New Report – Policy Persistency Report Find this Report under Reports -> Manage All under the Sales Area. Note: There is no Direct Menu Link for this Report, you must load it from Reports-> Manage All Report Updates – New CPA Reports Added the following Fields as well as Formulas related to them Verifications Submissions […]
This is a Minor Patch, it’s mostly for lazy third party data vendors and web forms posting policy data into TLD, refusing to use the Ingress API and refusing to actually provide any data so making us assume alot of it to make it work. Posting in a Policy with just a Product will auto-look […]
Major Browser Lag Fix – Notifications went Crazy Reports had come in that TLD was “Slow” but we didn’t see anything wrong with Dialers or Servers. Reports came in that Firefox was faster that Chrome, and so was Incognito Tabs, but then over time Firefox was slower than Chrome. This led us to look at […]
Filters Fix for Complex Keys Since the new Analytics Section uses Array Keyed Report (ex: &calls[call_direction]=10 filters, we have finally fixed saving Filters in sections like “Users – Manage All” while filtering for TLDialer. They will also work when copy pasting links to others. Other Changes and Bugfixes Added “Primary Beneficiaries” to Policies, which is […]
Ingress API Users API Add User You can now fully create and configure a user via API. POST /api/ingress/user Commissions API We did a little cleanup of Add Commissions Received and Paid and added bulk inserts into the API. We are eagerly awaiting feedback. Add Commission Received POST /api/ingress/commission/received Add Commission Paid POST /api/ingress/commission/paid Both […]
Minor Patches and Updates Agency Messaging Agency Messaging Section now allows Agency Managers to see their Agency text messages. Requires Agency Manager Role or View Agency Messaging Abilities. For Export, Export Agency Messaging. Other Fixes Fixed a bug preventing more than 100 lead statuses to show on the contact form ( I know, but why? […]
TLDialer – Queryless Ping Third Party Vendors are consuming our Dialer Ready API ( Agent Availbility Ping ) at alarming rates. We are seing massive spikes especially around 11 – 2 PM EST as well as around 4 – 6 PM EST. Alot of this has to do with inefficiencies in RTB ( Real-Time Bidding […]
Fields Egress API /api/egress/fields Added /api/egress/fields which gives you a directory of all internal system and account custom / customized fields allowed to be pulled via the API that often only can be seen as joined / imported column data via other tables. Example Fields Lead Status (status) Policy Status (policy_status) etc. /api/egress/field/{field_name} This will […]
Minor Patch with Various Fixes and Changes ADG ADG Can now have the popup optionally removed Added Index Query Modifiers to you can “Start Fresh” without Deleting all data and progress. ADG now Accepted hs_member_identifier as a storable field Policy Statuses Policy Statuses can now be Filtered by Agency Product Bundles and Ancillaries Products can […]
Rewrites & Renewals To foster easier tracking of Rewrite and Renewals we have added two fields that automatically update when a Rewrite is Refused. This action occurs when a Policy is Saved and is not tied to dispositions. While it is already possible to find Policies sold within a certain range and filter out those […]
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