Forward looking roadmap items live on Quality Labs. This page is a dated log of what actually shipped. Statements may change without notice on future releases.
Every entry below is public. Entries marked Sign in required link to a help article or screen inside the broker CRM, so you need a QualityQuotes account to open them. No account yet? Request a demo and we will set up your agency.
Live monitor: who is on which call, in color
Live monitor, in the sidebar under Calling, stacks every agent with a solid status block: green on a call with the vendor and the member, yellow waiting with Next up for whoever gets the next inbound call, red off the dialer. Owners and admins see it by default; give it to other roles in Roles with View live monitor. Floor boards add a Live monitor screen for a wall TV, showing vendors but never caller names or numbers.
Hanging up early no longer says Call failed
Ending an outbound call before it is answered now just ends it, with no red Call failed and no error report. A busy line, no answer or a declined call shows a short note instead. While an agent dials out, the phone system knows they are on a call and sends inbound calls to someone else.
Copy buttons on the vendor status page
The vendor status page now shows the full ping and post URLs with a copy button each, a Copy test curl that sends in test mode with a placeholder for the key, and Copy JSON on the sample post body, so a vendor can wire up without retyping anything.
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See exactly what a vendor sent
A We answered column in the vendor ping log shows what each vendor was told: status, accepted, verdict, reason, and which of their fields we rejected. Click View full request on any ping or post to see the headers and body the vendor sent, how each field was read after the vendor's own field names, and the answer they got back. Copy as curl replays it. Requests refused for a wrong or missing API key now show in an amber bar above the log. Kept encrypted for 30 days, vendor managers only.
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Chips line up, and lead status has its own look
Every chip is now the same height on every screen. Member facts such as Prospect or Missing 3 fields stay rounded rectangles, the dialer lead status such as New lead is a round pill with a headset icon, and the vendor is a square tag with its color block, so the three never blur together on the member header.
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Vendor page shows billing, and vendors read as tags
Each vendor page opens with one panel: delivery health, the billing rule, posts and calls for the last day, calls by day for two weeks split billed and not billed, and spend for today, 7 days, and 30 days with the calls that did not bill and the cost per sale. Vendors now show as square tags with a color block everywhere, so a vendor like Fire Term never looks like a lead status.
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Each lead vendor can post with its own field names
Edit vendor has a Post fields section. Type the name a vendor uses for each field (lname for Last name), turn Required off for fields it never sends, set defaults, and add custom fields such as a coverage amount that save to a member field. Rejected posts name the vendor's own fields, and the integration sheet follows the same names.
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Form fills show up in the vendor's color
The form fill card and the top bar now use the vendor's own color, the same one its calls show on the call bar, with the vendor and product on top, for example Lightning FE · Final Expense. A bar counts down the time before the fill moves to the next agent and turns red in the last minute.
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The call screen shows the caller's state
On a call to a number that routes by caller state, a strip under the caller's name shows their state and where it came from: the member record, the vendor's post, or the area code. Confirm or change it; it saves on the call and fills the member's state when empty. If you cannot sell in that state, it says so and names the Ready agents who can. Vendor form fills and Next lead follow the same state rule.
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Vendor numbers can ring only agents who can sell in the caller's state
Turn on Route by caller state on a lead vendor's number. The caller's state comes from the area code, and only Ready agents licensed there with an active appointment for that number's product ring. Choose what happens when nobody can sell there (the vendor gets busy, or everyone rings with a warning) and when the state is unknown. The vendor page has a routing log with each agent's decision, such as Cannot sell in GA.
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Wrap up explains callback dispositions
Picking a callback disposition such as Callback: interested in wrap up now says it needs a callback time, and that a different disposition skips it. Before, the save button just stayed locked until a time was set.
Form fills come one at a time
Each agent now holds one uncalled form fill. The next one comes after the first is called, and the rest wait for the next free agent, the vendor's fallback agent included. The dialer card and top bar show the name and vendor without the phone number, which shows once you press Call. A Call now notification clears from the bell once that fill is no longer yours.
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Calls log on each lead vendor
The vendor page now lists every call that rang the vendor's transfer numbers in the last 90 days, with the caller, who answered, length, disposition and billing. Calls with no ping from the vendor first are tagged No ping first, which explains calls that count on the vendor card but never show in the ping log.
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Form fill alerts stay quiet while you are paused
A Paused or Offline agent no longer hears the form fill chime or sees the Call now bar, and a fill they hold moves to the next free agent right away instead of after 10 minutes. Going Ready with fills waiting chimes once. Form fills older than 16 hours are no longer alerted; they stay in the list for normal dialing.
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Form fills skip agents away from the keyboard
A Ready agent who walked away with QualityQuotes open no longer gets form fills. After 90 seconds with no mouse, keyboard or touch (Agency Settings, Presence, Form fill fairness), new fills go to someone at their desk, and a fill they hold moves right away. Moving the mouse puts them back in line within seconds. While a fill waits, the browser tab reads (1) and flashes Call now when you are on another tab.
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Life quotes show only the carriers each agent can sell
Agency Settings has a new Life carriers page: the carriers your agency is contracted with, and an Agents list where each agent opens to a simple Off, Pending or Active choice per carrier. With the switch on for your agency, a life quote shows an agent only carriers where the agency contract is active, the agent is appointed, and the agent is licensed in the client's state. The results header says how many carriers are showing and how many plans were hidden. Owners can quote as any agent, keep every carrier on screen for training, and edit licensed states on the agent's page. Agents see their own list under My carriers.
