General System

These updates improve the system's speed and functionality, but they don't change anything about how you use the system. Enjoy!

• Refactored architecture and database structure. That's a technical way of saying we reorganized all the underlying database tables (think of these as giant Excel spreadsheets of related types of data, like policy information or health details) and how they connect to each other. These changes took the bulk of the last 11 months to prepare, test, and retest to ensure they worked. While you won’t see any changes to your data itself, you should notice significant speed increase when loading pages, using the dashboard displays, and interacting with contact or policy records.
• Upgraded servers. We added more storage space and processing power to speed up the system and allow for user growth over the next 1-2 years.
• Brand profile naming convention. You may have noticed that many of us on the Insureio team referred to the brand profile as your "brand," "marketing profile," "brand profile," or any of a number of related terms. To simplify and avoid confusion in the future, we will now simply call them “brands” everywhere within Insureio, in the Academy, and in our API documentation.

Need help getting the most out of Insureio? Check out our video tutorial library on YouTube.