Changelog

Members table rows stay one line when a member has alerts

On the Members table, DNC, SMS off and open CSR pills used to wrap under the member's name, which made that row taller than the rest and pushed the name onto two lines. The name and its alerts now sit on one line. A long name is shortened with an ellipsis, and hovering it shows the full name. Cards layout is unchanged.

A call ending never locks or loses the Add member form

If a call ended while you were filling in Add member, the wrap up screen covered the page and the form could not be used, and Discard threw the member away. Now wrap up waits under the form: save the member, then pick the disposition. If you do discard by mistake, a message offers Restore what you typed for 20 seconds and brings the form back as it was.

Do not call list tabs switch instantly

Switching between DNC numbers, Filter groups, Check a number, Litigation scrub and Scrub settings used to wait for the server before the tab changed. Tabs now switch at once, and a tab you already opened keeps its place and data when you come back to it. Links to a tab still open it directly.

Litigation scrub: check numbers against the TCPA litigator list

Do not call lists has two new tabs. Scrub settings shows whether checks are running (it waits for the litigator list provider's API key first), lets you block federal or state DNC numbers too, set how often a number is checked again, and choose what happens when a check fails before a dial or on a vendor lead. Scrub existing book checks your members and list leads in the background. Litigation scrub logs every check with what asked for it, the answer and what happened, with filters, a detail panel, Check a number and Export CSV. A number on the litigator list goes on your agency DNC list, vendor posts and pings for it are refused with the reason litigator, and an inbound call from one shows a red Known TCPA litigator banner on the call bar. The scrub helps reduce risk; final compliance decisions rest with your agency.

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Transcripts of transferred calls show every line

When a call was transferred, the second part of its transcript counted its lines from the start again, so the call details could skip or repeat lines. Each line is now kept by its own id, so both parts show in order.

Call timer and buffer countdown keep real time

The call timer counted one second per tick, and browsers slow ticks in background tabs, so the timer and the buffer countdown could fall behind and then jump about 9 seconds when another tab caught them up. Both now read the time since the call connected, in every tab, so the countdown never shows time that has already passed. Logged talk time uses the same clock.

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New versions never drop your call

After an update, a tab still on the old version could reload when you opened a page during a call, ask Leave site, and hang up if you left. QuoteTurbo now notices a new version, offers Reload between calls, and while you are on a call opens pages in a new tab so the call stays connected.

Call log: filter by lead vendor and pick your columns

Call log has a Vendor filter that shows the calls that came in on one lead vendor's number or from one of its posted leads, the same calls that show that vendor in the Vendor column. Agents still see only their own calls. Columns above the table lets you add List, Answered, Ended, Wait, Wrap time, Switch result, How it ended, Machine detection, Member state, Dial guard, Transcript, Listen in or Notes, hide what you do not use and drag to reorder. The usual eleven columns stay the default and your choice is saved in this browser.

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Death benefit and a Columns chooser on Policies sold

Policies sold on the Sales page now shows each Life policy's death benefit next to annual premium, in the table, the cards and the policy panel. A Columns button, the same one Members and Policies use, adds policy number, IDs, coverage dates, subsidy, deductible, out of pocket max, Life details and more, in any order; your choice is saved in this browser. Death benefit sorts like premium. Face amounts typed with a dollar sign or commas now come through in the export too.

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Archive one member from Members or the member page

Members you do not want in your book (a duplicate, a test record, a contact nobody should work) can now be archived one at a time: Archive member in a row's menu on Members, or under More actions on the member page. You confirm first, nothing is deleted, and the member and their policies leave Members, the counts, Sales and the TV board until someone restores them from Archived. An archived member's page shows an Archived tag and offers Restore member. Owners and Back Office can archive by default; owners can give agents the permission through a custom role.

Copy a member's name in one click

Click the member's name at the top of the member page, or Tab to it and press Enter, to copy the full name for a carrier portal or an email. A message confirms the copy.

Call log no longer files calls under the last member you opened

A call whose member was not known when it started (an inbound call from a new number, or a number typed on the keypad) was saved under whichever member you last had open, so Call log and that member's timeline showed calls that were not theirs. Calls now carry only the member they belong to: the one you dialed from, the campaign lead, or the member you open during the call.

