https://unlockedcrm.ai/assets/ProductUpdates-DEKW2dK8.js

1import{r as p,j as e,S as k,u as I,N as P,B as m,b as y,C,F as S,L as M}from"./index-B4yPwh20.js";import{SectionCTA as T}from"./SectionCTA-CccMcRmZ.js";import{R as L}from"./RelatedFeatures-C6FwlEGZ.js";import{R}from"./rss-BE1VUxDC.js";const s=[{date:"2026-10-01",feature:"Quoting Through AI Tools And The API",category:"Quoting",impact:"Run live quotes from Claude, ChatGPT, ChatGPT dots, Grok, Grok Bots, Muse AI, or the unLocked API. Quote Life and Final Expense, Medicare Advantage, Supplement and Part D, ACA and private health, and ancillary lines, save the quote to the client record, and send it to the client. Starting the application from a quote is coming soon. Included on Pro and Max."},{date:"2026-09-30",feature:"Ancillary Quoter",category:"Quoting",impact:"Quote five supplemental lines from one client profile: Cancer, Heart Attack & Stroke (CHAS), Dental/Vision/Hearing, Home Health Care, Hospital Indemnity, and Short Term Care. Compare carriers side by side, send quotes by text and email in one click, and save them next to the client's primary policy. Included on Core, Pro, and Max."},{date:"2026-09-30",feature:"Contact Fill Chrome Extension",category:"Enrollment",impact:"Contact Fill puts the CRM contact beside the enrollment form and fills confidently matched details in one click. It works with HealthSherpa Medicare, HealthSherpa ACA, IntegrityCONNECT, SunFire, ConnectureDRX, carrier sites, lead forms, and standard web forms. Uncertain fields stay blank for review, and the agent always submits the form. Included on Core, Pro, and Max."},{date:"2026-10-01",feature:"Claude Integration",category:"Integrations",impact:"Claude now connects to unLocked CRM on Pro and Max. Ask about leads, clients, policies, commissions, tasks, and appointments from live CRM data, run live quotes, save them to client records, and create or update records in plain English — with per-record-type permissions you control."},{date:"2026-10-01",feature:"ChatGPT Dots Integration",category:"Integrations",impact:"Dots — OpenAI's always-on AI agents — now connect to unLocked CRM on Pro and Max. Reach your dot in ChatGPT, Slack, or Teams, including voice calls, and it works your book 24/7: it reads your CRM data, creates and updates records, sends texts and emails, moves pipeline stages, and enrolls contacts in workflows, bringing you finished work for approval."},{date:"2026-09-30",feature:"Muse AI Integration",category:"Integrations",impact:"Muse — Meta's personal AI agent — now connects to unLocked CRM on Pro and Max. Message Muse a job in the Muse app or WhatsApp and it works your book in the background: it reads your CRM data, creates and updates records, sends texts and emails, moves pipeline stages, and enrolls contacts in workflows, with approval checkpoints you set."},{date:"2026-09",feature:"Grok Bots Integration",category:"Integrations",impact:"Grok Bots — AI teammates that work in the background — now connect to unLocked CRM on Pro and Max. A Bot does everything the Grok chat connection does, plus it can send texts and emails, move pipeline stages, and enroll contacts in workflows. Give a Bot a job in plain English, run it on a schedule, and it keeps its context between sessions and checks in when something needs your approval."},{date:"2026-09",feature:"Grok Integration",category:"Integrations",impact:"Connect Grok to unLocked CRM on Pro and Max. Grok can look up leads, clients, policies, commissions, tasks, appointments, communications, pipelines, and Agent AI data, create and update records, log activities, and add or remove contact tags. Access is set per record type when you connect."},{date:"2026-09",feature:"HealthSherpa ACA Integration Is Live",category:"Integrations",impact:"HealthSherpa ACA now joins HealthSherpa Medicare. Quote ACA Marketplace plans in unLocked and click Enroll to push the household into HealthSherpa, or start in HealthSherpa and let enrollment status, plan details, and confirmations sync back to the contact."},{date:"2026-09",feature:"ChatGPT Integration",category:"Integrations",impact:"Connect ChatGPT to unLocked CRM on Pro and Max. ChatGPT can list, search, and open leads, clients, ACA leads, policies, commissions, tasks, appointments, activities, communications, pipelines, opportunities, workflows, email campaigns, webhooks, and Agent AI call logs, scripts and campaigns. It can create and update leads, clients, policies, tasks, appointments, opportunities, Agent AI scripts and campaigns, and webhooks, log activities and communications, and add or remove contact tags. Access is set per record type when you connect."},{date:"2026-09",feature:"Medicare Quote Links",category:"Medicare",impact:"Every agent now has a personal Medicare quote link to send to 

