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Version History

This page does not display all patch releases, just feature releases and additions to the system
Version 1.1122.0
- 2026-08-26
  • Automations no longer stall when a contact has no lead record or was never synced to a connected app — they now record why they were skipped.
  • When you create a new source while importing a sheet, it is now applied to every record that needs it — not just the first one.
  • Flow automations can now move only the people already in a flow, rather than adding everyone the automation fires for.
  • You can now rename a task participant group and change whether each person in it is a collaborator or a watcher at any time, not just when you first build the group.
  • Renaming a document now tells you if something went wrong, instead of looking like it saved when it didn't.
  • Adding a phone, address, email or note now fails cleanly with a clear message when something is wrong, instead of erroring out.
  • The documents section of a profile now loads reliably, even if you click into it the moment the page opens.
  • Downloading your team list as a CSV now works even if a former agent's account has since been removed.
  • If an SOA form is opened twice, or was already deleted, saving or deleting it now fails cleanly rather than showing an error.
  • Clearing a date range on a commission schedule now saves normally.
  • When you sync contacts to HubSpot you can now choose which HubSpot list they land in, instead of the list picker coming up empty.
  • No customer-visible change.
  • No customer-visible change.
  • If an automation is set to text or sync a contact through an app we do not yet support, the contact's timeline now says so rather than the step just not happening.
  • Commission schedules are now protected so only you and your agency can change them.
  • If an automation tries to send through an app you have disconnected, it now tells you to reconnect rather than showing a server error.
  • Choosing "Select..." in the email or letter template dropdown, and opening a saved report that has no filters saved, no longer stop the page responding.
  • Picking a Thanks.io image template now returns the template you chose, and a bad day at Thanks.io shows as a clear failure rather than an error page.
  • An automation that syncs a contact to an integration now works on every run, not just the first.
  • Texting through Twilio now works in automations. A few other integrations can still only be texted through manually, not from an automation, and that is being worked through.
  • Calendars now load reliably, and a busy date range loads noticeably faster.
  • If you have an automation set to text a contact through Simplii, Intulse or Zonitel, it now sends. Previously the step ran but no message went out.
  • Fixed an error on the agent dashboard that could stop parts of the page from finishing loading.
  • Moving a whole stage of clients to another stage is now fast regardless of how many are in it.
Version 1.1121.0
- 2026-08-25
  • Clicking into a field now places your cursor instead of highlighting everything, so an accidental keystroke can't wipe what's already there. Dragging to select part of a value works properly too.
  • The confirmation step before applying commission statement changes is now readable in Dark Mode.
  • You can now see and update a client's Fun Facts from the quick profile popout, without opening their full profile.
  • Give your flows a category and the flows list groups them under headings, so a long list stays easy to scan.
  • Carrier book uploads that previously came back empty — CareSource, LifeShield and others — now import correctly, with accurate policy dates and plan types.
  • When you delete a flow, your contacts now leave it straight away — and their flow history is kept, marked as deleted.
  • Book reconciliation now recognises clients your carrier lists with just a first initial, so they are no longer reported as dropped off.
  • Automations set to run when a client finishes their portal now trigger reliably.
  • Sending a ringless voicemail now loads your SlyBroadcast audio files reliably, and tells you what went wrong instead of spinning.
  • Searching for a drug by its brand name now shows the generic alternative alongside it, so you can compare both without knowing the chemical name.
  • Texts sent through Quo now cost about half as many Quo credits, and if your Quo credit balance runs out the CRM explains why an unlimited Quo plan doesn't cover CRM-sent texts.
  • Larger flow stages now load all the way to the last person, and the list keeps its place when you load more.
Version 1.1120.0
- 2026-08-24
  • Marking a client reviewed for the plan year can now kick off an automation, and an automation can mark clients reviewed for you.
  • LOA agents opening Reconcile Book now get a clear explanation of why reconciliation is run by their principal agent, rather than a comparison of someone else's book.
  • You can now delete a flag from your Flags settings. Removing a flag also clears it from any contacts you had tagged with it.
