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Version History

This page does not display all patch releases, just feature releases and additions to the system
Version 1.1123.0
- 2026-08-27
  • You can now connect SoundLine to automatically log your calls, texts and call recordings to your contacts.
  • If your agency has connected an integration like Phone.com, you can now link to it from your own Integrations settings.
  • Your call history now shows each call once, instead of repeating it for every step of the call.
  • Calls from Zonitel and Intulse now log with the right time, duration and phone numbers.
  • Phone.com calls now always appear in your history, and enrollhere calls show how long you actually talked.
  • Outbound TextRequest messages now attach to the right contact.
  • Call history now displays for every phone system, including Telefonely and Zonitel.
  • No change yet. This removes a hazard from the upcoming Phone.com attribution fix.
  • RingCentral text messages now arrive reliably, even when RingCentral sends one with details missing.
  • Client lists load noticeably faster, especially for agents with a large book.
  • When you attach a web-page or plain-text file to a profile, it now shows as a file icon instead of an inline preview.
  • If an automation is set to use an integration that cannot yet run it, the contact's timeline now says so rather than the step just failing.
  • Internal change to how we group error reports. No customer-facing effect.
  • "Aetna" no longer appears as a place to sync contacts to when building an automation. It was left over from testing and never did anything.
  • Opening an appointment to check its details no longer changes the appointment length, and you can now hover over any appointment to see its address and notes without opening it.
  • Attaching documents to a bulk email works again. Files you attach are listed correctly, can be removed, and send with the email.
  • Sending a bulk email at the same time as a colleague no longer fails with an error.
  • Document downloads now require you to be signed in.
  • Provider lookup now searches by zip code, so it finds providers in the surrounding area instead of only those whose registered city matches exactly.
  • Pages no longer depend on outside services to load, so they work on restrictive networks and are less likely to break.
  • Dialpad users can now choose their sending phone number in settings, and texts no longer go out from an invalid number.
  • Clearing a client's SSN or income review date now saves correctly instead of showing an error.
  • Submitting a lead form with a custom field no longer fails — the lead is saved and the unrecognised field is ignored.
  • Typing an invalid date on a dependant, Medicare or note record now tells you which field is wrong, instead of showing a server error.
  • An automation whose "move to flow" action has no flow selected now tells you so in the automation log, instead of silently failing.
  • Commission statements that include a policy effective date now show it in the imported rows, so you can check it without reopening the spreadsheet.
  • Removing a lead from your agency Leads page now keeps it removed, and the lead count updates to match.
  • Staff members can sign in with two-factor authentication again.
Version 1.1122.0
- 2026-08-26
  • Automations no longer stall when a contact has no lead record or was never synced to a connected app — they now record why they were skipped.
  • When you create a new source while importing a sheet, it is now applied to every record that needs it — not just the first one.
  • Flow automations can now move only the people already in a flow, rather than adding everyone the automation fires for.
  • You can now rename a task participant group and change whether each person in it is a collaborator or a watcher at any time, not just when you first build the group.
  • Renaming a document now tells you if something went wrong, instead of looking like it saved when it didn't.
  • Adding a phone, address, email or note now fails cleanly with a clear message when something is wrong, instead of erroring out.
  • The documents section of a profile now loads reliably, even if you click into it the moment the page opens.
  • Downloading your team list as a CSV now works even if a former agent's account has since been removed.
  • If an SOA form is opened twice, or was already deleted, saving or deleting it now fails cleanly rather than showing an error.
  • Clearing a date range on a commission schedule now saves normally.
  • When you sync contacts to HubSpot you can now choose which HubSpot list they land in, instead of the list picker coming up empty.
  • No customer-visible change.
  • No customer-visible change.
  • If an automation is set to text or sync a contact through an app we do not yet support, the contact's timeline now says so rather than the step just not happening.
  • Commission schedules are now protected so only you and your agency can change them.
  • If an automation tries to send through an app you have disconnected, it now tells you to reconnect rather than showing a server error.
  • Choosing "Select..." in the email or letter template dropdown, and opening a saved report that has no filters saved, no longer stop the page responding.
  • Picking a Thanks.io image template now returns the template you chose, and a bad day at Thanks.io shows as a clear failure rather than an error page.
  • An automation that syncs a contact to an integration now works on every run, not just the first.
  • Texting through Twilio now works in automations. A few other integrations can still only be texted through manually, not from an automation, and that is being worked through.
  • Calendars now load reliably, and a busy date range loads noticeably faster.
  • If you have an automation set to text a contact through Simplii, Intulse or Zonitel, it now sends. Previously the step ran but no message went out.