1someone who wants to look before they talk. The client sees live Medicare Advantage, Supplement and Part D rates for their own county — nothing is signed, so there is no Permission to Contact and no Scope of Appointment in this flow. A Part D-only shopper is never asked their age or gender, doctors and prescriptions are collected on the way through and wait on the contact, and your booking link and phone number sit under the plans on the results screen. Email, SMS and social message templates are included. Send the Medicare intake link instead when you need signatures on file."},{date:"2026-09",feature:"ACA Marketplace Intake Links (Beta)",category:"ACA",impact:"Every agent now has a personal ACA Marketplace intake link under ACA Marketplace → Intake Link. Send it instead of a first phone call: the client fills in who they are, their household, income and address, and prescriptions with dosages, doctors, hospitals, and pharmacy — then signs a Permission to Contact and a Consent for Agent Assistance, ready for your counter-signature. No prices are shown; the link collects, it does not quote. Every step after the first can be skipped, partial submissions still reach you, and message templates for Open Enrollment, life events, and renewal checks are included."},{date:"2026-09",feature:"Read-only Record Pages",category:"Product",impact:"Turn on Read-only record pages under Settings → My Team (members tab) and contact, policy, and commission records open locked as plain text, so nothing changes by accident while you copy a policy number over the phone. An Edit button at the top opens the full form with its own Save and Cancel, so a change only happens when someone intends it."},{date:"2026-09",feature:"Charts on Grouped Reports",category:"Reporting",impact:"Tick Chart on a grouped report and it draws itself in whichever of four types fits: horizontal bars (the default, best for long names like carriers and agents), vertical columns for short category sets like Status or Metal Tier, a donut for share of book across three to six groups, and a line for trend over time when you group by a date field."},{date:"2026-09",feature:"Report Grouping With Totals",category:"Reporting",impact:"Group by Carrier, Assigned Agent, Status, Coverage Type, or a custom field and total up Premium, Face Amount, Benefit Amount, Cash Value, or any numeric custom field. Three tiles show total records, the summed field, and distinct group count; a totals table gives one row per group plus a grand total, ordered by highest first. Export details or export summary, and totals are calculated across the entire result set, not just the rows on screen."},{date:"2026-09",feature:"Report Folders, Sharing, and Favorites",category:"Reporting",impact:"Saved reports now behave like a library. The left rail filters to Recent, Created by Me, Private, Public, or All with live counts; reports file into folders from the ⋯ menu, and deleting a folder leaves its reports unfiled. Sharing with the team is one switch with helper text on who will see it. Reports and folders can both be starred, stars are per user, and you can search by name or description and sort by last opened, last modified, date created, or name."},{date:"2026-09",feature:"Forms: Real Signatures, Emailed Copies, and 7-Day Edit Links",category:"Product",impact:"Submissions now show the signature the customer actually drew and replay the whole form exactly as they saw it, including multi-step forms with their step headings. SOA files in a contact's Files tab open and read inline instead of downloading. Every submission emails both the customer and the agency, and the customer's copy carries an Edit your response button live for 7 days; edits send an Updated Form Submission email to both sides, and the edit link can be switched off per form."},{date:"2026-09",feature:"Agency Carrier and Product Dropdown Lists",category:"Product",impact:"Under Settings → Agency Carrier Rules → Policy dropdown lists, each product line (ACA, MAPD, Med Supp, PDP, Life, Dental/Vision) gets its own companies and products list. Type what you actually write and it saves instantly, replacing the built-in list. The full list stays behind Show all carriers, removed values collapse into a line you can restore in one click, policies keep a carrier you have since removed, and empty lines keep showing everything."},{date:"2026-09",feature:"Customizable Policy Record Layout",category:"Product",impact:"Shape the policy record around how y