Buffer countdown on lead vendor calls

Calls from a lead vendor billed per call over a buffer now count the buffer down next to the call timer and on the call screen, from the moment the call connects. It uses the buffer seconds already set on the vendor, turns amber in the last 15 seconds and says Buffer over briefly when it ends. Vendors billed per connected call show nothing.

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Redial works while paused or in After call work

Redial on the wrap up screen, and in Recent calls, used to say Go ready first whenever you were paused, which with Wrap up on was after every call. Now the phone line connects for that one call and you stay paused, so no queue calls ring you. The line goes back down when the call ends.

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Commissions and payroll inside Sales

Sales has a new Commissions tab. Back office sees every sold policy whose first draft or effective date has arrived in Drafted, records what the carrier paid (agent payout and, if known, what the agency received) with the day it was paid, and corrects or voids entries with a reason; nothing is overwritten. Payroll adds it up per agent one week at a time with the pay date and a CSV export. Agents open Commissions in the sidebar to see what they earned on policies they sold, never the agency's amount. Week start, pay day and whether agents see their own are agency settings, Monday, Friday and on by default.

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AI usage: what the assistant cost and who asked what

Owners get Agency settings, AI usage: the assistant's cost for any date range against the period before, tokens by kind, cost per question, a daily trend, each person's usage, and every question anyone asked with its cost and result. Questions that ask for passwords, keys, the assistant's internals, ways around access or bulk personal data are flagged for review; nothing is blocked. Export to CSV. Cost is worked out from each answer's tokens at the vendor's list price. Other roles can be given See AI usage.

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AI assistant in the header

A new assistant button next to the bell, with the product mark, opens an assistant that answers questions about your sales, calls, policies, leads, callbacks and tasks with numbers, tables and charts, and how to questions ("how do I give an agent access to every policy?", "why are some vendor calls not billable?") with numbered steps that link to the right screen. It only reads data your role can already see and never changes anything; click a row to open the member or policy. Chats are saved, searchable and keep their context. Open it full screen for wide tables. Answers can be wrong, so check a figure before you act on it. Ctrl or Cmd + J opens it from any page.

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Call details show how long the caller waited and how the call ended

Open a call in the Call log and the details now show how long the caller waited before an agent picked up, whether it was answered, missed, unanswered, busy or failed, and how it ended. The numbers come straight from the phone system, so they hold even when an agent's tab closed mid call.

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Today and Yesterday in every date menu

The date menu on Sales, the Dashboard and the lists that filter by date now starts with Today and Yesterday, so today's sales are one click away instead of a custom range.

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Agents stay off the line while they wrap up, and listening keeps you paused

A new Wrap up switch on Settings, Presence pauses an agent as After call work the moment a call ends, so the next call never connects while they are still picking a disposition. Save and go ready puts them back in line, and the Live monitor shows them as Wrap up meanwhile. It is off until an owner turns it on. Listening in on a call from the Live monitor now connects your phone without making you Ready, so you no longer show as Ready or get offered customer calls while you listen.

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A call report, policy numbers in lists, and sale date corrections

Call report in the sidebar shows how many calls each agent took a day, connected and missed calls, average talk and answer time, billable vendor calls and what they cost, with an agent by day grid. Policies and the Sales page now show the carrier policy number and plan type, and the Policies search finds policy numbers. Owners and Back Office can correct the day a policy counts as Sold or Active, and every policy edit shows the old and new value in the member's Activity.

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Member status follows the policy, and test data can be archived

A member is now a Lead until a policy is marked Sold, Converted while its effective date is ahead, Active once that date arrives, and Lapsed or Cancelled when a sold policy stops. Nobody sets it by hand, so the Active count matches the real book. Owners and Back Office can archive test members and policies: they leave Sales, the leaderboard, close rate, Policies, the Members counts and the TV board, and Restore brings them back. The Sales page now says Sold and Active instead of Written and Placed.

Sales page: placed numbers, pipeline and time zone fixes

Placed now counts a policy placed in your range even when it was written months earlier, and Policies sold follows the Written or Placed switch, grouped by the day placed. The pipeline under the projection covers the last 180 days and no longer changes with the dates you pick. Days and times use your agency's time zone, so a sale just after midnight lands on the same day as the chart. When a range holds more than 2,000 policies the list says it shows the newest 2,000. With nothing written last month, the projection ring shows the premium written so far instead of a percent that only tracked the calendar. Each product keeps its own color in the sales mix.