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Shift end sets the floor Offline
Agent presence settings now have a Shift end hour. Once a day after that hour in your agency time zone, anyone still Ready or Paused is set Offline, so nobody is left Ready overnight. An agent who goes Ready again later stays Ready, and it is off until you pick an hour.
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Admins set licensed states
On a user's detail page, admins can now pick the states that agent is licensed in, right after NPN. Vendors with the licensed agent check read this list.
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Clearer vendor ping log and integration sheet
A vendor post rejected for bad data now lists each field that failed in the ping log. Fields sent as null, N/A or none count as empty, so a blank date of birth no longer rejects the lead. The integration sheet shows your real caps for that vendor, and no capacity numbers at all when capacity checks are off.
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Vendor billing you can trust, and your caller ID on manual calls
Vendor call billing is now worked out on the server from the call length the phone system reports, and a caller who already cost you a billed call from the same vendor inside its duplicate window bills $0 the second time. Form fill vendors can bill per accepted lead, so their spend is no longer $0. Phone numbers has a Default caller ID for calls agents place by hand, campaign dials keep the campaign's number, and each vendor number can carry a product that shows on the call bar and the Add member form. A call the customer hangs up now closes right away, so the agent is free for the next one.
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Form fill fairness you can set and see
Agency Settings, Presence has a Form fill fairness card. Set how many uncalled fills one agent can hold (default 3), when an uncalled fill moves (5 minutes free, 10 minutes tied up), what counts as calling it (a 20 second conversation or 2 dials, so a quick dial and hang up no longer clears a fill), and an optional inbound hold so a fresh fill gets dialed before an inbound call takes the agent. Each setting plays a short picture of what your number does. A fill never moves while its owner is on the phone with that lead.
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Automatic texts come from the agent's number
Workflow texts no longer all come from the agency line. A sale or other policy workflow texts from the agent who sold the policy, other workflows text from the member's assigned agent, and the Life app invite and follow ups text from the agent on the policy. Members see a number they know, and their replies still land on the same thread. Agents without a texting number keep sending from the agency line.
Form fills reach you with the dialer minimized
A new form fill now chimes and shows even when the dialer is minimized or you are on a call: a bar across the top of the screen with a Call now button. The chime repeats every 30 seconds until you dial it, and a fill that lands during a call chimes when the call ends. The member's Agent becomes the agent who has the fill, and the member's Dialing panel shows the owner and every move. Removing an agent takes them off every vendor at once.
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Floor board shows breaks, Away, and starts over at midnight
On the floor board, a pause shows its reason (Break, Lunch, Meeting), a closed tab shows Away instead of a pause that never ends, and Out has no timer. Timers start over at midnight in your agency time zone. The Floor board button is gone from the dashboard: the board is for the office wall and opens only from its TV link.
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Template previews read like the real message
Message template previews now fill tokens with sample data. Your name, phone, email, NPN and agency name come from your profile, and customer and policy fields use a made up customer you can shuffle. Switch to Tokens to see the raw text. SMS templates preview as a Messages thread on an iPhone, STOP line included.
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Every form fill goes to one agent
Form fills from lead vendors no longer wait in a shared list for whoever presses Next lead. Each one goes to the next free agent assigned to that vendor, who hears a chime, sees it at the top of the dialer with a Call button, and gets it first in Next lead. If nobody is free, the vendor's new Fallback agent holds it. If it is not called within 5 minutes of the owner's free time, it moves to the next free agent, and time on a call never counts against them. Form fill only vendors no longer need a phone number.
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Member replies ping the right agent
When a member texts back, the agent whose number they texted gets a bell alert and a pop up with the first line and Open thread. Without a personal number it goes to the assigned agent, then to whoever texted last. More replies update the same alert. The Messaging tab now shows how many replies you have not seen, and opening it clears them.
Exact ages everywhere, and EAD and naturalization numbers stay hidden
Member and dependent ages now come from the full date of birth on every screen, quote and plan search, so the header no longer shows an approximate age and a dependent is no longer priced a year older before their birthday. EAD card and naturalization numbers are now masked like the other ID numbers on the Legal tab, with the same click to reveal.
Each agent texts from their own number, and replies show up live
Agency owners can pair a SimpleTexting number to each agent in Agency Settings, Texting numbers. That agent's texts, Quick Sends, summaries and eSign texts go out from their number, and the member's replies come back to the same thread. Agents without one keep the agency line. The composer says which line you are texting from, each bubble names who sent it, and replies appear within a second or two instead of on the next refresh.
Quotes use real ages, and saves keep the household intact
Create quote now takes the member's age from the full date of birth, and a dependent marked not applying is no longer quoted as an applicant. Editing contact details no longer resets household size to 1, renaming a dependent keeps their date of birth, SSN and ID numbers, and the Life quote waits for the real date of birth before it prices. A member who may still be 64 no longer gets the 65 or older warning when you add Health.
Date of birth shows in full, and saves no longer erase it
A member's date of birth now shows in full on the Contact tab, and Find a plan for Life starts from that exact date instead of a guess from the birth year. Saving a member no longer clears the date of birth, and saving one dependent no longer wipes the others' dates of birth, SSNs or ID numbers. The state now carries into Find a plan, a tobacco user with a last use date counts as tobacco in ACA Find a plan, and that last use date no longer shows a day early.
Agent pages open on a contact card on phones
On a phone, your public agent page now opens on one contact card: photo, name, whether you are open, phone, email, licensed states, languages, today's hours and NPN, with Save contact right there. The ID badge sits below it. Open Enrollment countdowns, Marketplace questions and HealthCare.gov fine print now show only when you list a Marketplace coverage line, so Life and other agents get wording that fits what they sell.
