For the past two weeks or so we, or mainly, I, have been going pretty insane working day and night preparing this almost total rewrite to the Policies section. This patch is the culmination of many sleepless nights. We have tested extensively, but if you find any weird quirks or odd data please let us […]
This patch is a pretty big one, as it reworks the entire leads section. The way this section works will become the template for others including Policies, etc in the future. For now we are looking for feedback on the new interface changes. Leads Theory The idea now is that you choose what you want […]
Embedded Products You can now embed products with fixed premiums and enrollment fees to go alongside a primary product. These will be set as ancillary automatically to the product being quoted. If you are using this just to track products that already have their price bundled in, then you can leave the premium blank. All […]
Emoji Support You can now customize fields with Emoji’s! Add Emoji’s to your status descriptions to make them stand out for your agents! ???????????????????????????????????? good shit go౦ԁ sH*t???? thats ✔ some good????????sh*t right????????there???????????? right✔there ✔✔if i do ƽaү so my self ???? i say so ???? thats what im talking about right there right there […]
Product Validation Fixed an issue where “Copy From” was not working. You can now check off what State a product is allowed to be sold in. You can also require that the Agent be licensed in that State for Conversion, Validation or Submission under Options config. You can update agent licenses in the User configuration […]
New Lead Fields Middle Name Email2 These fields can be disabled under Options -> Dialer -> Hide Lead Fields New Dependent Fields Middle Name Product Filter Change For ease of use, the Carrier now shows next to the product in Policies section as well as the uploader. Uploader / Lead Post Changes You can now […]
User Licenses You can now add User License information for Health and Life into the CRM. This can be found by Editing a user and pressing the Licenses Tab. You can set the License Number, State, Date Originally Effective and Date Renewed. You can also attach a file to the license. You can edit the […]
Scripts and Rebuttals You can now toggle on Scripts and Rebuttals for Policies. They will show up under the Save Button in every policy. You can find the setting in Options -> Dialer -> Script and Rebuttals on Policies Scripts and Rebuttals on Policies will auto fill policy information as well as lead using the […]
Relay campaigns are now live! This opens up tons of possibilities for manipulating and moving data from the TLD System to dialers, SMS, brokers, buyers and more! Relay Campaigns Mailer Campaigns have been merged into “Campaigns” which now work for both mail and Relays based on the same set of parameters. You can choose a […]
#MOARFIELDS New Dependent Fields Dependents are getting some love! We added a ton of new fields for dependents in this patch that start making dependents feel a lot more like leads. Soon we will have an option to turn a dependent into a lead using the lead or dependents data that has been entered so […]
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