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Pick the columns when you export sales

Export on the Sales page opens a panel with 38 columns in six groups, from policy and member details to premium, subsidy, deductible and Life fields like face amount and underwriting class. Defaults gives the usual 15 and your last pick is remembered. Phone and email are marked as contact details and every export is logged. Hover a bar under a Sales tile for its day, week or month, and the numbers count up as the page loads.

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Sales page in your brand colors, with carrier logos

The Sales page now uses the app's blue and its usual card shapes instead of black. The month projection animates as it fills, and when last month had no sales it fills toward this month's projection instead of sitting empty. Each policy sold, the carrier mix and the policy panel show the carrier's logo, or its initials when no logo is on file. Monthly premiums always show cents.

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A Sales page for owners

Sales in the sidebar shows the annual premium your agency wrote or placed in any date range, how it compares with the period before, and where the month is heading over its working days. Below it: sales by day, week or month, the pace against last month, an agent leaderboard, the product, carrier and state mix, vendor return against what the leads cost, when sales close, and every policy sold grouped by day with export. Owners see it by default; agents only when their role is given View sales reports.

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Line up transcripts with recordings

Settings, Agent presence has a new Call transcripts card with a Recording offset in seconds, 0 by default. If the highlighted transcript line runs ahead of or behind the recording in the call details, set how many seconds into the recording the agent was connected. When the phone system sends the gap for a call, that call uses it instead.

Call transcripts that follow the recording, and call log search

When a recorded call has a transcript, the call details show it as a chat: the customer on the left, the agent on the right, with the time into the call, the disclosure and TPMO checks, and any flags where they happened. Press play and the line being said lights up and scrolls into view; click a line to play from there. Recordings now play inline in the call details and the Calls tab, where they could fail to load before. The Call log has a search box for a member name or phone number and a Transcript filter. Calls on a member's Calls tab open the same details. Reports, Vendor results now shows totals across vendors, each vendor's share of spend and billable rate as bars, sorting by calls, spend, sales or cost per sale, and the vendor with the lowest cost per sale.

A clearer call details panel, and a log of who listened in

Opening a call in the Call log shows a cleaner panel: the outcome and vendor up top, talk time and agent at a glance, the recording, a timeline with how far into the call each step happened, the call details, and the notes. For people who can monitor calls, it also shows who listened, whispered or barged in and for how long, and the list marks those calls. Agents never see this. When a callback is refused because the call came through a vendor's router, wrap up now asks for the caller's own number right there.

A tidier Live monitor on laptops

The Live monitor roster lines up on laptop screens. Each agent's status sits under their name, the call shows who they are talking to with the vendor on one line and the direction, state and last four digits under it, and Listen, Whisper and Barge are small buttons in their own column. Campaigns only show when an agent picked some.

Rename custom roles

Custom roles can now be renamed. Open the role under Roles and Permissions and press Rename next to its name to change the name or description. The permissions and the people on the role stay the same. System roles (Owner, Agent, Back Office) are shared by every agency and stay read only; duplicate one to make your own version.

Callbacks on router calls ask for the number before you save

When a call came through a vendor's call router and the member had no phone of their own, wrap up let you book a callback and then failed on Save with "Add the caller's own number". Wrap up now checks the member's phones first and asks for the caller's own number right away, or you remove the callback and pick another disposition.

Listening in no longer asks for a disposition or turns on your mic

Listening, whispering, or barging on a call opened Add member and a wrap up in your other QuoteTurbo tabs as if the monitoring code were a customer. Every tab now knows it is a monitoring call and leaves it alone. Listen also no longer turns on your microphone, so nothing from your side reaches the call. Whisper and Barge still use the mic, since you talk in those.

Agents get their own call log

Agents now have a Call log under Calling in the sidebar with every call they took or placed: the member's name (click to open the record), the number, the outcome, how long it ran, and the recording to play back when the call was recorded. Agents see only their own calls. Owners keep the whole agency, and Roles has a new See every agent's calls permission for anyone else who should. The Member column now shows the member's name instead of Open member.

