Patch 4.98

  • Options
    • Options menu switched to Radio Dials for ease of use.
    • Hide Client Menu Option for those who don’t want certain tabs.
    • Agent of Record Added as Option to Policies (As opposed to selling Agent, to help determine who it is written under)
    • Bill Me Later on Policies can be Hidden
    • Paid on Policies can be Hidden.
    • Suspended and Suspended Ready for Resubmission in Post Dates Section can be Hidden.
    • Marketplace on Policies and Filters can be Hidden.
    • Marketing Opt In’s on Leads can be Hidden.
    • Policy Name on Policies can be Hidden.
    • Option to show Product Description or Name in Dialer Policy Menu.
    • Option to choose the order of Scripts and Rebuttals (A-Z or Z-A)
    • Option to Hide Certain Negative Policy Status Buttons.
    • Default Inbound Vendor Added.
      • This allows you to choose where inbound calls go to as opposed to just general leads made in the system using the “New” button. It is meant to be used in conjunction with our VOIP Inbound System when the inbound number is not assigned to a Vendor.
  • Products and Fields
    • Can now be filtered by Visible or Hidden to System, Agent or Upline.
    • Now properly respects Menu Order, then Alphabetical, except for duration which follows numerically from 1 month to 1 year+
  • Templates
    • New Template Types:
      • Fronter Scripts
      • Fronter Rebuttals
      • Can only be seen by those with Fronter Permission.
    • Scripts and Rebuttals can now be opened in a different window with a link icon next to it’s name.
    • Scripts and Rebuttals now support images, they default resize to the size of the current window or the popup window. Contact us if you need to host some images.
  • Users
    • User Carrier Data
      • When a particular carrier is set, it will show Label: Value under the policy as a notice to verifiers or other agents regarding this particular carrier.
    • Agent of Record
      • Check this box if you want an Agent to show up under Agent of Record if you are using the option. Other Agents will not show up. This is to make the menu smaller than the entire list of agents.
    • New Meta: Primary Language
      • Also shows on user list.
    • New Meta: FFM ID
    • New Meta: NPN
  • Vendors
    • Load Delay
      • For use with Inbound Vendors, especially live transfers. This will prevent the system from creating a lead on an inbound call and keep searching for something being sent to that vendor from a Live Transfer companies. It will try X times every X seconds based on what you set it to.
  • Dependents
    • Exclude from Dependents added so we can properly calculate beneficiaries.
  • Policies / Clients
    • Added phone number column to Payment Issues.
    • Stats
      • consolidated into a dropdown.
      • Now shows Beneficiaries.
      • Split calculations between Primary and Ancillary Products.
      • Shows Subsidized Amounts
    • Include Notes
      • Allows for a data dump of each note with it’s attached policy for reporting purposes. This will duplicate policies as each policy will have a list of notes attached duplicating each policy times the amount of notes on the policy. Because notes aren’t attached to policies and are attached to leads, some notes may not reflect a particular policy though they will always refer to the primary lead.