents
  • Added ability for user to restore a deleted profile from their settings page
  • Added ability for Principal and LOA agents to see all Outlook email communications from all team members on a given profile
  • Added ability for user to connect their Connecture account even if their agency is not in the CRM
Version 2.985.0
- 2024-10-10
  • Ability to edit and delete custom activity categories
Version 2.985.0
- 2024-10-10
  • Ability to edit and delete custom activity categories
Version 2.981.0
- 2024-10-04
  • Added new feature where user can toggle on "reviewed" on a clint profile page. This helps you keep track of people you have talked with or made plan changes for. You can also run reports for this.
  • Added ability for account owner to see completed staff activities
Version 2.980.0
- 2024-10-03
  • Added ability yo delete an RTS record on an agent contract
  • Added ability to include SPAP metrics on reporting page
Version 2.978.0
- 2024-10-01
  • Added ability to run reports by provider name
Version 2.977.0
- 2024-09-27
  • Added email opt-out column for reporting export
Version 2.976.0
- 2024-09-26
  • Added ability for LOA agents to assign activities to fellow agents
Version 2.975.0
- 2024-09-25
  • Added Simplii as a programmatic text option
  • Added ability to select Blitz Mode position
Version 2.973.0
- 2024-09-17
  • Added more special designation for federal and state employees
  • Added bulk QR code for thanks.io sends
  • SlyBroadcast an integration option
  • Med Sup quoting on profile page
  • Added ability for clients to add policy data on their portal
Version 2.969.0
- 2024-09-07
  • Added ability to filter by drug and pharmacy name in reporting page
  • Added ability to pin a note to an agent profile page in the agency platform
  • Added ability to search last portal login on reporting page
Version 2.967.0
- 2024-09-04
  • Added "no-comp" as MAPD status option
Version 2.965.0
- 2024-08-29
  • Added policies by company graph on Analytics page
Version 2.963.0
- 2024-08-26
  • Added exchange status as policy field for under 65 plans
  • Added ability to merge provider, rx, and pharmacy data from duplicate accounts
  • Addded ability to export reporting page results as a mailing list
Version 2.961.0
- 2024-08-16
  • Added last update time column on reporting page
Version 2.958.0
- 2024-08-11
  • Added Apollo international as lead vendor
Version 2.957.0
- 2024-08-10
  • Added group module for policies
Version 2.955.0
- 2024-08-08
  • Added pagination for call logs