Sales against the leads that came in

The dashboard Sales trend can now show sales against new leads. Leads are bars, one per day, and sales stay as the line, each on its own scale. Above the chart you see how many sales came from how many new leads and the close rate for the dates, and hovering a day shows that day's numbers. CSV imports do not count as new leads. Switch to Quotes to compare sales with quotes as before.

Every callback shows on the Callbacks page

The Callbacks page only showed the first 25 callbacks in a tab, so with more than that the newest ones were hidden. It now loads them all, shows how many there are, and lists Missed and Completed newest first.

Listen in on an agent's call

Owners can now listen to an agent's live call from the Live monitor, whisper to the agent without the caller hearing, or join the call. It dials from your own web phone, the dialer bar shows who you are monitoring and lets you switch mode, and every use is logged. It is off until your agency turns it on under Agent presence, Call monitoring.

Callback notifications open the callback, and you choose who gets them

Owners get a Callback overdue notification for every agent's late callback, but opening one showed only their own list, so it looked like there was no callback. The Callbacks page now shows that callback at the top, named by agent and member, even after it turns Missed. A new Missed tab lists callbacks past the grace time, and supervisors can switch the list between Mine and Everyone. Notifications now name the agent and member, and Agent presence has a Callback alerts switch to keep overdue alerts with the agent only.

See how long you have been Ready

The dialer bar now shows a green timer next to Standby with how long you have been Ready since your last call. It starts over when you finish a call or come back from a pause, so you can see how long you wait between calls.

A network blip no longer drops your call

When the dialer's connection blipped during a call, it rebuilt the phone a couple of seconds later and that ended the call without telling the switch, so the caller heard dead air. Now nothing rebuilds, pauses or hands off the line while a call is up: the connection recovers on its own and anything else waits until you hang up. Going Ready in a second tab during a call says to finish the call first instead of taking the line.

Clearer messages when a call or text cannot go out

A call the phone network could not reach no longer says the number is not in service, since a correct number can hit this too: it asks you to check the digits and report it if the number is right. Sending a message that includes a text to a member with no phone now says so before you press send, instead of failing after.

Inbound calls connect through our relay server

Some inbound calls answered with dead air because the caller's audio path could not reach your browser directly. When our relay server is set up, the dialer now answers inbound calls through it, so the audio always has a way through. Outbound calls are unchanged.

Form fills show in the dialer bar

A form fill waiting on you used to float as a card over the top of the page. With the dialer minimized it now sits inside the dialer bar: the Standby spot turns the vendor's color with the lead's name, the time you have left, a thin line that shrinks as time runs out, and Call now. The bar flashes when a new one lands, and Call now, Callbacks and Dialer are the same height.

Live monitor fits your phone

On a phone the live monitor now shows each agent in two short lines, name and timer, then their status, with the call details right under them. Filter tabs with nobody in them step aside, so the bar fits without scrolling, and agents off the dialer take one compact row each. Sidebar labels no longer stick over the page after a tap.

Readable times on the member timeline

Callback events and other timeline entries showed times like 2026-10-20T16:31:48.410Z. They now read like Oct 20, 2026, 12:31 PM in your own time zone, and the details say Scheduled for and Who calls back.

Save and go ready always brings your phone line back

If you paused during a call, the phone line went down after it, and Save and go ready showed you as Ready without reconnecting the line, so no calls came in until you refreshed. Save and go ready now reconnects the line the same way the Ready switch does.

A beep when the caller starts talking

On transfers where the caller joins a few seconds after you connect, a short blip now plays the moment they start talking, so you never miss them. It only plays after a silence, never over a caller who talks right away, and turns off with Ring sound under Agent presence, Inbound calls.

A wrong number says so instead of Call failed

When you dial a number that is not in service, the dialer now says Number not in service and suggests checking it with the customer or wrapping up as Disconnected / invalid, instead of showing Call failed with a Not Found code.

Redial only calls a number that can be called

When a call came from a number that is not a regular US number, Redial dialed a cut down version of it and the phone system answered Not Found. Redial now only appears for a real US number or an internal extension, and otherwise tells you there is nothing to call back.

Customers vendors transfer more than once are no longer blocked

A customer who reached you through a lead vendor several times could look like a vendor's call router, so you could not call them back or save the number they confirmed. Only a real router number, one that brings in many calls, is blocked now. The screen still asks for the caller's own number when a call comes from a shared number.

