2026 Release Notes

August brings a new RetireFlo integration for Medicare agents, accuracy improvements to the Client Snapshot, a full email history on every record, and several workflow fixes and...

This month introduced the HealthSherpa Medicare integration for quoting and enrolling Medicare beneficiaries, along with a new Call Log and AI-generated Call Summaries on Indivi...

June brought AgencyBloc Intelligence to AMS+ for the first time, with the Voicemail Activity Generator and Client Snapshot putting artificial intelligence-powered capabilities d...

This release introduces a dedicated leads experience within Individual Records, along with new reporting and expanded Individual Tags support, making it easier to organize, find...

This month’s releases focused on usability improvements in Email Marketing and SMS, along with fixes to improve data accuracy and system reliability.4/2/2026 New Improved Fixed ...

This month’s releases focused on usability improvements in Email Marketing and SMS, along with fixes to improve data accuracy and system reliability.2/26/2026 New Improved Fixed...