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Day dividers in Messaging, and summary links that always open
The Messaging thread now marks each day with Today, Yesterday or the date, so a long thread reads in order. Application Summary texts now always link on your own brand's link host. A member who once signed into another brand's app no longer gets a link that does not open.
Pick the health class right under Tobacco
On Term and IUL quotes, Health class now sits under the Tobacco answer instead of inside Filters. Leave it on Let the health answers decide, or price at the class you already know, such as Super preferred (Preferred Plus at some carriers) or Standard. Tobacco classes follow the Tobacco answer.
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Editing a Life policy opens on what the application needs
Edit details on a saved Life policy now opens the same way as Add policy. Close-out comes first and is filled from the policy: type, carrier, plan, face amount, premium, effective date, premium mode, payment method, draft dates, replacement and application number. Beneficiaries and contingents sit right below and can finally be edited here. Optional terms, riders and IUL illustration values fold into Full record instead of greeting you as a wall of empty boxes.
Text a member without leaving the send
You no longer have to go to the Messaging tab to record text consent first. Anywhere you send a text (Messaging, Send Application Summary, eSign, document requests, Quick Send), a member with no consent on file gets a Confirm text consent prompt right before it goes out. Confirm they agreed on this call and the consent is recorded with your name and the time, then the text sends. Dollar amounts on Life quotes and policies now show commas as you type, so 4000000 reads 4,000,000.
Application Summary says what is left before it sends
The Send Application Summary panel now lists what still blocks Send right under Send by, and the footer says it in words. Payment method is a pick list, Agent phone fills from your profile, and whatever you type is kept on the policy so the next send fills itself. Payment method now sits in Life Close-out, and an empty draft day prints the calendar first draft date. When a member agrees to texts on the call, record it in the panel and Text opens up. The PDF tab loads the preview again.
Life policies keep your work and start tomorrow
A new Life policy starts tomorrow instead of the 1st of next month, so nothing gets post dated. Add policy keeps an unsaved draft for the member, including a started quote, and asks before a click outside throws it away. Card, bank and SSN numbers are never kept. Beneficiaries and contingents moved up under Close-out. Add Member also asks before discarding typed details, and offers Create member and add dependents so household size can grow.
See what members do in the app, and on which phone
A member's Activity tab now lists everything they do in the member app or customer portal under their own name, not Unknown user: sign ins and codes that did not work, policies opened, Apple Wallet passes, eSign links, alerts read or dismissed, document requests, and links from your texts. Each row shows an Apple or Android mark with the OS version, phone model and app version. Pick Member app in the event type filter to see only those rows.
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Street address suggestions fill the whole address
The street address field on Add and Edit Member, and the Address card on a member's Contact tab, now suggests US addresses only, house number included. Picking one fills unit, city, ZIP, state, county, county FIPS, and country in one go. State and county still come from CMS for that ZIP, and when a ZIP spans two counties the picked address chooses the right one. Changing the ZIP by hand on the Address card refreshes county and FIPS too.
Vendor pings check who can take the call
A lead vendor's ping can now check capacity before it says yes: shift hours in your agency time zone, a daily cap, a cap on calls in progress, a free Ready agent, and optionally an agent licensed in the caller's state. It is off until you switch it on per vendor, so nothing changes for existing vendors. The vendor page shows capacity right now, refreshed every 10 seconds, a Test ping panel that runs the vendor's request without creating anything and hands you a curl to send them, and a ping log with every verdict and reason in plain words. Vendors can test from their side with "test": true or the X-Vendor-Test header.
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Cleaner life quoting and a Life policy overview
Find a life plan reads better on every screen. Sort and Filters sit side by side, Filters holds pay type, AM Best, underwriting and a searchable carrier list and never runs off the screen, and each plan row shows price, eligibility and facts in one quick read. The plan panel opens on the premium and coverage, and you tap a coverage amount to see its price before you select it. Saved Life policies keep the carrier logo from the quote, and opening one shows a Policy overview with every filled field, beneficiaries included.
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Policies columns open in a side panel
Policies now picks columns the same way Members does: a side panel with search, drag to reorder, and an Add a column list for anything hidden. On both lists the panel scrolls on its own when you drag a column near the top or bottom, so a long list no longer stops at the fold. The Agent column on Members shows the agent's profile photo when one is on file.
Your own public agent page
Every agent can publish a one page site at quoteturbo.com/agents/yourname, built for phones and themed with your agency colors and logo. It carries your ID badge with photo and NPN, a Call and Text bar, live office hours, the states you are licensed in, the coverage you help with, and the Open Enrollment dates. Edit it from My public page with a live phone preview, and drop the link into Quick Send with the Agent page link merge field.
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Dialer runs on live data
Campaigns, lists, lead statuses, DNC lists, webhooks, the Floor, dialing reports, and each member's dialing history now come from the server, so every teammate sees the same numbers on every device. Every manual dial is checked on the server against DNC, never dial groups, and the member's calling hours before it starts. CSV list imports match existing members by phone and create the rest, up to 5,000 rows per file.
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Life close-out and required fields
A Life policy now opens on a short Close-out section with everything else folded under Full record. Your agency picks which fields must be filled before a Life policy is marked sold, in Agency Settings under Required fields, by product type and carrier. Drafts still save with blanks, and sending the Application Summary names anything missing before it goes out.
Underwriting tracker for full underwriting
Back office can mark a Life application as Accelerated or Full underwriting. Full adds the paramed order, vendor and dates, doctor records, the records fee and whether it was paid back, and the expected decision date.
Applicant, insured and owner on Life policies
Life policies record when the insured or the applicant is someone other than the member, with name, date of birth, gender and relationship. Owner type covers Individual, Business and Trust, with the entity name and the person who signs for it. No SSNs are stored.