Steadier phone line between calls, and an end of call beep

Going Ready after a pause no longer signs your phone line in again from scratch, which could cause dead air on the next inbound call. The inbound beep now plays on your headset after a page reload, and a short beep plays when a call ends. Turn both off in Agent presence, Inbound calls, Ring sound.

Your own test number is no longer mistaken for a vendor router

Shared caller ID detection now only counts calls into your lead vendor numbers. A person who calls your direct lines often, like a manager testing, is never treated as a call router, so you can call them back and save their number on a member.

Pass a lead you cannot sell to another agent

On the member page, Pass gives a lead to a colleague who can sell it: pick the agent (licensed agents first), add a reason, confirm. Their callbacks and any open form fill go with it, the lead sits first in the new agent's Next lead until they call it, and the timeline shows who passed it and why. Managers can reassign any lead, or several at once from the Members table. Choose who can pass, whether a reason is required and whether licences are checked in Agent presence, Passing leads.

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A call that never closed no longer keeps an agent busy

If a tab reloaded mid call, the call could stay open on the server, so the agent stopped getting form fills and the Live monitor kept them on a call for hours. The dialer now tells the server when its line is free, and anything left open closes on its own. Those calls then show in Wrap up for a disposition, and Wrap up no longer counts the call you are on.

A page reload can no longer hang up a call without asking

While you are ringing or on a call, refreshing, closing the tab, or a page change right after a QuoteTurbo update now asks you to confirm leaving first. Click Stay and the call carries on. Before, an update could reload the page and drop the caller.

Wrap up never gets stuck on a router call

On a call from a vendor's call router, a callback no longer locks the wrap up until a number is typed. Remove callback is always one click away, a callback uses the member's own phone when a member is linked, and if the callback still cannot be booked the message says how to save.

Every disposition is one click at wrap up

Dispositions are no longer a dropdown you scroll. Every outcome your agency uses shows as a button above the notes, with its colour dot, in category order, so the agent sees the whole list and clicks once. Arrow keys work too. The same buttons show in the call panel, the notes sheet under the top bar, and the pop out call workspace. Agencies with more than 24 dispositions also get a small filter box. Required notes, callbacks and the do not call confirm work as before.

Shared caller IDs no longer open the wrong member, and inbound calls ring

Some vendors route transfers through a call router that shows the same number on every call. Flag the number on the lead vendor (Calls come through a call router), or let QuoteTurbo spot a number seen on 5 or more calls in 7 days, and the call screen asks for the caller's own number instead of opening whoever had the router's number saved. Redial and callbacks use the caller's number, never the router's. Inbound calls now play a short ring, raise a desktop alert in a background tab, and ask for one click when the browser holds the audio. Turn each off in Agent presence, Inbound calls.

The dialer panel gets out of the way

When you are not on a call, click anywhere outside the dialer panel, or press Escape, and it folds back into the top bar, like any other menu. During a call it stays open so the dialer is always in view.

A calmer Live monitor

The Live monitor is now a short summary (calls now, longest call, next up and who follows, who is on the dialer) over one list of every agent with their status, timer and call. The inbound line is numbered #1, #2, #3, long pauses turn amber then red, and a tap on a count filters the list.

A lead someone already called stays with them

Once anyone calls a vendor lead, every routing rule keeps it with the agent who called it, so nobody calls a lead a teammate already worked. Change it under Agent presence, Form fill fairness, A lead someone already called.

List leads are shared equally, automatically

Leads that go onto agents' lists (after hours or nobody took them in time) now go to whoever got the fewest today, and if one agent ends up ahead, their newest uncalled leads move to whoever has the fewest. No manager steps needed. Set the window and the gap in Agent presence, Form fill fairness.

Redial wrap up no longer errors on callbacks

When you redial a dropped call and book a callback on the next one, the dropped call is now saved with your agency's No answer code instead of reusing the callback disposition, so you no longer see an error after a save that worked. Only one callback is booked.

Quick Send tells you what is missing before you send

If a Quick Send message uses a field that is empty for this member or on your profile, the send screen now lists it and holds Confirm send, instead of failing after you click. A Quick Send action removed in Settings drops off the member menu right away, and picking one that was just removed says so plainly.