  • Fixed an error on the agent dashboard that could stop parts of the page from finishing loading.
  • Moving a whole stage of clients to another stage is now fast regardless of how many are in it.
Version 1.1121.0
- 2026-08-25
  • Clicking into a field now places your cursor instead of highlighting everything, so an accidental keystroke can't wipe what's already there. Dragging to select part of a value works properly too.
  • The confirmation step before applying commission statement changes is now readable in Dark Mode.
  • You can now see and update a client's Fun Facts from the quick profile popout, without opening their full profile.
  • Give your flows a category and the flows list groups them under headings, so a long list stays easy to scan.
  • Carrier book uploads that previously came back empty — CareSource, LifeShield and others — now import correctly, with accurate policy dates and plan types.
  • When you delete a flow, your contacts now leave it straight away — and their flow history is kept, marked as deleted.
  • Book reconciliation now recognises clients your carrier lists with just a first initial, so they are no longer reported as dropped off.
  • Automations set to run when a client finishes their portal now trigger reliably.
  • Sending a ringless voicemail now loads your SlyBroadcast audio files reliably, and tells you what went wrong instead of spinning.
  • Searching for a drug by its brand name now shows the generic alternative alongside it, so you can compare both without knowing the chemical name.
  • Texts sent through Quo now cost about half as many Quo credits, and if your Quo credit balance runs out the CRM explains why an unlimited Quo plan doesn't cover CRM-sent texts.
  • Larger flow stages now load all the way to the last person, and the list keeps its place when you load more.
Version 1.1120.0
- 2026-08-24
  • Marking a client reviewed for the plan year can now kick off an automation, and an automation can mark clients reviewed for you.
  • LOA agents opening Reconcile Book now get a clear explanation of why reconciliation is run by their principal agent, rather than a comparison of someone else's book.
  • You can now delete a flag from your Flags settings. Removing a flag also clears it from any contacts you had tagged with it.
  • When adding a provider, you can now search by first name as well as last name to find the right provider faster.
Version 1.1115.0
- 2026-08-19
  • Advisor Review printouts now include the client's pharmacies, with an optional pharmacy cut-out card.
  • Send Magnacards through Thanks.io, alongside postcards, notecards, letters and gift cards.
Version 1.1114.0
- 2026-08-18
  • Attach documents already saved on a client's profile or your Docs page when composing an email.
Version 1.1086.8
- 2026-08-06
  • Templated automations are now fully editable, and you can detach an automation from its template.
Version 1.1086.6
- 2026-08-06
  • New automation action: automatically add a flag to a client.
Version 1.1084.0
- 2026-07-30
  • Added Behavioral Health and Mental Health as provider specialty options.
Version 1.1081.0
- 2026-07-16
  • Added "Lost" as a policy status option.
Version 1.1080.0
- 2026-07-15
  • New automation trigger: remind clients about an upcoming appointment by text or email, with ready-made reminder templates.
Version 1.1075.0
- 2026-06-30
  • Name your automation actions to keep multi-step automations organized.
Version 1.1074.0
- 2026-06-29
  • Change a client's lead status directly from the profile Actions menu.
  • Capture a fax number for providers.
  • Agencies can restrict which LOA agents see a client's private info.
Version 1.1072.0
- 2026-06-25
  • Added metal level (Bronze / Expanded Bronze / Silver / Gold / Platinum / Catastrophic) to individual health plans and an agent_mybook filter to report by it.
Version 1.1060.0
- 2026-05-12
  • New Custom questionnaires
Version 1.1059.3
- 2026-04-30
  • SPAP as plan type (#97)
Version 1.1059.0
- 2026-04-16
  • 2-way sync with HealthSherpa Medicare
Version 1.1057.0
- 2026-04-03
  • Activities page is now the Tasks page with all new features
Version 1.1056.0
- 2026-04-02
  • Branch new Client Portal interface with 5 new themes and client portal tracking
Version 1.1049.1
- 2026-02-04
    Version 1.1046.0
    - 2026-01-22
    • Added self serve API Token generation for use with third-party vendors
    Version 1.1045.0
    - 2026-01-16
    • Twilio SMS integration
    Version 1.1044.0
    - 2026-01-14
    • New Feature: Flows
    Version 1.1043.0
    - 2025-12-09
    • New AI Suggestion feature that reads VoIP call-summaries and compiles action items for users
    Version 1.1042.0
    - 2025-12-05
    • Ability for agencies to whitelist staff and agent IPs to restrict site access
    Version 1.1041.8
    - 2025-12-02
    • Added new field for LIS instead of being grouped in with Medicaid levels
    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