Sales on the dashboard, filtered by product line
The dashboard now shows Sales: every policy that moved to Sold in your dates, on every product line. Pick a product line next to the dates and every count, and the policies list it opens, follow it. Waiting on a signature only counts Health coverage, and each tile has an info button that says exactly what it counts.
Life follow ups for missing records, drafts and lapses
A sold Life record missing its face amount, premium, premium mode, first draft date or beneficiary shows under Needs attention. Back office hears once when a first draft is not cleared after your set number of days (3 by default, in Settings), or when a lapse date is recorded. Publish the new First draft reminder template to text members two days before their first draft.
Life policy cards show Life numbers
Life policy cards now show face amount, premium with its mode, first draft, and effective date, and back office also sees the underwriting status. Deductible, OOP max, subsidy, and metal tier no longer appear on Life.
Health Coverage, then Marketplace or Private
Add policy now offers Health Coverage, then asks Marketplace or Private. Private plans are entered by hand without Find a plan or a subsidy. Medicare asks Advantage, Supplement, or Part D and fills the plan type for you.
Confirm instead of blocked for Medicare and Health coverage
Medicare under 65, Medicare next to Health coverage, and Marketplace coverage at 65 and over now ask you to confirm instead of being blocked. The member header shows the age only, with a tilde when just the birth year is on file.
No insurance card or renewal prompts for Life only members
Members whose policies are all Life no longer show the insurance card panel or a renewal date, and Renewals Due no longer counts them.
System roles are read only
System roles (Owner, Agent, Back Office) are now read only for agencies, because one change used to reach every agency. Open a role and use Duplicate as custom role to get a copy with the same permissions that your agency can edit.
No more 1969 date on snapshot plan data
The plan data badge no longer shows a 1969 date on state exchange snapshots. It now reads Snapshot data.
Life document types and the illustration prompt
Life documents have their own categories: Illustration, Application copy, Issued policy, Replacement form, and Recap. IUL policies with an illustration date ask for the illustration in the policy Documents section until one is attached.
Call scripts on the dialer
Admins write a script per lead vendor or call type under Settings, Call scripts, with a live preview of what agents see. On a call, Script on the call bar opens the matching script in a side panel below the dialer strip, so call controls stay in reach. One script can be the agency default, and a clearly marked sample final expense script is there to try the panel before your own wording is ready.
Bold or italic merge tokens in emails and packet pages
Click a token in a Branded email or a client packet page and it gets a blue ring. Bold or Italic, or Command B and Command I, then format the value the member sees, so the carrier name or coverage amount can stand out. A token added while Bold or Italic is on keeps that style, and bold tokens look heavier in the editor so you can tell at a glance.
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Client packets only deliver with packet messages, and the link adds itself
Email and text message templates now have Used for: Any message, or Client packet delivery. A packet template only lists published Client packet delivery messages, with Edit message and New delivery email or text right next to each pick, and Quick Send and workflows leave those messages out. Packet tokens only show on delivery messages, and when the private page is on and a delivery message leaves out Packet link, the link is added at the end. Packets that cannot send as saved, for example one still pointing at App invite text, show Needs attention with the reason. Editing an email whose button or link uses a merge token, such as the Application Summary email, no longer breaks the link in the branded editor, and system message templates get Restore default.
Adding merge tokens works from the keyboard and stays at your cursor
Type two opening curly braces in a message body, subject, text or Custom HTML field and the token list now opens right at the cursor and moves with it when the panel scrolls. Arrow keys move the highlight, Enter or Tab adds the token instead of starting a new line, and Escape closes only the list. Clicking a token adds it too, where before the click could land on nothing. Insert token opens with the search box ready: type, press Enter for the top match, or arrow into the list.
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Quote final expense, term and IUL live from the Life policy
Add policy, then Life, now has Find a plan. It opens a full width quote with the client, a health interview and coverage on the left and plans on the right, so you never scroll to reach the plans. Answer the knockout list with one click, add conditions and medications from one search box, and plans narrow to Likely eligible, Check follow up, or Likely ineligible per screening. Change the face amount and prices update instantly as estimates, then confirm live. Select fills carrier, plan, face, premium and the life details, Remove puts the form back exactly, and the quote run is linked to the saved policy. Agencies turn this on once their CSG Actuarial key is set up; until then Life is entered by hand.
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Members get an app invite text when a Life policy is sold
When a Life policy moves from Quoted to Sold, the member gets one text with your App Store and Google Play links, so they can see their policy, documents and ID cards in the member app. It only goes out while the member app is on for your agency, and never to members who already use the app, got an invite in the last 30 days, have no mobile number, or have not agreed to texts. Each skip is noted on the policy activity with the reason. Turn it off under Agency settings, Agency profile, Member app and portal. The words live in the App invite text message template.
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Client packets, the Life Application Summary, and one Templates and sending area
Agency Settings now groups Messages, Client packets, Signature documents, Quick Send and Workflows under Templates and sending, and each page says its job in one line. Client packets are documents a member keeps for their records with no signature: build one from merge tokens or uploaded PDFs, pick the email and text that deliver it, and choose whether the private page asks for a code. On Life, the policy card shows Summary not sent until you choose Send summary and mark sold, which previews the email, text and PDF, sends on every channel the member can get, and moves the policy to Sold. Edit the carrier, plan, coverage, premium or dates afterwards and the card says Summary out of date. Send packet also sits on the member Quick send menu next to Send message and Request signature.
