March 26, 2021
General
- Minor Bugs Fixed, Search Re-Indexed and UI Formatting Adjustments
- Improved Responsive Design
- Security Upgrades, Enhanced Encryption and Advanced Password Management
CloudAdvisor / MGA Platform
- Notification added for users about "New Instant Quote" available in Solution Marketplace
- Add Site Wide Search Functionality to Homepage, now search for Groups (Group Listing), Reports (Manage Reports) AND/OR Solutions from the Solution Marketplace
- Added Commissions tab to reveal Standard Included Commission for Instant Quotes
- "Quotes" page shortcut added to homepage
- Minor Updates and Adjustments to CALEB Insights
CloudProvider
- Functionality to Add / Edit Provider Contacts to appear on Advisor "Provider Contacts" directory.
- Added ability to restrict Instant Quotes based on Minimum and Maximum group sizes
- Added ability to modify standard included commissions
- Added ability to create Flat Rate Solutions
- Added ability to create 1 year or 2 year Instant Quote contract options
- Restriction created for only 1 product OR 1 service keyword. For additional keywords please add to description or purchase related tags to boost solutions in search.
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