We’re empowering agencies and advisors to do great things together
Simplify your day-to-day, and client expectations without blowing all your precious time.
1. Manage App now Preferences
There will be two admin one for the agency and one for the advisor.
The one for Manage app will be moved to the agency administration.
Later on, a similar section will be activated within the TravelContact application, but with the preferences at the adviser level.
2. Database Upload
New Validation at the app level so that birth dates are not loaded on clients, Younger than 1-1-1910
3. Improvement to the On-Boarding
Improvement of the visual representation of the time zone in On-Boarding so that it is easier to choose the time.
4. Changes to subscription plans
Introduction of Modular Subscriptions Plans that give agencies the possibility of acquiring a base plan for all users and selecting Add-Ons. Users will also be able to select individual Add-Ons to their existing plans.
“Agencies that are currently under the pricing plan: Early Bird Special, will not be affected by this change until the current plan expires”
5. Integration to back office system
Phase one integration with TRAMS