Agents stop at Sold; back office owns the rest
Once a policy is sold, agents see it as Sold everywhere: the member page, the policies list, search and the dashboard. Underwriting outcomes, issue and in force dates, delivery, lapses, carrier flags and commission are left out for them, and the Policies in force tile reads Policies sold. Life agents mark it sold by sending the Application Summary after the call, and back office records the carrier submission. Back office and owners see the full trail, and a custom role can get it with See policies after the sale. Plan finder now requires Access plan finder. Life, Medicare and Supplemental cards no longer read $0 per month when the net premium was never filled.
See your member app and portal status in Agency settings
Agency settings, Agency profile now shows a Member app and portal card: whether your members can use the member app and the customer portal, the App Store, Google Play and portal links they get, and the merge tokens that carry those links in email, SMS and in app templates. The member app is an add on that QualityQuotes turns on for your agency; the portal stays on unless QualityQuotes turns it off. The card is read only. While the app is off, members are not offered store links and alert messages point them to the portal instead.
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eSign CC recipients get their emails, and phone signing walks you field by field
CC on an envelope or template now sends. CC recipients get a note when the envelope goes out and the signed packet once every party has signed, including on policy signatures and bulk sends. On a phone, the signer gets a bar that takes them to each spot that needs them, shows a zoomed view of it, and opens the signature pad or input in one tap, then moves to the next. One document envelopes open straight into the document, and a signer with nothing to sign is told so instead of seeing a finished ring.
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Each product line follows its own policy stages
Life, Medicare and Supplemental now follow how they are really sold: the agent submits on the call and chooses Record submission, which moves the policy straight to the carrier stage. Stages read in each line's words, such as Life Underwriting and Approved or Medicare Confirmed, on the member page, policy lists, search and history. The back office board uses work-named columns (Ready to submit, With the carrier, Approved, In force), shows Life face amount and draft day on cards, and asks back office to confirm the first draft cleared before a Life policy goes in force. ACA is unchanged.
Faster beneficiary entry and no lost policies on Esc
Date of birth pickers now have month and year dropdowns, so you can jump straight to a birth year. Beneficiary phone numbers format as you type and share fields take a percent from 0 to 100. Pressing Esc, clicking outside, or closing the add policy panel with unsaved changes now asks before discarding them. The small chip next to a field explains on hover that the document you send prints it, and reads On doc on Medicare, Life and Supplemental where the document is optional. Save and send for signature no longer refuses to save when a document field is empty: the send dialog asks for it instead. Optional values such as Quote ID can be typed right in the send dialog, and links that fix a missing value open in a new tab so the dialog stays open.
eSign templates know which policy they are for
Each eSign template now has a policy type: Health coverage, Medicare, Life, Supplemental, or General. Auto-fill in the template builder lists only the fields for that type. The send dialog on a policy only offers templates for that policy's type, plus General ones, and no longer picks the first template in the list when none matches, so a life policy can no longer open on the ACA consent. Save and send for signature now always opens the send dialog so you pick the template and send it yourself. Only Health coverage (ACA) is marked sold by a signature now. Medicare, Life and Supplemental policies get a Mark as sold button, and signing their documents no longer changes the stage.
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Floor boards wear your agency branding
A floor board now shows your agency wordmark and builds its colours from Branding. Branding gains an optional accent colour for bests, the pace marker, and confetti. Colours are adjusted so they read on a dark or light wall, and a change reaches running TVs within a few seconds. Each board has a Use agency branding switch. The ticker reads in plain words, each sale celebrates once, and a sale claimed on a call shows in the ticker without taking over the screen.
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Race sounds on the floor board
The TV board now has sound. A car passes when the screen changes, a sale opens with a team radio and cannon pops, a best day adds a purple chime, a new leader gets a radio call, and hitting the daily goal brings horns and a crowd. Click the screen once to let the browser play sound. The corner speaker button mutes it, and ?sound=0 keeps a wall silent.
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My profile for every seat, and no more agent phone dead end
Every user can now edit their own first name, last name, phone, NPN, and photo from My profile in the account menu or sidebar, no User Management access needed. Email and role stay admin managed. When an eSign template needs the agent phone and none is on file, the send dialog lets you type it for that send and save it to your profile.
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A floor board that celebrates sales and the daily goal
The TV board opens dark, with Standings as the home screen and Live floor, Top two, and the podium as short breaks. A team goal bar with an hour of shift pace marker and an activity ticker run on every screen. Each new sale takes the wall for about six seconds with the agent's place, name, and confetti, and crossing the daily goal puts every agent's name up once per shift. Colours and logo follow the brand.
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Workflows for CSR tickets, to the customer or the team
Workflows can now start from a CSR ticket: created, assigned, status changed, or an attachment added, filtered by ticket group. Templates gain ticket fields such as the ticket number, title, description, assignee, and attachment names. Send to picks the customer, the member's agent, the person who raised the ticket, or the assignee, by email or in-app. Email actions can attach the ticket's documents, up to 10 files and 15 MB.
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Workflows that fire on flags, and a history for every back office move
Policy workflows can now wait for a stage move from a specific stage, or only when certain flags are still open. Active to Inactive with Payment Issue flagged is one trigger. New Flag added and Flag cleared events fire from Flag issue, status edits, and eSign, with Flag and Policy stage filters. On the back office board, each card has a Stage and flag history with who moved it, their role, the reason, and the IP, device, and session. Transition log lists every move, flag, and workflow run on the board, filterable by stage, flag, member, and date.