1our team works, agency-wide. Hide any card you do not use from its ⋯ menu and bring it back from the hidden cards pill at the bottom, drag cards into any order by the handle in the left gutter, and reorder the fields inside a card so the two you check every time sit at the top."},{date:"2026-09",feature:"Customizable Add Policy Form",category:"Product",impact:"Open Add Policy, pick a coverage type, and hit Rearrange to drag Policy Details fields into the order your team works in. Fields from Primary Information, Coverage Details, Important Dates, or Medicare & Health can be moved in from their ⋯ menu, with Move back if you change your mind. Drops save immediately, it is set per product so ACA does not disturb MAPD or Life, and everyone in the agency fills in the same form."},{date:"2026-09",feature:"Medicare Intake Link",category:"Medicare",impact:"Every agent now has a personal intake link to send instead of a first phone call. Clients fill in their details, Medicare card, doctors, and prescriptions — and sign the Permission to Contact and Scope of Appointment — so you open the contact ready to quote. Partial submissions still reach you."},{date:"2026-09",feature:"One-click Keap migration",category:"Migration",impact:"Connect your Keap (Infusionsoft) account and unLocked imports contacts, tags, custom fields, pipelines, and forms automatically. Campaigns come across flagged for review, so nothing goes live until you approve it."},{date:"2026-09",feature:"ACA Marketplace quoting now covers on- and off-exchange plans",category:"Quoting",impact:"The ACA quoter returns Marketplace plans with the estimated subsidy applied alongside off-exchange private health plans from the same screen, so clients outside open enrollment or above the subsidy line still see options."},{date:"2026-09",feature:"Contact Assist — create contacts faster with AI",category:"AI Tools",impact:"A new AI helper on the Create Contact screen. Type or paste a block of text, or upload a screenshot or PDF, and Contact Assist fills in the fields for your review before anything is saved."},{date:"2026-09",feature:"Policies: Coverage Type → Carrier → Product Name now narrow each other",category:"Product",impact:"Picking a coverage type filters the carrier list, and picking a carrier filters the product names, so policy entry offers only combinations that exist."},{date:"2026-09",feature:"Disposition notes now appear on the contact Notes tab",category:"Product",impact:"Notes written when dispositioning a call are saved to the contact's Notes tab, so the whole history reads in one place."},{date:"2026-09",feature:"Address Autocomplete",category:"Product",impact:"Address fields suggest and complete addresses as you type, cutting typos and keeping city, state, and ZIP consistent across records."},{date:"2026-09",feature:"Manage contact tags through the Public API",category:"Platform",impact:"Tags can be added to and removed from contacts programmatically, so external systems and integrations can keep segmentation in sync."},{date:"2026-09",feature:"Power Dialer immediate double-dial and larger sessions",category:"Product",impact:"Redial a contact immediately after a no-answer, and run longer dialing sessions without stopping to reload the list."},{date:"2026-09",feature:"Agent AI saves call details into your custom contact fields",category:"AI Tools",impact:"Details captured on an Agent AI call are written into the custom fields you choose, so outcomes land on the record instead of a transcript."},{date:"2026-09",feature:"Sign SOA forms while booking an appointment",category:"Product",impact:"Prospects can complete a Scope of Appointment as part of booking, so the 48-hour rule is handled before the meeting is on the calendar."},{date:"2026-09",feature:"Rename saved documents in a contact's Documents section",category:"Product",impact:"Uploaded and generated files can be renamed in place, so a contact's document list uses names the agent recognizes."},{date:"2026-09",feature:"Life Insurance Quote Link for client self-quoting",category:"Product",impact:"Agents can share one branded link — in ads, texts, or emails — where clients quote themselves in four steps and see real rates from 113 life carriers. Every completed quote creates a CRM lead with the quote attached."},{date:"2026-09",feature:"8x8 integration is now live",category:"Platform",impact:"8x8 calling and texting connect to client records. The integration is out of beta and can be enabled from the integrations page."},{date:"2026-09",feature:"Bulk contact requests now pick the right AI route automatically",category:"AI Tools",impact:"Asking unLocked AI to act on many contacts at once now routes the request to the correct tool without spelling out which one."},{date:"2026-09",feature:"Pick a saved email template when emailing a contact",category:"Product",impact:"Compose from the contact record and choose any saved template instead of writing the same email again."},{date:"2026-09",feature:"Scope of Appointment right inside your booking links",category:"Product",impact:"Booking links can require an SOA during scheduling, so Medicare appointments arrive with the form already signed."},{date:"2026-09",feature:"Clear Send feedback so messages never go out twice",category:"Product",impact:"Sending now shows an unmistakable confirmation state, remov

