Custom Lead Status

12-31-2021

You can now add custom lead status options from your settings page. These new status options will be available to assign to leads when applicable. We have also given you the ability to assign a specific status to new leads, whether you created them or if they come via API. The default status is "Working it", but you can change this to whatever you want. Finally, you can also specify which status of leads you want to see first when you go to your leads page. The default is to show you every lead in the "open" disposition. You can configure your leads page to only show leads by a specific status if you so choose.

Other Updates & Additions

  • Each Medicare Supplement now has a guaranteed issue option to select from, you can then apply your commission schedules to these products
  • Automated emailing of auto-issued polices has been disabled for the time being