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2024

Platform Changelog for 2024

31 articles
11.19.2024 - Prescription Drug Update
10.02.2024 - Automated Plan Exits for Certain Carriers
10.01.2024 - 2024/2025 Toggle for Plans in SunFire Feature
10.01.2024 - Add Your Headshot to Your SunFire PURL
09.30.2024 - Scope of Appointments are now connected to Permission to Contact Forms and Needs Assessments!
09.16.2024 - Updated Contact Reporting
09.16.2024 - Scope of Appointments No Longer Require Contact’s Address in order to Send
09.06.2024 - Needs Assessment Survey Filtering (includes AEP Surveys)
09.03.2024 - Prescription and Provider Sections When Adding/Editing a Contact
08.26.2024 - New Needs Assessment
08.26.2024 - Lead Intake Form
08.26.2024 - Bulk Send Scope of Appointment
08.26.2024 - AEP 2025 Features
08.12.2024 - User Management
08.12.2024 - Contact Details Update
07.29.2024 - Policy Card Layout Changes
07-29-2024 - Campaign Opt Out Language Changes
07.02.2024 - Sign Out Button and Settings Changes
07.02.2024 - Sticky Note in Contact Header
06.14.2024 - Client Retention Program Self-Opt-in
06.13.2024 - Carrier Contracts 2025 Status
05.28.2024 - Marketing Materials
05.28.2024 - Linked Completed Permission to Contact Forms
05.15.2024 - Spanish Newsletter - Client Retention Program
04.04.2024 - Agency View for Agency Principals
04.02.2024 - CA License IDs Added to Communications
03-25-2024 - Carrier Contracting Page
03.12.2024 - Spark Call Recording
01.18.2024 - New Spark Help Footer
01.18.2024 - Contact Details and Marketing Page Layout Changes
01.10.2024 - Changes to Dashboard and Reporting