We improved hierarchy flexibility: advisors can now be added to a hierarchy first and assigned downlines later.

Follow-ups are now visible in HQView, making it easier for agents to stay on top of deadlines.

You can now generate payments from held payouts, with full control over which transactions to include. Learn more.

We have fixed an issue where the Annual Premium field remained empty during the Policy Import Batch process. Data will now populate correctly upon import.

This release features a refreshed login screen and a completely redesigned HQAdmin interface with new features. Learn more.

Manually generated payouts now support commission batch assignments, allowing you to include them in your standard batch payment process.

Not all organizations want policies to be automatically reversed when the balance becomes negative. We improved how policy reversals are handled by introducing a new setting that lets you control when policies move to Reversed, helping prevent unintended status changes. Learn more.

Verifying that your payment amounts and counts match your expectations is now effortless. The first release supports incoming payouts. Learn more.