Changelog

Release notes for every meaningful update.

October 2026

  • HealthSherpa ACA quoting: connect your agency's own HealthSherpa API key in Integrations, then quote marketplace plans from the client's household (ages, ZIP and income come from the record) or from the new ACA Quick Quote page. Each quote shows estimated monthly savings and the cost-sharing reduction level, and is saved to the household with a reference number. Available on all plans; requires your own HealthSherpa account and API key.
  • HealthSherpa policy status: opening a client's policies can check ACA policy status at HealthSherpa, fill in blank application IDs, policy numbers and effective dates, and flag differences for review. Works once HealthSherpa enables policy-status access for your key.

June 2026

  • Your number, your threads: workspaces now send SMS from their own number, and replies route into the workspace's conversations and household timelines.
  • Phone — My Numbers: see your assigned numbers, per-line minutes, plan slots, and your team's lines; set up call forwarding with a click; request a number change (different area code or toll-free) from the page.
  • Minutes allowance: usage bars on both softphones, with clear prompts to upgrade or pre-pay phone credits when an allowance runs out.
  • Backup Line controls: Agency/Brokerage can enable a second cloud line; it transparently uses one plan number slot.
  • HealthSherpa import: upload your book-of-business CSV and import households, members, and policies — idempotent and re-runnable.
  • Agent slots: plans include a set number of agent slots; choosing an agent as AOR assigns a slot automatically.
  • Marketplace lead preferences (Brokerage): pick the categories you serve to receive geo-routed leads from the ChronosCodex network.
  • Onboarding fixes: every new workspace starts with its main agent ready; client creation works on every plan from minute one.

Earlier in 2026

  • Per-workspace email inbox (send and receive inside the CRM).
  • Two-factor authentication for all tenant logins; hardened signup with business verification.
  • Team management with per-member web-phone provisioning.
  • Tenant fax module, support tickets, and Credits wallet.