1ing the second click that used to duplicate a message."},{date:"2026-09",feature:"Email and SMS attachments save straight to contact Documents",category:"Product",impact:"Files sent or received by email and text are filed under the contact's Documents automatically."},{date:"2026-09",feature:"Request to Port over a phone number from the support center",category:"Platform",impact:"Start a number port from the support center instead of opening a separate ticket."},{date:"2026-09",feature:"1-click RingCentral integration",category:"Platform",impact:"Connect RingCentral to unLocked in a single step so calls and texts flow into client records."},{date:"2026-08",feature:"Clone a policy for renewal",category:"Product",impact:"Create the renewal policy from the existing one with its details carried over, then adjust only what changed."},{date:"2026-08",feature:"Reason required when a policy goes Inactive",category:"Product",impact:"Setting a policy to Inactive now asks for a reason, so lapse and cancellation reporting has the data behind it."},{date:"2026-08",feature:"Duplicate active policies blocked",category:"Product",impact:"The system stops a second active policy with the same carrier, product, and policy number from being created."},{date:"2026-08",feature:"Last Contacted now looks after itself",category:"Product",impact:"The Last Contacted date updates from calls, texts, and emails on its own instead of relying on manual edits."},{date:"2026-08",feature:"One-click campaign removal from the contact record",category:"Product",impact:"Remove a contact from a campaign directly from their record 

1instead of going through the campaign itself."},{date:"2026-08",feature:'"Before Your Call" now pulls from your contact and call notes',category:"AI Tools",impact:"The pre-call briefing includes the contact's notes and previous call notes, not only field data."},{date:"2026-08",feature:"Outgoing Message Queue is now live",category:"Product",impact:"Outbound messages queue and send in order, with visibility into what is pending."},{date:"2026-08",feature:"Dynamic appointment-based wait options for workflow automation",category:"Product",impact:"Workflows can wait relative to an appointment time, for example a reminder a set number of hours before the meeting."},{date:"2026-08",feature:"AI auto-map fields and required-field validation for Policy Import",category:"AI Tools",impact:"Policy imports map columns to fields automatically and flag missing required values before the import runs."},{date:"2026-08",feature:"Imported lead data can now create and apply tags automatically",category:"Product",impact:"A column in the import file can create tags and apply them to each imported lead."},{date:"2026-08",feature:"Advanced birthday and age filtering on Contacts",category:"Product",impact:"Filter contacts by birthday ranges and age bands, useful for T65 outreach and birthday campaigns."},{date:"2026-08",feature:"See what's next for a contact's automations",category:"Product",impact:"A contact's record shows the upcoming steps in every automation they are enrolled in."},{date:"2026-08",feature:"New tools added to unLocked AI",category:"AI Tools",impact:"Additional tools expand what unLocked AI can run from a chat or voice instruction."},{date:"2026-08",feature:"Today's Activity is now on the dashboard",category:"Product",impact:"A dashboard panel lists the day's calls, messages, and tasks."},{date:"2026-08",feature:"Filter enrollments by reason, and bulk remove them",category:"Product",impact:"Automation enrollments can be filtered by how the contact entered, and removed in bulk."},{date:"2026-08",feature:"Send people to your own page after booking",category:"Product",impact:"Booking links can redirect to a page you choose once the appointment is confirmed."},{date:"2026-08",feature:"Break times inside your bookable hours",category:"Product",impact:"Block breaks within a day's availability so bookings cannot land on them."},{date:"2026-08",feature:"IMO & FMO workspace in the side rail",category:"Product",impact:"The IMO/FMO module has its own entry in the side rail for hierarchy, overrides, and downline views."},{date:"2026-08",feature:"Access Levels are now live in Settings",category:"Platform",impact:"Role-based access levels control what each user can see and do across the workspace."},{date:"2026-08",feature:"Duplicate Agent AI campaigns in one click",category:"AI Tools",impact:"Copy an existing Agent AI campaign, including its script and settings, as the starting point for a new one."},{date:"2026-08",feature:"Request a BAA right from the Support Center",category:"Platform",impact:"Request a Business Associate Agreement from the support center without a separate email thread."