- New States: VT, ME & NH
- PA bug fix relating to partial export of mod history
- Added agency info to database (available in Business Details & Policy Info) – This data comes from FL & VT – so these states will have the most coverage. It has been applied to over 25,000 records through multi-state operations
- Fixed export bug preventing incomplete downloads (parameters remain the same)
- Added the ‘Quoting’ flag to the saved dropdown menu for a list view option.
- Improved Contact handling & fixed bugs affecting flagged accounts
- Improved name lookup
- Added report summaries for Health & Retirement plan