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A sidebar sorted by job, and Access denied instead of a bounce
The sidebar now runs Workspace, Calling, Operations, Admin, then You, and drops any section a role cannot open. Dialing is now Campaigns, next to the Dialer. Agency Settings splits into Agency, Calling, Messaging, and Security and logs. A link to a module outside your role now shows Access denied with a way back, instead of quietly sending you to the dashboard. Roles and Permissions lists grants in the same order as the sidebar and adds Manage statuses and dispositions.
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Dialing screens for campaigns, lists, DNC, and the member timeline
Dialing in the sidebar opens campaigns and lists, with dial statuses, calling windows, attempt caps, list resets, and Preview mode for working one lead at a time. Statuses and dispositions gains a flags matrix and the codes the dialer sets. Do not call lists and Webhooks sit in Agency settings. Manual dials now check DNC and the member's calling hours first, and a DNC disposition asks for a confirm at wrap up. Members shows lead status, last contact, attempts, next callback, and source, and each member gets a Timeline tab and a Dialing and lists panel. Supervisors get a Floor view, a Call log, and Reports. These screens run on preview data saved in your browser until the dialer backend ships. Automatic dialing, server side DNC enforcement, webhook delivery, and live campaign numbers arrive with it.
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Broker how-to guides open without a sign-in
26 Help Center guides on members, quoting, plan comparison, APTC and SLCSP, policy stages, and eSign now open for anyone at the same /help links. Dialer, roles, audit, and agency admin guides still need a sign-in, and the changelog marks every entry whose link does.
Vendor posts land in Members, with a post log per vendor
A record a lead vendor posts now creates the member, or attaches to the member with the same phone, so it shows up in Members and global search before the transfer connects. The post response returns the short member id. Each vendor has its own page with delivery health, integration URLs, and a post log that links to every member. The public vendor status link now loads on any device, and global search matches full names and phone numbers in any format.
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A faster, clearer public site
The public site has a new look, with serif headlines and a lighter homepage that paints its headline without waiting on scripts. Pages load faster on phones, the cookie notice no longer covers the page, and every calculator and comparison page shows when it was last updated.
Life policy fields and consent checks from your document
Life policies carry product type, underwriting, owner, delivery, and rider fields by type, so a final expense policy never shows IUL cap rates. The policy card and Save and send for signature check what your mapped consent document prints, and signed policies move to Sold even with no CRM tab open. Free look days can be set once per product line.
Household help you can send on a call
A public hub at Household help covers portal sign in, ID cards, documents, and billing owner, plus plain language ACA, Medicare, life, and supplemental topics. Send that URL to a household. Broker Help Center stays signed in.
Report issue from failed screens
Load failures on lists, dashboard cards, and Agency settings show Report issue. The report attaches request ids and breadcrumbs for platform ops. Contact support remains for account and how-to questions.
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Owner role lock and permission search
Roles and permissions search by name or key. The agency Owner role keeps every grant on and locked. Agencies provisioned from the platform admin panel assign Owner to the owner email.
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Help Center rebuilt for mid-call jobs
Help now opens with I need to… tasks, covers SMS consent, policy stages, dispositions, and call failures, and blocks new pages from shipping without a coverage map. Agents can say whether an article helped without leaving the page.
Remove phone numbers from inventory
Agency Settings Phone numbers adds Remove number in the row menu. Confirm clears the assignment and soft-deletes the DID from inventory. Carrier release stays with Telantix later.
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Call outcomes, callbacks, and member call history
Agency Settings Dispositions configure colour-coded wrap-up outcomes. Book callbacks inline at wrap-up. The dialer bar badge and Callbacks page show what is due with one-click dial. Member records add a Calls tab and last contacted.
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Sales floor TV board
Dashboard Floor board opens the demo at /tv/demo. Agency Settings Floor boards issue a one time QR link per screen. Last seen shows whether the wall is still running.
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Tab jumps field to field on member dates
Date of birth and other typed dates on member Contact no longer use the browser calendar chip, so Tab moves to the next field. Clear, copy, and info controls next to fields stay out of Tab order.
Keypad digits, lead vendor panel, and form Tab order
The in-call keypad shows keys pressed. Add and Update lead vendor open as a right side panel. Marked offline blocks the page until Okay. Tab skips field info buttons so the next text field shows a caret.
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Workflow triggers for documents and notes
Policy workflows can fire when a policy-linked document or note is created, updated, or deleted. Note triggers support optional Category, Type, and CSR group filters so internal notes stay separate from customer facing sends.
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Agent Ready, pause tracking, and user detail
Ready and pause sync to the server with inactivity auto-unready. Agency Settings adds Agent presence defaults. User Management opens a detail page with Activity, Members, Policies, Roles, and Logs.
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User doodle avatars and photo upload
Users can change their own profile photo from the account menu (upload or doodle). Camera and Photo open an Adjust step to pan and zoom before upload. Admins can also set photos on Add / Edit user and on the user detail Details tab.
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Lead vendors API and Phone numbers settings
Lead vendors save to the server with full identity, tone, DID, billing, and agents. Agency Settings adds Phone numbers for inventory and assign, with Telantix search and buy coming later.
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Agency workflows builder
Agency Settings now includes Workflows: a React Flow builder for one trigger and ordered template sends, plus Run History and workflows read/write permissions. Activity can show a Workflow badge when the backend logs a system run.
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Delivered and opened on member Activity
Quick Send still writes a Send row when you confirm. After Resend reports delivered or an open pixel, Activity adds those rows. Bounce and fail show as their own events. SMS never claims opened.
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Remove merge tokens in Custom HTML
Click in the HTML, then Insert token. The token lands at the caret. Backspace on a blue chip removes the whole {{token}} in compact and full screen.