},{date:"2026-08",feature:"Teach unLocked AI your prospects' pain points",category:"AI Tools",impact:"Give unLocked AI the objections and pain points you hear most so its drafts and follow-ups reflect them."},{date:"2026-08",feature:"unLocked AI can now scan your inbox and calendar",category:"AI Tools",impact:"unLocked AI reads your connected inbox and calendar to build context for follow-ups and scheduling."},{date:"2026-08",feature:"unLocked AI can now create custom fields for you",category:"AI Tools",impact:"Ask for a new custom field in plain language and unLocked AI creates it with the right type."},{date:"2026-08",feature:"Major Commission+ UI & UX updates coming soon",category:"Product",impact:"A preview announcement of the Commission+ redesign, ahead of the individual commission and policy page updates that followed."},{date:"2026-08",feature:"Unlocked AI now adapts to what you sell",category:"AI Tools",impact:"unLocked AI tailors its suggestions to the product lines active in your workspace."},{date:"2026-08",feature:"New Updates!",category:"Product",impact:"A round-up of smaller fixes and refinements shipped across the platform."},{date:"2026-08",feature:"Commission+ is now in the side rail",category:"Product",impact:"Commission+ moves into the main side rail so commission tracking is one click from anywhere."},{date:"2026-08",feature:"Add Selected Contacts to Power Dialer",category:"Product",impact:"Select contacts from any list view and push them straight into a Power Dialer session."},{date:"2026-08",feature:"Automatically Populate Last Activity During Contact Import",category:"Product",impact:"Imports set each contact's Last Activity from the file so imported records do not all look untouched."},{date:"2026-08",feature:"Inbound calls open the client automatically",category:"Product",impact:"When a known number calls in, the client's record opens as the call connects."},{date:"2026-08",feature:"Client Receipts",category:"Product",impact:"Generate receipts for client payments and keep them on the contact record."},{date:"2026-08",feature:"Multiple availability lists per user",category:"Product",impact:"Each user can keep more than one availability schedule and attach different ones to different booking links."},{date:"2026-08",feature:"unLocked AI Tools — 118 tested and completed tools",category:"AI Tools",impact:"unLocked AI's tool library reaches 118 tools, each tested end to end, covering quoting, calling, texting, commissions, reporting, and workflows."},{date:"2026-08",feature:"AI Automation Builder is now 3.5x faster",category:"AI Tools",impact:"Building automations from a description completes about three and a half times faster than before."},{date:"2026-08",feature:"Power Dialer now has built-in contact filtering",category:"Product",impact:"Filter the dialing list by contact attributes inside the Power Dialer instead of preparing a list elsewhere."},{date:"2026-08",feature:"Closed Lost opportunities now stay visible in their stages",category:"Product",impact:"Lost opportunities remain in the pipeline stage where they were lost so the funnel reads accurately."},{date:"2026-08",feature:"Agent AI Campaigns get full editing, archive, and delete",category:"AI Tools",impact:"Agent AI campaigns can be edited after creation, archived when finished, or deleted."}

1,{date:"2026-08",feature:"AI Voice Agents now support 10,000+ voice clonings",category:"AI Tools",impact:"The Agent AI voice library expands to more than 10,000 voices alongside your own cloned voice."},{date:"2026-08",feature:"Contacts page now filters by Lead, Active Client, and Archived Client",category:"Product",impact:"Three lifecycle filters split the contact list by where each person is in the relationship."},{date:"2026-08",feature:"Workflows can now update contact fields",category:"Product",impact:"An automation step can write a value to any contact field, standard or custom."},{date:"2026-08",feature:"Edit contact details without leaving the Power Dialer",category:"Product",impact:"Update fields on the contact while the dialer session continues."},{date:"2026-08",feature:"Tag leads on more than five field values in one automation",category:"Product",impact:"A single automation can apply tags based on more than five field conditions."},{date:"2026-08",feature:"Number Validation is now live",category:"Product",impact:"Phone numbers are validated on entry and import so bad numbers are caught before a campaign runs."},{date:"2026-08",feature:"Customer Replied triggers can now understand intent",category:"AI Tools",impact:"Reply triggers can branch on what the customer meant, not only that a reply arrived."},{date:"2026-08",feature:"Individual commission pages now show the full picture",category:"Product",impact:"A commission's page brings together the policy, statement, expected and received amounts, and history."