Here is a summary of the changes made in the month of February:
New - Advanced & Saved Search
For Individuals, Policies, Groups
Advanced & Saved Search is a new feature to help you find and keep what you need. Search using combined search criteria and custom fields. Save your advanced searches to use again and again. Use your saved searches to create custom lists to track individuals—such as recent leads, upcoming birthdays, individuals by type, and more.
For additional details, check out our articles on Searching.
We made a few updates to our API. For full documentation, check out the API help articles.
- New field of Agent Type was added to the API
- The ability to retrieve the create and update date on Individuals.
- Expanded Policy Search method now includes Servicing Agent ID, Holder ID, and Holder Type.