Forward looking roadmap items live on Quality Labs. This page is a dated log of what actually shipped. Statements may change without notice on future releases.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Members and quotes CRM
Household records with doctors, drugs, notes, and documents. Saved quotes reopen for edit, PDF export, and compare.
Agency settings and profile
Agency legal name, contact card, and branding inputs at /settings/manage. Profile data flows into PDF exports and quote headers.
Devkrest