Release Notes: 2025 – Knowledge Base

Release Notes: March 2025
In March, we rolled out a number of improvements to Proposals and the Employee Portal. 3/24/2025 - Proposal & Employee Portal Enhancements Added Agency logo to Proposals Enable...
Release Notes: February 2025
In February, we added a National Producer Number (NPN) field to Broker accounts, removed the Social Security Number (SSN) requirement from Proposals, and moved Employee validati...