In June, we added a new import for updating Agent Contracts and added Sales Records to our Connecture integration.
6/17/2024 - New import for updating Agent Contracts
6/3/2024 - Connecture Integration updated to support Sales Records
6/17/2024 - New import for updating Agent Contracts
New Agent Contracts Update Import
With this new import, you can quickly update existing Agent Contracts from carrier files. Learn more.
6/3/2024 - Connecture Integration updated to support Sales Records
Send Sales Records to Connecture
With this update, you can send Sales Records to PlanCompare and PlanCompare Edge by Connecture for quoting and enrollment.