Patch 10.3.3

Alexander Conroy | March 13, 2025 9:26 PM

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
  • First Contacts
  • First Agent Contacts
  • First Vendor Contacts
• Added Sales Filters
  • Active Policy (Y/N)
  • Date Cancelled

Other Minor Updates

• User -3 (API User ) can now be filtered. This will show up more often from API / Ingress Calls.
• Fixed a bug preventing some users from seeing the “Explore Callbacks” section if they didn’t have access to Other Explore sections
• Added “Trash Callback” to Ingress API. Postman Documentation has been updated with samples.
• Fixed an issue when assigning a users SMS / MMS Numbers for Autofill.