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2025

Retention X-Ray Update April April 25, 2025
Retention AI

We’ve rolled out an important update to Retention X-Ray that improves how data is processed and displayed, giving you more accurate and consistent insights into customer retention risk. With this update, claims and convictions are now identified more reliably—even when they appear in unusual places in the data. We also removed a behind-the-scenes step that sometimes caused inconsistencies between what the system predicted and what was shown on your dashboard. Now, what you see more accurately reflects the cleaned data we use to power our predictions. We also cleaned up our historical data to fix issues like duplicates and date errors. As a result, our models can make even better predictions, and you’ll see more reliable risk scores across your book of business. No action is needed on your end—these improvements are already live and working in the background.

Key Features
  • Claims & convictions identified more accurately
  • One straight line from data source to your dashboard
  • Historical data deep-clean
  • Smarter claim counting
  • Across-the-board accuracy boost
truMobile Release 25.2.92 April 14, 2025
truMobile

The latest truMobile update gives users more control and clarity. A new “Disable Sync” option in BMS Mapping lets you pause synchronization when needed—perfect for high-activity periods or system changes. We’ve also removed legacy Hotjar code in favor of Microsoft Clarity for cleaner, modern analytics. Plus, error messages on dashboards are now more descriptive and include direct links to support resources, making it easier to understand and resolve issues quickly.

Key Features
  • New: “Disable Sync” option in BMS Mapping
  • Removed Hotjar code from truMobile
  • Improved dashboard error messages
truMarket Release 25.1.54 April 6, 2025
truMarket

This update brings powerful enhancements to the truMarket quote screen and platform-wide functionality. Users now have more control over button labeling and layout customization, better file handling, and enhanced data filtering. We’ve also added thoughtful UI and search improvements—making daily workflows smoother and more intuitive. Whether you're quoting, managing attachments, or updating client details, these updates are designed to make your experience faster, clearer, and more flexible.

Key Features
  • Dynamic button labeling & placement in quote screen
  • Custom labels for “Requote” and “Unbind” buttons
  • Premium section now shows "$" symbol
  • Enhanced attachment search by quote keys
  • Filter product searches by policy end date
  • Standardized client phone numbers with + prefix
  • Free text in toggle value coverage fields
  • Increased file upload limit (30MB)
  • Multiple “Cancelled” statuses with a default option
truMobile Release 25.1.91 March 23, 2025
truMobile

This update focuses on improving system communication, performance, and error handling in truMobile. You’ll now receive real-time notifications when policies are attached or detached, experience faster API response times with Laravel Octane, and benefit from better management of policies with multiple owners. We’ve also enhanced BMS integration error logging, making troubleshooting easier and more transparent. These changes are designed to create a smoother, faster, and more reliable truMobile experience.

Key Features
  • Policy Attach/Detach Event Notifications
  • Duplicate Policy Owner Management
  • Enhanced BMS Data Mapping Search
  • Laravel Octane Integration for truMobile API

2024

truMobile 11.0 Update August 15, 2024
truMobile

truMobile has introduced significant updates to improve usability, functionality, and overall user experience. The redesigned homepage is now faster, easier to navigate, and includes helpful insurance tips, while earlier access to policy documents ensures timely information. System coordination has been enhanced for smoother operations, and new features like start-page alerts and a 'retry' button for error handling make the platform more intuitive. Brokers can now manage policies more effectively with a "mark as done" feature, while improvements such as smarter payment options, seamless loading screens, and an upgraded online marketplace further enhance functionality. Additional updates include fixes to login reports, clearer OTP security messages, and better client information displays for brokers.

Key Features
  • Retention X-Ray Enhancements
  • truMobile Enhancements:
  • Additional Updates
truMobile 10.0 Update June 12, 2024
truMobile

truMobile introduces major updates and improvements to enhance usability, navigation, and functionality. The redesigned homepage provides a faster, more intuitive landing page with accessible insurance tips and earlier access to key documents. System upgrades improve coordination and data accuracy, while new start-page alerts and smarter error handling streamline the user experience. Brokers benefit from a “mark as done” feature for policies, smoother payment options, and enhanced client information displays. Additional updates include improved loading screens, a revamped online marketplace, and clearer security messages, alongside fixes for login reports and user permissions for image uploads.

Key Features
  • Major Updates
  • New Features
  • Improvements
  • Smaller Fixes and Updates

2023

truMobile 9.0 Update December 1, 2023
truMobile

truMobile’s latest updates offer brokers advanced analytics, greater personalization, and enhanced security. The launch of DataHub introduces a powerful suite of premium dashboards, including AI-driven insights to identify high-risk policies and coverage gaps. Brokers now benefit from differentiated account and insured email options for improved client management. Enhanced app security detects jailbroken iPhones, ensuring robust protection, while bug fixes address key issues like MFA resets, PowerBroker writebacks, and numeric coverage names.

Key Features
  • What's new in DataHub
  • Navigating DataHub
  • Differentiating between the “Account Email“ and the “Insured Email“
  • Enhanced Security
  • Bug Fixes
truMobile 8.0 Update November 6, 2023
truMobile

truMobile’s latest updates are designed to enhance the user experience for both policyholders and brokers, delivering improved functionality, security, and navigation. With a revamped change request and claims process, brokers now benefit from an advanced X-Ray query builder, while policyholders enjoy enhanced home screen designs, better sorting, and search capabilities. Additional updates include streamlined profile management, smarter registration processes, and fixes to ensure seamless functionality across the platform.

Key Features
  • Improved Change Requests and Claims
  • X-Ray Query Builder
  • Enhanced Listing for Risks, Claims, and Change Requests
  • More Control over Your Profile
  • Additional Communications Engine Placeholders for Email Templates
  • More Improvements
  • Improved User Registration Experience
  • Bug Improvements