Reporting takes center stage this week. We overhauled the placement and policy dashboards with new buckets, a new leaderboard, and unified filters. We also shipped smarter Pulse routing and a faster plan-data pipeline. Here's the full rundown.

Faster and more comprehensive answers about plan data

• We now have plan data for every single county in the US, across all Medicare Advantage and PDP plan types. Wherever your members live, the AI knows their plans.
• Benefit answers in 2 seconds, down from 6.5. We rebuilt the plan data lookup behind the assistant, cutting the time it takes to tell a member about their plan benefits by nearly 70%.

Listen to the new and improved assistant plan lookup below

Placement dashboards, rebuilt

The placement dashboards now reflect what's actually happening:

• Pending-effectuation policies no longer count as Approved. Tooltip definitions now match the corrected buckets so every number means what it says.
• The Canceled bucket now includes only suspended and canceled policies. Nothing else slips in.
• The placement-rate leaderboard by assignee is now available outside the executive view, so reps and team leads see the same picture leadership does.
• Filters carry over consistently across every dashboard section. Set a filter once and it follows you.
• The carrier filter is now a multi-select with subsidiary grouping, and policy subtypes appear under the policy-type multi-select.
• You can now filter by assigned policy admin. We also simplified the View filter to Full Agency and renamed "Period" to "Date range" to match the rest of the platform.
• Deleted sources no longer linger in the wallboard or source performance. Remove a source and it disappears from reporting too.
• The compare-carriers view now shows how many carriers you're comparing, and the inquiries table got a clarity pass.

Smarter routing and assignment

• Pulse routing nodes now support custom fields, so you can route on the data that matters to your agency, not just built-in attributes.
• Customer tags can now drive customer assignment, letting the tags you already maintain decide who gets each customer.

Fixes and polish

• You can now jump from an inbox call entry back to the call itself, and the summary modal no longer breaks its own formatting.
• Adding a disposition no longer fails intermittently.
• Pre-call SMS only goes out when a call is really happening, not for calls that can't be admitted.
• Exporting calls with the Duration column selected works again. It had been failing sometimes.
• Campaign rotation can no longer claim unprovisioned test phone numbers.
• The vendor integration link now works when creating a source.
• Appointment confirmation texts that fall inside the TCPA-restricted window are now queued for 8:00am local time instead of being dropped.
• Transfer-destination fallback settings have clearer names and explanations, so it's obvious what each one does.