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Two agency logos and branded member email
Agency branding now has a wide wordmark for email and PDF headers and a square icon for in-app and push. Login OTP, document requests, eSign, and other member emails use that chrome when it is saved. Missing files keep the product mark.
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Templates layout and Quick Send menu
Templates puts channel filter, layout, and New template on one row. New template is a channel grid: Email, SMS, then In-app notifications. Agency Quick Send is its own Agency Settings page with menu order.
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In-app template preview on iPhone and Pixel
In-app templates preview the notification bubble on cropped iPhone and Pixel frames. Title and body update as you type. The icon is the agency logo from Branding.
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Agency branding and Custom HTML on email templates
Email templates now preview with the agency logo, brand color, and footer from Agency branding. Search tokens or type two opening curly braces to insert one. Custom HTML edits the full document with a live preview.
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Compact floating dialer chip
The collapsed dialer is now a small phone chip. Drag anywhere on the chip to park it, click to open the panel. The wide Dialer pill is gone so it stays out of the way on a live call.
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Communication templates and Quick Send
Agency Settings now has Templates for Email, SMS, and in-app member messages. Publish templates, bundle them into Quick Send actions, and send from the member record. SMS needs opt in on the member. Email opens are labeled Opened (pixel). SMS never claims opened.
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Notifications inbox with search and dates
Notifications in the sidebar is a full inbox. Search title and body, filter unread or received dates, and page through older alerts. The header bell still shows the latest 15, with a View all link.
Policies list with custom field columns
Policies in the sidebar opens an agency list with Table and Cards layouts, like Members and Quotes. Search, filter, and sort live in the URL. Column hide and order stay in this browser. Agency custom fields can be columns. A row or card opens the member policy slide over.
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Global Search finds envelopes, templates, and products
Agency Settings admins can search envelopes by uuid or ENV code, templates by name, e-sign PDF file names, and supplemental products from ⌘K / Ctrl+K. Results open the matching Agency Settings screen.
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Signed packet email after every party signs
When an envelope is fully signed, every signer gets an email with View signed PDF and View audit trail. Both links open a public page where client and agent can view or download the final files.
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Agent signing count is the e-sign fields only
Auto-filled consent overlays no longer count as the agent's unfinished fields. The envelope list and All signers row show the signature (and any other boxes the agent must fill), not every catalog token printed on the page.
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Consent fields can show to every signer
Template text boxes now include All parties, so auto-filled policy and member values appear for the customer and the agent. Solid backgrounds have a color picker so the overlay can match a cream PDF page instead of sitting as a white box.
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Consent forms fill from the policy, not hand typed boxes
eSign templates now bind fields to catalog tokens. Send shows what will print, collects any remaining details, and saves those answers on the policy for the next send. Add an NPN on new users so consent documents print a producer number next to the signature.
Agency API logs with safe request previews
Agency Settings now includes API logs: inbound CRM API calls and outbound CMS or Covered California calls for your agency book. Filter by path, direction, method, status, and date. Row details can show sanitized request and response previews when ops enables capture. Credentials still show type and last four characters only.
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Live policy eSign with audit trail
Send, remind, resend, and void signature requests from the policy slide over against real eSign envelopes. Status updates live while you stay on the call. The audit trail shows delivery, views, signer progress, and signatures. Signed PDFs and certificates land on the policy documents list.
E-Sign moves into Agency Settings
Folders, envelopes, and templates now live under Agency Settings → E-Sign. Create and edit flows stay in the CRM shell. The old top-level Turbo Sign nav and /turbo-sign routes are removed.
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Pop the dialer onto a second monitor
Agents can open the dialer preview in its own browser window from Dialer placement or the Pop out control, then drag that window to a second screen. Widen the window for a Calls history left rail and keypad plus Ready controls on the right. The CRM keeps Open window and Bring back controls while the dialer is popped out.
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Floating dialer workflow preview
Agents with dialer access can move a compact call panel around the CRM, enter a number, and test incoming, queue, active, and ended call layouts. Incoming preview rotates through fictional callers, and Answer now opens the existing member for that phone or creates a lightweight phone-first member before routing to detail.
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In-app notifications for CSR, shares, and eSign
A bell in the CRM header shows unread alerts for CSR tickets, share plan selections, and signed eSign requests. Click an alert to open the linked member, quote, or CSR queue.
Member documents, requests, and insurance card
Upload and delete member files, capture insurance card front and back, request documents that wait on the customer app, and attach files from notes or policies. Customer uploads show IP and app version when those fields are present.
Audited sensitive fields and login history
SSN and other sensitive member fields stay masked until you reveal them with a reason. Member Activity shows mutations, views, and reveals with IP and browser. Agency Login History and My activity give owners and agents a compliance trail.
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State Marketplace coverage map and enrollment routing
Plan Finder and Create Quote show marketplace type banners for SBM and SBM-FP states. Snapshot badges mark annual plan data. SBM enrollment opens the state exchange with a confirmation step. Public /coverage lists all 51 jurisdictions. Ops can trigger CMS PUF syncs at /admin/system/plan-data-sources.
Demo-gated access replaces public signup
New agencies request a walkthrough at /request-demo. The /sign-up route redirects there, and Request a Demo CTAs open that page even when a browser still has a signed-in session.
Request a guided CRM walkthrough
Choose a preferred call time, share your agency details, and send the request from one page. The team confirms availability by email.
Share live quote links with members
Send a private quote link by email from quote detail. Customers open in one click from the first email or enter a backup code. Agents see share history, view counts, and monthly usage.
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CMS Phase 4: coverage preview, carriers, and state guides
Public coverage preview by ZIP, a carrier directory with detail pages, state marketplace guides, an Open Enrollment site banner, and a CMS data freshness line in the footer.
