Release Notes: 2025

In December, we released Employee Classes, along with updates that support ACA enrollment, proposal-to-enrollment continuity, and product setup. These changes streamline how you...

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...

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...