Clearer monthly budget rules on Life quotes

The Monthly budget field now shows the lowest budget it quotes ($10 a month for final expense and term) right under the box, and flags a lower amount before any search runs. If carriers still refuse a budget search, the message suggests a higher budget or quoting by face amount.

Agents stay signed in through the shift

Sessions now renew on their own instead of signing agents out every few days, a short network blip no longer signs anyone out, and a dialer that was marked Offline after a server restart comes back on its own.

A live monitor you can read at a glance

The Live monitor is rebuilt as a live floor. A strip at the top shows calls in progress (inbound and outbound), how the floor splits between on a call, waiting, wrap up and paused, the longest call and who is next up. Every live call gets its own card with the agent's photo, inbound or outbound, a running call clock, the member, the caller's state and the vendor. The waiting line reads 1st, 2nd, 3rd in the order the next inbound call is offered, and agents off the dialer fold away until you open them.

Agents keep their place after a dead inbound call

A transfer that drops in a few seconds, or a call wrapped as the new Dead air status, no longer sends the agent to the back of the inbound line. Set the quick drop time, the statuses that count, and how long the place is kept under Agent presence, Inbound line order.

Full underwriting life plans are hidden by default

Life quotes no longer show full underwriting plans (medical exam) unless you ask. After a search, Show full underwriting brings them in, after a quick check that this client really needs one, and Hide puts them away again.

A long pause no longer holds back form fills

One agent left Paused could keep every new form fill waiting. Now a Paused agent only holds fills for a short while (15 minutes by default, set in Agent presence); after that, when nobody assigned is on the dialer, fills go straight onto agents' lists.

Redial from the wrap-up screen

Call dropped or hung up by mistake? The wrap-up screen now has a Redial button that calls the same person straight back, on the same campaign and caller ID, with the usual do not call and calling hours check. The dropped call is saved with the next call's disposition, so you only fill it in once.

Calls that never connect can be dispositioned

Hang up while an outbound call is still ringing, or right as voicemail picks up, and the wrap-up now saves your disposition. The dial counts on the member and on a form fill, instead of the lead looking uncalled. If a wrap-up ever cannot be saved, you now see an error instead of losing it.

Vendor tags open the vendor

Click a lead vendor tag in the Members list or on a member's page to open that vendor's details: posts, calls, billing and who got each lead. Shown as a link to people who can manage lead vendors; everyone else sees the tag as before.

See the leads that came in while you were away

When form fills are put on your list while you are offline (nights and weekends), QuoteTurbo tells you the next time you open it: how many, from which vendors, and the list oldest first so you can start calling. It also lands in your notifications. Admins viewing as an agent see it without marking it seen.

See who got every form fill, and why

A form fill vendor's page now has an Assignment log: every lead it sent, who it went to, when it moved or lost its owner, and why, with how many leads each agent got in the last 7 days. The Post log shows who has each lead, and vendor cards show leads in the last 24 hours and 7 days. After hours, when every assigned agent is offline, form fills now go straight onto their books, taking turns.

Closing the dialer tab takes you offline

Closing or reloading the tab that holds your phone line now takes you offline right away, so calls go to someone who can answer instead of ringing a line that is gone. Pausing turns your line off wherever you pause from, including Save and pause, another tab or the popped out dialer, and a call that still reaches a paused phone is sent back busy.

Life budgets say when they are too low

Quoting Life by monthly budget now starts at $10 a month, $25 for IUL. A $5 budget used to fail with a note to check the age, state and amount. If the carrier rate service still cannot price a budget, the results now say so and suggest a higher budget or quoting by face amount.

Member edits save exactly what you change

Clearing an optional member field, like a middle name, second phone or an ID number, now actually clears it instead of keeping the old value. Saving the Edit member form no longer reassigns the member to whoever saved it. Editing a dependent keeps the household size you set, and adding or removing one moves it by one. Saves no longer fail when you edit several members quickly.

A changed date of birth shows right away

Editing a member's date of birth now shows the new date as soon as it saves. The new date was being saved, but the member page and Life quoting kept showing the old one until a full reload.

Live monitor: who is on which call, in color

Live monitor, its own page 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 QuoteTurbo 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 QuoteTurbo turns on for your agency; the portal stays on unless QuoteTurbo 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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