Blog

• New Lead Fields
  • Fields have been added to Vendor Mappings and Relay Mappings as well as show on the dialer screen under Contact.
    • annual_income (number)
      • Fixed ACAExpress Integration to use Annual Income.
    • newsletter (checkbox) used to mark the client has opted in for a newsletter
    • marketing (checkbox) used to mark the client has opted in for other forms of marketing (email etc)
  • Newsletter and Marketing are both searchable in the leads section.
• New Policy Fields
  • points
    • This must be enabled under “Options” under the section “Points System”
    • Points are arbitrary. The sales board will soon use points if desired.
  • max_out_of_pocket (coming)
  • coinsurance (coming)
• New CSR Fields
  • You can now select a CSR Agent if you are a Manager or higher.
  • CSR Agents can search for their name or other CSR agents to sort through their requests.

Server Upgrades

Our servers were updated and maintenance performed on 10/26/2015 to increase performance and add new features.

• Document Uploader
  • You can now attach documents to individual policies (To Contact / Lead coming next)
  • Documents can be downloaded after uploaded.
  • Documents can have descriptions.
  • Max 10mb Files
  • File Types Accepted: pdf|doc|docx|xls|xlsx|zip|7z|rar|jpg|jpeg|gif|png|bmp|txt|tiff
  • Files are stored on our server securely and backed up nightly. There is no direct access to files you must go through the CRM.
• Pending Approval
  • There is a new status called Pending Approval that will show up if the option is checked in the Options section. This will appear after Submissions.
  • Pending Approval Customer section coming next patch
• Marketplace Welcome Email
  • You can configure an alternate Welcome Email for the Marketplace in the Options Section. It will appear near the latest Welcome Email.
• Marketplace Tools
  • We have added a document tracker for Marketplace sales. Once Marketplace is selected you will be able to check boxes to determine which documents are remaining or needed.
  • The Customer section has been updated with options to search for present or missing documents individually or in any combination.
  • The Marketplace section has it’s own well once marketplace is selected for future Marketplace tools.

• Call Detail Records (CDR) report now shows its intended data: a log of calls.
• Talk Time report added and shows what CDR once did, with more reliable results.
• Recordings section should now allow retrieval of recordings prior to January 2015 when we underwent a phone system change.
• Scripts and Rebuttals now populate lead data dynamically using bracket fields {first_name}. This works similar to emails. Does not work with policy fields as we do not know which policy the agent is verifying in the script.
• Added tracking_id and campaign_id to policies section exports.
• Added dashboard option to show X last touched leads w/ and w/o phone numbers for agents
• Added single page mode option for Dialer section to remove tabs if desired. Will show as a flat one page list.
• Added “Logs” section on dialer screen for manager’s or above.
  • Added Action Log as a regular table to Logs section.
  • Added Relay Log as a regular table to Logs section.
• Added “Dynamic Headers” options in Relays so you can auto fill in lead fields for SMS messages and other relay data.
  • *Pending Relay Server Testing and Restart for this to work.

Relays

• You can now see your Relays under Settings -> Relays, Relay Logs and Relay Mappings
  • You can not edit active relays unless deactivating
  • You can not add active relays, it will default to inactive when adding.
  • You can not clone relays
  • You can not activate relays
  • You can deactivate relays
  • You can edit mappings to set prices and phone numbers. (Be careful what you touch!)
• Added API Keys and Public Flag to Relays
• Relays now have public links that allow searching and exporting for clients.
• Relay Report
  • The relay Report is in Reports under Outbound -> Relay
• Dialer Interface
  • On load of the dialer, or change of the state checkbox on the lead, it will hide Relays that has states checked that don’t match the lead.
• Coming soon
  • If there is one or more states selected in a relay the relay will scrub out the lead and give an error. (Requires Relay system update)

Reports

• Mailer and Relay report have been grouped under “Outbound” until we can think of a more clever name.

Recordings Section added.

• Search by date, as well as phone number or extension

Relays

• Added Integration Fields:
  • Phone / Transfer Number
  • Max Monthly
  • Max Daily
• Modified Dialer Integration
  • Shows only Buyer Relays
  • On Change of Relay, shows / hide button with phone number and TEL: link to call on click via TLDSIP or Zoiper. You may call before or after relaying the lead.

Leads

• Added “Budget” field to Leads
• Updated Dialer, Vendors, Relays

Accounts

• Accounts now can and will be disabled for non payment. You will not be able to log in if your account is disabled.
• Accounts now have tiers
• Accounts have new fields added regarding pricing and plans. These will be visible to clients in a future patch under a “My Account” section for administrators only.

New Features

• Added “Policy Name” to policies. This is a text field. It is useful for sending e-mails to clients about their product but wanting to show a different policy name than the official names in the system. It is usable in templates as {policy_name}
• Product Public, or Public Name is a field you can use to show clients a different name for a particular product. You can customize this in the Products section. It is usable in templates as {product_public}
• Added Hide Cancelled Policies into Options. This makes it so the agent cannot see their cancelled policies on their dashboard to improve morale.
• Allowed manual override of cancel dates.
• Added Maximum Callbacks Option.
• Added Policies Paid Checkbox

Changes

• Changed way ON and OFF buttons work in Options. When it is on it is now green and says ON. when it is off it shows red and OFF.

Fixes

• Unkick was setting to “Submitted” instead of “Quoted”. Now sets to “Quoted” and removes kicker ID.
• Lead Vendor Scorecard now shows % * 100 for Conversion Rate.
• Callback Default # (When not configured) had an error.
• Query error fixed for policies when introducing product_public

Recordings:

• Download as WAV for Recordings.
• Downloads Passthrough system (private) instead of serve from subdomain (public).
• *Recordings domain will be removed soon.

Posts and Uploads

• Fixed issue with Dupe Check inside Vendor.
• Added Upload Table to record Uploads to keep track of data.
• Standardized error and processed filenames for Uploads.
• Processed uploaded files can be downloaded with date, information and who uploaded.
• After Upload, any errors and dupes now create an error file that can be downloaded along side the processed file.
• Files are downloaded via passthrough (not public).

Mailer

• Mailer Logs now show Open Date
• Mailer Campaign Performance Report (With Open Rate!)
  • /reports/mailer
  • Tracking Pixel was installed about a Month ago. Older emails won’t have the pixel.

Users

• Users can see in User Section users from other Accounts. They can now also kick them out.
• Highest Role is now shown along with Level, for both Users and Non account Users.