Intruity Corporation
Insider Update June - 2024
Welcome to the Intruity Corporation Insider Update!
As our valued partner, we are excited to share a range of key feature updates and enhancements that we’ve made to our software platforms to improve your experience and overall usability.
We take pride in our technology solutions, and we look forward to continuing to serve your business growth objectives.
Key Features
Sunfire Quoting Integration:
- Our new quoting integration to Sunfire streamlines your quoting and enrollment process. By automatically transferring lead details to Sunfire and updating them in Onelink once completed, you can seamlessly manage client enrollments without manual data entry, saving you time and reducing errors.
Policy Members Import:
- Easily import policy member data into our system with just a few clicks. This feature reduces manual entry, saves time, and ensures accuracy, helping you manage member information more efficiently.
Calendar Subscription:
- Stay organized and never miss an important date! You can now subscribe to third-party calendars such as Gmail, Outlook, and Apple directly from your dashboard, syncing all your important events in one place.
Product Enhancements
- Commission Type Customization: Admins can now create custom commission types within the company setup, providing tailored compensation strategies.
- Medicare Number Field Label Update: Changed the label for Medicare claim fields in member profiles to “Medicare Number” for clarity.
- Lead Source Validation in API: Updated the Lead/add API to prevent submission of blank lead sources, ensuring data completeness.
- Asset Alert Redesign: Both the asset alert popup and the alert tab have been redesigned for better user interaction.
- Asset Rules Creation: Improved the asset rules creation process to be more intuitive and user-friendly.
- Employee Type Requirement: Company Setup Manage/Settings now requires that at least one employee type be selected, ensuring proper user access settings.
- Sunfire Enrollment Check: Updated Sunfire enrollments to check for existing policies and update them, avoiding duplicates.
- Employee Welcome Email Link: Added a hyperlink to the Employee Welcome Email for easier access to essential resources.
- Data Setup Alphabetization: Alphabetized entries in the Company Setup/Data Setup section for easier navigation.
- Asset UI Updates: Made front-end edits to the Asset UI for a more streamlined user experience.
- Template Access: Added a new employee type for exclusive access to OneLinks Template Manager.
- NIPR Import Settings: Enabled NIPR Import settings to be disabled by Employee Type, offering more control over data import.
- Lead Tab Visibility: Lead tabs now show or hide based on the selected Lead Type, enhancing the interface’s relevancy to user needs.