Enrollment validation on Create Quote Step 4
CMS dry-runs the enrollment payload before the household opens Healthcare.gov. Blocking errors link back to intake fields. Warnings are non-blocking. Handoff opens login in a new tab.
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Medical profile follows the full quote flow
Doctors, prescriptions, and health conditions persist from the member record into Create Quote. Add conditions in the member dialog; they sync after save and surface on Step 3 plan cards.
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Provider and drug coverage chips on quote preview
Step 3 plan cards and detail tabs show in-network doctor counts and formulary status per plan. Chips refresh when the medical profile changes.
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Health conditions on member profiles
Brokers tag member conditions during intake or on the member medical tab. Plans with carrier disease management programs surface matching chips and rank higher in the scoring function.
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Medicaid eligibility warning before plan search
When household income looks Medicaid or CHIP eligible, a banner warns before quoting Marketplace plans. Runs on Create Quote Step 2 and Plan Finder.
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Market summary panel on plan search
Aggregate plan counts, premium range, metal tiers, and carriers in the rating area. Shown on Create Quote Step 3 and Plan Finder after the first search.
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Provider in-network check on plan cards
Named doctors from the member profile are checked against each plan network. Cards show how many providers are in network with per-doctor detail on the plan view.
Drug formulary coverage on plan cards
Prescriptions saved on the member profile are checked against each plan formulary. Cards show tier and prior-auth status per drug.
Disease management program chips
Plans with carrier disease management programs show labeled chips when member conditions match. Visible on plan cards and in the ranker weighting.
Catastrophic plans toggle
Brokers can include catastrophic Marketplace plans in search results after hardship confirmation. Available on Create Quote Step 3 and Plan Finder.
CMS star ratings on plan cards
Quality ratings from CMS plan data render on plan list cards and detail headers when the filing includes QRS scores.
SBC cost scenarios on plan detail
Summary of Benefits and Coverage data powers illustrative cost scenarios on plan detail and in the compare view when two or more plans are selected.
Carrier appointments filter plan search
Agencies record which carriers they are appointed with per state. Plans from non-appointed carriers are suppressed automatically in Create Quote and Plan Finder. CSV bulk import supported.
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APTC and CSR override for power users
Collapsed Advanced section on Create Quote Step 2 lets brokers model alternate subsidy amounts or CSR variants. Includes legal disclaimer before override fields unlock.
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ICHRA affordability calculator
Public calculator tests whether an employer ICHRA offer is affordable under ACA rules and what APTC eligibility looks like if the employee declines.
ACA glossary launches with 18 broker terms
Programmatic glossary pages for APTC, SLCSP, CSR, SEP, ICHRA, and other acronyms brokers quote daily. Each entry includes FAQ schema and links to related field notes.
Broker research hub ships
Curated research studies and data references at /research with structured metadata for crawlers and broker lookup during compliance conversations.
RSS feed exposes AI summary namespace
Field Notes RSS now includes qq:summary elements for intro, key points, and closer text. Digest workers can consume summaries without scraping post bodies.
Homepage Resources grid ships
Ten high value pages linked from the homepage hero region to push PageRank into calculators, alternatives, and methodology.
Date range filters on members and quotes lists
List pages support preset and custom date ranges on created-at and renewal fields. Filters persist in the URL for shareable filtered views.
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Dashboard global search
Search members, quotes, and plan IDs from the dashboard header. Results group by entity type with tab filters and deep links into detail routes.
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Activity logs on member and quote detail
Timeline of quote edits, status changes, and member updates on detail pages. Helps agencies audit who changed what before renewal season.
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Branded quote PDF export
One-click PDF from Create Quote Step 3 and quote detail. Includes selected plans, subsidy math, and agency contact block. Download or share via email.
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Side-by-side plan compare
Compare up to four plans on premium, deductible, MOOP, and network fit in a dedicated compare view from quote detail.
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Sitemap lastModified uses real revision dates
XML sitemap entries now read from a PAGE_REVISIONS map instead of build time noise. Crawlers get accurate freshness signals per URL.
Summarize with AI on every field note
Hand written ArticleSummary exports power a sidebar button that types a broker ready summary with a realistic render effect.
In-app help center
Broker workflow articles at /help covering create quote, members, plan finder, carrier appointments, and troubleshooting. Searchable from the app shell.
Plan ranker ships on live CMS data
Weighted scoring ranks Marketplace plans by household inputs. Suggestions require broker review before member delivery.
SLCSP and APTC calculators go live
Standalone subsidy calculators pull CMS plan data and published IRS tables. Brokers run benchmarks without leaving the browser.
Plan Finder with Create Quote handoff
Anonymous ZIP and household lookup at /plan-finder. Brokers can open a saved search in Create Quote Step 2 without re-entering intake.
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Author profiles with Person schema
Product Team author page ships with credentialed bylines, sameAs links, and authorProfileJsonLd for E-E-A-T.
llms.txt and RSS syndication
Machine readable site index at /llms.txt and editorial RSS at /field-notes/feed.xml auto derive from the content registry.
Field Notes editorial hub launches
Broker focused articles at /field-notes with category pills, ItemList JSON-LD, and FAQ schema on every post.
Create Quote wizard ships
Three-step flow for member intake, subsidy optimization, and plan preview on live CMS Marketplace data. Quotes save to the CRM for reopen and PDF export.
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Members and quotes CRM
Household records with doctors, drugs, notes, and documents. Saved quotes reopen for edit, PDF export, and compare.
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Agency settings and profile
Agency legal name, contact card, and branding inputs at /settings/manage. Profile data flows into PDF exports and quote headers.
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