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Version History

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