Alexander Conroy

Lead Documents It is now possible up upload documents to the lead itself, alongside the policy documents. You must have upload_documents permission, or verifier or higher to view and upload. Bugfixes and Improvements Made filters query faster. Uses Caching and 1 query instead of multiple Allowed omnis to edit custom fields. Made it so that […]

Uploader Added ability to Update Lead when a duplicate lead if found. This works alongside the attach notes / policies / dependents to lead feature. Coming Soon! Update Policy based on Criteria Lead New Lead Fields Assigned ID / Assigned Agent This field is meant to allow you to assign a lead to an agent […]

Uploader Added Options Button to Uploader Dupe Criteria You can now override default dupe check to check by the following Name (First and Last) Phone All Phones (1 OR 2 OR 3) Email Address (Like) City (Like) State County (Like) Zipcode (Like) Reference ID Referrer Attach Notes / Policies / Dependents to Dupes This will […]

We added a ton of life insurance based fields this patch, don’t worry though! If you don’t want them you can disable them in the Options section under Data and Hide Policy Fields. These new fields will give us more flexibility in the future and all have been standardized per our research. If we are […]

Product Validations We have made some major modifications so that when you change carriers in the carrier select menu on the dialer screen, we now do a lookup in the database for any rules related to this product. This will provide us with many useful features to come (including some basic pricing auto fill capability). […]

Mobile and Style Updates Newer Table sections (leads, policies) will not convert to a list of cards instead of a table when a mobile device is detected. It also is responsive based on what device it is (iPad, iPhone, etc). We will update other older sections soonish. Fixed some styles on the Admin Dashboard main […]

Minor updates in this patch. Responsive Update & Dialer Mods Dialer Info more responsive Cleaned up Menu, tabs, and more. Hid new slider sidebar when in mobile view. Centered Name when in small view. Stacked buttons and Lead ID when in Small view Leads Made more responsive. Should be easier to use in Mobile view […]

Sales Board You can now set the beginning of the week to any day, not just Sunday or Tuesday. On Fire now has a Fire Effect. Please let us know if you receive any retina damage. Moved On Fire to top right corner of the cell it belongs in to keep the layout data cleaner […]

Sales Board The sales board has now been updated to treat primary and ancillary policies bases on the Primary ID being set. It also respects the system configuration for treating ancillary products as ancillaries even if it is a primary policy with no primary set. Commissions Paid has been added as a toggleable field either […]

Policies Terminate Date Normally we calculate the lapse date by taking the effective date and the duration if set, and then looking at today and calculating it from there. However, some policies have a hard fixed termination date that may be either a few days in the future or the past.  The terminate date is […]