},{date:"2026-08",feature:"Individual policy pages now put the full story in one place",category:"Product",impact:"A policy's page gathers coverage, documents, commissions, and activity together."},{date:"2026-08",feature:"SOA forms now remember your latest agent signature",category:"Product",impact:"The agent signature used on the last SOA is pre-filled on the next one."},{date:"2026-08",feature:"Automations page has a fresh new look",category:"Product",impact:"The Automations list is redesigned for scanning status, triggers, and enrollment counts."},{date:"2026-07",feature:"Automation Builder has a fresh new look",category:"Product",impact:"The builder canvas and step panels are redesigned for clarity when workflows grow long."},{date:"2026-07",feature:"Life insurance now has its own place in the side rail",category:"Product",impact:"Life quoting and case work get a dedicated side-rail entry."},{date:"2026-07",feature:"White-label URLs for booking, forms, quotes, and client portal",category:"Platform",impact:"Booking links, forms, quote pages, and the client portal can run on your own domain."},{date:"2026-07",feature:"AI Voice Agent Multilingual Detection",category:"AI Tools",impact:"Agent AI detects the language a contact speaks and continues the call in it."},{date:"2026-07",feature:"Automation builder now supports two-finger scrolling",category:"Product",impact:"Trackpad two-finger scrolling pans the builder canvas."},{date:"2026-07",feature:"Report a bug without leaving your chat",category:"Platform",impact:"Bug reports can be filed from the in-app chat with the page context attached."},{date:"2026-07",feature:"Exact Match filters now support multiple values",category:"Product",impact:"An exact-match filter can list several values and match any of them."},{date:"2026-07",feature:"Drag and rearrange your contact page layout",category:"Product",impact:"Sections on the contact record can be dragged into the order you prefer."},{date:"2026-07",feature:"Support Center, Help Center, and Training are now one place",category:"Platform",impact:"Support, documentation, and training live in a single center."},{date:"2026-07",feature:"Create and track support tickets right from the support widget",category:"Platform",impact:"Open a ticket and follow its status from the support widget."},{date:"2026-07",feature:"A smarter Notifications panel, and way more of them",category:"Product",impact:"The notifications panel groups and prioritizes alerts, and more events now generate one."},{date:"2026-07",feature:"Policy Analyzer reports are now cleaner and easier to read",category:"AI Tools",impact:"AI Policy Analyzer output is reformatted for readability when shared with clients."},{date:"2026-07",feature:"Bulk Re-enroll is now in Automations",category:"Product",impact:"Re-enroll a selection of contacts into an automation in one action."},{date:"2026-07",feature:"Custom Column Mapping for CSVs can now be saved as Templates",category:"Product",impact:"Save a column mapping once and reuse it for future imports from the same source."},{date:"2026-07",feature:"AI Quoters are now simpler and cleaner",category:"AI Tools",impact:"The AI quoting screens are streamlined with fewer steps to a result."},{date:"2026-07",feature:"Power Dialer now runs in a side panel",category:"Product",impact:"The dialer runs in a side panel so the rest of the CRM stays usable during a session."},{date:"2026-07",feature:"New Automation Action: Internal Notification",category:"Product",impact:"An automation step can notify a user or team inside the app."},{date:"2026-07",feature:"New Automation Action: Go-To",category:"Product",impact:"An automation step can jump to another step, enabling loops and branches."},{date:"2026-07",feature:"Life Quote AI & Underwrite AI are now seamlessly connected",category:"AI Tools",impact:"A life quote can hand off to Underwrite AI with the case details carried over."},{date:"2026-07",feature:"Life Quote AI — a huge upgrade",category:"AI Tools",impact:"A major release of Life Quote AI covering quoting flow, carrier coverage, and results presentation."},{date:"2026-07",feature:"Improved Power Dialer Interface",category:"Product",impact:"The dialer interface is refreshed for faster call handling."},{date:"2026-07",feature:"New carriers added to Underwrite AI",category:"AI Tools",impact:"Underwrite AI's carrier lineup grows with additional underwriting guides."},{date:"2026-07",feature:"New carriers added to Life Quote AI",category:"AI Tools",impact:"Additional carriers are available in Life Quote AI results."},{date:"2026-07",feature:"New carriers added to the Life Insurance Quoter",category:"Product",impact:"The life quoter returns additional carriers and products."},{date:"2026-07",feature:"New Agent AI interface",category:"AI Tools",impact:"Agent AI's campaign and call screens are redesigned."