  • When adding a provider, you can now search by first name as well as last name to find the right provider faster.
Version 1.1115.0
- 2026-08-19
  • Advisor Review printouts now include the client's pharmacies, with an optional pharmacy cut-out card.
  • Send Magnacards through Thanks.io, alongside postcards, notecards, letters and gift cards.
Version 1.1114.0
- 2026-08-18
  • Attach documents already saved on a client's profile or your Docs page when composing an email.
Version 1.1086.8
- 2026-08-06
  • Templated automations are now fully editable, and you can detach an automation from its template.
Version 1.1086.6
- 2026-08-06
  • New automation action: automatically add a flag to a client.
Version 1.1084.0
- 2026-07-30
  • Added Behavioral Health and Mental Health as provider specialty options.
Version 1.1081.0
- 2026-07-16
  • Added "Lost" as a policy status option.
Version 1.1080.0
- 2026-07-15
  • New automation trigger: remind clients about an upcoming appointment by text or email, with ready-made reminder templates.
Version 1.1075.0
- 2026-06-30
  • Name your automation actions to keep multi-step automations organized.
Version 1.1074.0
- 2026-06-29
  • Change a client's lead status directly from the profile Actions menu.
  • Capture a fax number for providers.
  • Agencies can restrict which LOA agents see a client's private info.
Version 1.1072.0
- 2026-06-25
  • Added metal level (Bronze / Expanded Bronze / Silver / Gold / Platinum / Catastrophic) to individual health plans and an agent_mybook filter to report by it.
Version 1.1060.0
- 2026-05-12
  • New Custom questionnaires
Version 1.1059.3
- 2026-04-30
  • SPAP as plan type (#97)
Version 1.1059.0
- 2026-04-16
  • 2-way sync with HealthSherpa Medicare
Version 1.1057.0
- 2026-04-03
  • Activities page is now the Tasks page with all new features
Version 1.1056.0
- 2026-04-02
  • Branch new Client Portal interface with 5 new themes and client portal tracking
Version 1.1049.1
- 2026-02-04
    Version 1.1046.0
    - 2026-01-22
    • Added self serve API Token generation for use with third-party vendors
    Version 1.1045.0
    - 2026-01-16
    • Twilio SMS integration
    Version 1.1044.0
    - 2026-01-14
    • New Feature: Flows
    Version 1.1043.0
    - 2025-12-09
    • New AI Suggestion feature that reads VoIP call-summaries and compiles action items for users
    Version 1.1042.0
    - 2025-12-05
    • Ability for agencies to whitelist staff and agent IPs to restrict site access
    Version 1.1041.8
    - 2025-12-02
    • Added new field for LIS instead of being grouped in with Medicaid levels
    Version 1.1037.0
    - 2025-09-23
    • Added Quick Reports to the Reporting page to store saved and starter reports
    Version 1.1035.0
    - 2025-09-15
    • Agencies now have the ability to share a client portal version with downline agents
    Version 1.1034.0
    - 2025-08-27
    • Added the ability for users to select pre-made automation templates. This creates the automation shell and relevant message templates
    Version 1.1033.0
    - 2025-08-20
    • Ringless VM as automation action option
    Version 1.1032.0
    - 2025-08-19
    • Added ability for intermediate agencies to inherit contract details from absolute upline
    • Added a formatter helper for exporting mailing lists
    • New Integration: Medicare Agents Hub
    Version 1.1031.2
    - 2025-08-18
    • RetireFlo integration
    Version 1.1028.0
    - 2025-07-23
    • Plan Compare Edge for Agents Beta release
    • Added enrollment method as a new policy field, included this value on Pending page and made a reportable field.
    Version 1.1026.0
    - 2025-07-17
    • OpenPhone as new VoIP integration vendor
    Version 1.1024.0
    - 2025-06-26
    • lastUpdateTime as filter on reporting page
    • Custom links can now be organized into categories
    • Ability to disable default activity categories from showing up in activity category list