September 2023 - 2FA + Updated Plan Evaluation

Here's your monthly update for September 2023.  In addition to minor fixes and updates we've launched a few new upgrades:

- Two Factor Authentication added on new login, new browser and once a month, a new login process with a simple auto generated code to your email.

- On login also, group switching pop up will appear automatically to ensure users navigate to the correct group right away.  A default group can now be customized by each advisory firm.

- Group Status (Client / Prospect) added to Group Profile Page

- On Lead Generation - “Role” and “Convert” added to leads list.  Role is from the employer sign up and Convert will show a check mark once a lead clicks on upload and uploads their plan, thereby converting them to a full group on your platform.  You'll get a notification email for a new lead and another for the conversion and upload successfully completed.

- Overall Bar Score which compares a group vs their group profile only, Group Size, Industry and Region.

- All new Plan Evaluation summary page design featuring an outline of Bar Score, Total Insights, Solution Matches, Quotes and access to Benchmarking Dashboard

Reorganized Bar Score Dashboard with new Overall Bar Score and detailed Bar Score ranking: National, Industry, Region, Size

Priority Insights Toggle provides access to all insights, search and category filters

Plan Evaluation Page and Benchmarking Dashboard available in English and French just selected your preferred language from the Profile setting