},{date:"2026-07",feature:"Underwrite AI is now conversational",category:"AI Tools",impact:"Ask Underwrite AI questions about a case in plain language instead of filling a form."},{date:"2026-07",feature:"unLocked AI Insights",category:"AI Tools",impact:"unLocked AI surfaces observations about your book, pipeline, and activity."},{date:"2026-07",feature:"Customize your own menu",category:"Product",impact:"Reorder and hide side-rail items to match how you work."},{date:"2026-07",feature:"Updated menu layout",category:"Product",impact:"The side-rail menu is regrouped by CRM, Tools, and Business."},{date:"2026-06",feature:"Voice OS chip at the bottom of the page",category:"AI Tools",impact:"A persistent chip shows Voice OS status and gives one-tap access to hands-free control."},{date:"2026-06",feature:"Voice OS permissions in unLocked AI and Settings",category:"AI Tools",impact:"Control what Voice OS is allowed to do, per user, from unLocked AI and Settings."},{date:"2026-06",feature:"AI permissions in unLocked AI and Settings",category:"AI Tools",impact:"Set which actions unLocked AI may take on its own and which need confirmation."},{date:"2026-06",feature:"Improved Medicare Hub",category:"Product",impact:"The Medicare hub is reorganized around quoting, enrollment, and compliance tasks."},{date:"2026-06",feature:"Improved ACA Marketplace",category:"Product",impact:"The ACA Marketplace screens are refined for plan comparison and enrollment hand-off."},{date:"2026-06",feature:"Updated policies interface",category:"Product",impact:"The policies list and detail views are redesigned."},{date:"2026-06",feature:"Updated commissions interface",category:"Product",impact:"The commissions views are redesigned ahead of the Commission+ side-rail move."},{date:"2026-06",feature:"New Contacts page layout",category:"Product",impact:"The contacts list gets a new layout with clearer filters and columns."}

1,{date:"2026-06",feature:"Updated individual contact layout",category:"Product",impact:"The contact record is reorganized so activity, policies, and documents are easier to reach."},{date:"2026-03-23",version:"3.4.0",feature:"Family Tree — Financial Impact Analysis",category:"Product",impact:"New 'Financial Impact' tab alongside the tree view. 'What Happens If...' scenarios show clients exactly what their family loses if an income earner passes away. Coverage ratio tracking compares current life insurance against industry-recommended 10x income. Editable income per member with auto-fill from contact data. Household summary cards showing total income, life coverage, earner count, and coverage ratio. Downloadable Financial Impact PDF with impact scenarios, recommendations, and agency branding. Benefit amount tracking on policies for accurate calculations."},{date:"2026-03-23",version:"3.3.0",feature:"Annual Reviews for Medicare",category:"Product",impact:"Professional, client-ready Annual Review PDF reports featuring real client data (vitals, active policies, coverage gaps), year-over-year CMS Medicare cost comparisons using official 2026 figures (Part A deductibles, Part B premiums), coverage gap identification across Life, Health, Dental, Vision, Disability, and LTC, color-coded renewal urgency tracking, and Family Financial Impact integration flowing household analysis into the review."},{date:"2026-03-20",version:"3.2.0",feature:"Plan Document Access — SOB & EOC Integration",category:"Product",impact:"Agents can now access Summary of Benefits and Evidence of Coverage documents directly from the quoting workflow. Medicare Advantage plans feature auto-generated links via contract/plan ID. Medigap, Hospital Indemnity, and DVH support drag-and-drop upload with auto-tagging by carrier, plan type, and plan name. Document Vault enhanced with dedicated SOB/EOC filters."},{date:"2026-03-18",version:"3.1.0",feature:"Direct Carrier Application Links — All Product Lines",category:"Product",impact:"Every quote across MA, Medigap, Hospital Indemnity, and DVH now includes 'Apply with Carrier' deep links or 'Find Carrier Application' targeted search fallback — available in quote results, plan preview, plan comparison, and AI quote views."},{date:"2026-03-15",version:"3.0.0",feature:"Remote SOA Signing",category:"Product",impact:"Agents can now send Scope of Appointment forms for remote electronic signature via secure 7-day links. Includes automated agent notification for counter-signing and auto-filing of completed PDFs to Document Vault."},{date:"2026-03-10",version:"2.9.0",feature:"Retirement Income OS — Product Comparison Engine",category:"Product",impact:"Added sequence-of-returns risk modeling across RILA, Growth FIA, Income FIA, and direct market exposure using real S&P 500 return sequences from 1998, 2000, and 2008. Visual client-ready comparisons showing total income, remaining balance, and depletion age."