All Feedback

There is already BCC functionality in the workflows/actions. It would be great if there was also a CC option for the secondary email address. (Or an alternate way to include secondary email addresses on emails)

Today I entered the new plan info into a medicare renewal lead in the lead center. Once it was converted back to an individual the policy info does not show up anywhere except in notes to tel me a new policy was written by the carriers name. It wo...

Currently putting a policy as pending with an effective date of 1/1, will the policy "flip" to active on 1/1/2024 or will I have to go back in and make those all active on 1/1? If so, that would be a great enhancement.

In the product details tab, when entering the network, it would be nice to have the ability to make the word a link that leads to the provider search tool. for example, if I am entering the Broad network for Aetna be able to add the link to the wo...

when you click on exit dialer it automatically calls. the last client that you called.

Creating the Lead from an existing Individual is a handy new feature. If we could get the ability to create a list and import a mass Individual list that could be updated in one pass through to create lead lists out of sold Individuals that would ...

We would like the lead source that is populated on the sales record / lead to auto-populate as the lead source after we have successfully converted that lead to an individual record / client. As of right now, the lead source after converting to cl...

In the assign agent field: The drop down list is all users active and inactive. My first thought is it would be nice if only active users showed. More specific if we could just have the Sales Agents show that would be best. Maybe filtered based on...

As part of some feedback for the devs, if it is possible to assign user groups so that we can update user settings en masse sometime in the future that would be ideal! We have a good deal of 1099 agents and as we add new lead sources/lists it will...

In AB I am unable to attach a document to my email correspondents in the group setting such as sending an email based on policy.