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Version History

This page does not display all patch releases, just feature released and additions to the system
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