},{date:"2026-02-14",version:"2.8.0",feature:"Insurance Definitions Knowledge Base",category:"Content & SEO",impact:"Added 14 neutral, factual insurance product definitions (IUL, GUL, MYGA, SPIA, FIA, RILA, Medicare Advantage, Medigap, ACA, Final Expense, Mortgage Protection, Hospital Indemnity, DVH, Private Health) with Schema.org markup for AI discoverability."},{date:"2026-02-14",version:"2.7.0",feature:"Technical Architecture Page",category:"Platform & Trust",impact:"Published public architecture reference covering multi-tenant isolation, RLS, edge functions, OAuth/PKCE, webhook security, and AI cost controls — increasing enterprise buyer confidence."},{date:"2026-02-14",version:"2.6.0",feature:"Structured Case Studies",category:"Content & SEO",impact:"Added 6 retrieval-optimized case studies with Problem/Context/System/Workflow/Outcome/Metrics structure across all personas and key modules."},{date:"2026-02-13",version:"2.5.0",feature:"AI Model Alignment Page",category:"AI Discoverability",impact:"Created /for-ai-systems with structured product definitions, terminology glossary, architecture reference, and anti-hallucination corrections for LLM accuracy."},{date:"2026-02-13",version:"2.4.0",feature:"LLM Discovery Files (llm.txt / llms.txt)",category:"AI Discoverability",impact:"Published structured AI ingestion files with company metadata, module definitions, differentiators, and canonical links for AI crawlers."},{date:"2026-02-10",version:"2.3.0",feature:"AI Summary Block & Schema Reinforcement",category:"AI Discoverability",impact:"Added hidden AI Summary Block with SoftwareApplication schema, FAQ JSON-LD, and 7-layer signal stack for consistent AI representation."}

1,{date:"2026-02-05",version:"2.2.0",feature:"Autonomous CRM Page",category:"Product",impact:"Launched dedicated Autonomous CRM page with Tesla-inspired manifesto, natural language command examples, and 3-pillar architecture visualization."},{date:"2026-01-28",version:"2.1.0",feature:"AI Quoting Suite — Multi-Line Natural Language Quoting",category:"AI Tools",impact:"Released industry-first natural language quoting interface supporting all 8 product lines with AI-powered carrier recommendations. Pro Plan feature."},{date:"2026-01-20",version:"2.0.0",feature:"Commission+ Tracking — 332 Carrier Data Feeds",category:"Product",impact:"Launched automated commission ingestion with reconciliation, split tracking, and discrepancy detection across 332 carrier feeds."},{date:"2026-01-15",version:"1.9.0",feature:"Agent AI — Insurance Agent Avatar",category:"AI Tools",impact:"Deployed AI voice/chat agent with insurance knowledge injection, 50+ objection playbooks, product-specific scripts, and contact context injection."},{date:"2026-01-10",version:"1.8.0",feature:"AI Policy Analyzer",category:"AI Tools",impact:"Released AI-powered policy document extraction and analysis for c

1overage gap identification and cross-sell opportunity detection."},{date:"2026-01-05",version:"1.7.0",feature:"License Auto-Sync",category:"Product",impact:"Launched automatic license synchronization with state licensing databases — real-time tracking of active licenses, renewal dates, and appointment statuses."},{date:"2025-12-20",version:"1.6.0",feature:"AI Lead Scoring & Insights",category:"AI Tools",impact:"Deployed predictive lead scoring using behavioral, demographic, and engagement signals with AI-generated next-best-action recommendations."},{date:"2025-12-10",version:"1.5.0",feature:"Carrier Integrations — 940 Carriers",category:"Platform",impact:"Expanded carrier quoting integrations to 940 across Life, Annuity, Medicare, and Health product lines."},{date:"2025-12-01",version:"1.4.0",feature:"AI Recruiting Tools",category:"AI Tools",impact:"Launched AI-powered agent recruitment pipeline with candidate scoring, automated outreach sequences, and contracting workflow automation."},{date:"2025-11-15",version:"1.3.0",feature:"Campaigns & Automations Engine",category:"Product",impact:"Released drip campaigns, trigger-based automations, and visual workflow builder for lead nurturing and client retention."},{date:"2025-11-01",version:"1.2.0",feature:"AI Underwriting Analysis",category:"AI Tools",impact:"Deployed AI-assisted underwriting risk assessment using carrier guidelines for life and annuity applications."},{date:"2025-10-15",version:"1.1.0",feature:"Multi-Channel Communication (Call, Text, Email)",category:"Product",impact:"Integrated built-in calling with recording, SMS, and email — all auto-logged to contact records with full conversation history."},{date:"2025-10-01",version:"1.0.0",feature:"unLocked CRM Platform Launch",category:"Platform",impact:"Initial release of the AI CRM for insurance agents with contacts, pipelines, quoting engines for 8 product lines, policy tracking, and documents/e-apps."}],h=[{label:"In progress",note:"Being built 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