Release Schedule and Annoucements

We usually roll out our major releases at the beginning of each month. Major releases usually include major product features, enhancements and bug fixes. In additional to our monthly major releases, we also roll out minor releases every Friday evening to address any urgent issues.

Both major and minor release notes will be published on this page.

Apr 15, 2025 release 

Enhancements & New Features

Application Tab: Enhanced Data Management – We’ve significantly improved the Application Tab within the Client Profile to provide more control and visibility over client data:

• Comprehensive Property View: All properties are now displayed, with clear indicators highlighting any missing information, and you may directly add values for missing property.
• Expandable Nested Properties: A new double downward arrow icon allows you to easily expand and view details for all nested properties.
• Data Grid Entry Deletion: You can now directly delete entries within data grids on the Application Tab.
• Standardized State Selection: The “State” field now features a consistent US states dropdown list for easier and more accurate data entry.
• Consistent Iconography: The edit and cancel icons have been updated for a more unified and visually appealing experience.

Insurance Offers: Export to Excel

• A new “Export to Excel” button has been added to the Insurance Offers section, enabling you to easily download the data grid to Microsoft Excel for further analysis or reporting.

Dynamic Intake Form: Enhanced Data Validation

• We’ve implemented additional miscellaneous data validations within the Dynamic Intake Form. For example, the age of family members is now validated to ensure it is a positive number.

PDF Upload: Improved Progress Visibility

• The PDF upload process now provides enhanced visibility into the upload progress. You will see detailed activity status updates, including the number of pages processed out of the total number of pages in the uploaded file. This improvement is particularly beneficial for large PDF files.

Bug Fixes

• Critical Fix: PDF Upload / Extraction: We have resolved a critical issue affecting PDF upload and extraction. This fix, combined with the enhanced progress visibility mentioned above, will significantly improve your experience with uploading files.

Changes

• Updated Guidelines: The Banner Life Underwriting Guidelines have been updated to the latest version (March 2025).

Apr 6, 2025 release 

Enhancements / New Features

• We have made a few enhancements for Xcela Dynamic Intake Form
• Improved Branding: Company name and logo are now displayed within the intake form for enhanced user experience and brand recognition.
• Intelligent Data Prefill: The form now automatically populates fields with existing client data, streamlining the intake process and reducing data entry time.
• Expanded Data Collection: Added comprehensive questions, including travel information, to capture more detailed client profiles.
• Carrier-Specific Underwriting: Replaced standardized underwriting classes with carrier-specific classifications for more accurate and relevant assessments.
• Comprehensive Underwriting Summary: Introduced an “Overall Underwriting” column in Insurance Offers Table that provides a clear summary of the client’s underwriting profile, including best, typical, and worst-case class scenarios.
• Dynamic PDF Table Formatting: PDF downloads now feature automatically adjusted column widths, ensuring optimal readability regardless of data length.

Bug Fixes

• PDF Compatibility: Resolved an issue that prevented downloaded Profile PDFs from displaying correctly in Adobe PDF Reader.

Changes

Relaxed Insurance Offer Refresh Requirements: Removed the requirement for complete information to refresh Insurance Offers, allowing for more flexible data input.

Mar 21, 2025 release 

This release introduces a new framework for extensible schema and also added a few key features about intake form, profile data visualization and editing, several enhancements on HIPAA, download, and enriched underwriting classification support, plus a few bug fixes.

• Enhancements and New Features

• (Experimental) Extensible Schema Framework – We’ve introduced a new, flexible data schema framework to better support the evolving requirements of life insurance applications. This framework enables the following new features:
• Xcela Dynamic Intake Form – Create comprehensive web inquiry forms for clients with over 60 detailed medical questionnaires. The form dynamically adjusts questions based on client responses, providing a streamlined and efficient intake process.
• Enhanced Client Data Visualization (Tree-View) –Experience a redesigned user interface with a hierarchical, tree-like view of client data profiles. Easily expand and collapse data sections for convenient navigation and detailed information access. 
• In-Place Data Editing – Directly edit client profile data within the tree-view interface. Simply click the edit icon to make immediate changes.
• Expanded PDF Download Options – Generate comprehensive client profile PDFs that now include Electronic Health Record (EHR) data such as allergies, vitals, and encounters, in addition to medications and medical impairment history.
• HIPAA Compliance Enhancements:
• HIPAA Activity Visibility: Clearly view the specific HIPAA forms and pages included and signed within the HIPAA activity log.
• Default HIPAA Form Configuration: Customize default selections for HIPAA forms to streamline your workflow.
• Enhanced Underwriting Support – Improved build, age, and face amount requirement underwriting classification support for the following carriers:
• Cincinnati Life Insurance
• Corebridge (formerly AIG)
• Minnesota Life Securian
• North American Company
• Principal
• Security Mutual Life
• Bug Fixes
• Resolved a formatting issue with the “Likely Treatment & Physicians” fields in client profile PDF downloads.
• Corrected an issue that caused a blank dropdown selection list to appear on the HIPAA page.
• Changes
• The header title “Financial UW – Age & Amount Requirements” has been renamed to “Age & Face Amount Requirements” for clarity.

Mar 5, 2025 release 

This release introduces a new feature with Sarah and also several other enhancements and bug fixes for Sarah and HIPAA, Intake form, etc.

• Enhancements / New Features

  • Automated Client Creation with AI Email Assistant (Sarah): Sarah can now automatically create client profiles within the Xceal app using information gathered from email conversations. This streamlines client management by eliminating manual data entry.
  • Improved HIPAA Request Clarity: HIPAA email messages now include both the company name and agent name, providing clients with clearer context for the request.
  • Updated Underwriting Guidelines: Added “Security Mutual” to the underwriting guidelines library.

  Bug Fixes

  • AI Email Assistant (Sarah) Stability Improvements:
    • Resolved issues causing instability during long processing tasks and when handling extensive carrier lists.
    • Enhanced error messages for improved clarity.
  • Intake Form Data Synchronization: Fixed a bug that prevented the Date of Birth (DOB), Gender, and Social Security Number (SSN) entered in the intake form from syncing to the client’s edit page.
  • DOB Date Picker Correction: Resolved an issue causing unexpected behavior with the DOB date picker.
  • Intake Form “Page Not Found” Error: Fixed a bug that resulted in a “Page Not Found” error when clients reopened the intake form link immediately after submission.

Feb 19, 2025 patch release 

This release includes several bug fixes for HIPAA related issues.

• Bug Fixes
• Resolved an issue where e-signed Xcela forms were not enabling the retrieval of RxCheck/EHR data. 
• Fixed a problem where Xcela HIPAA forms e-signed through customer’s own DocuSign were not being detected in some cases. 
• Corrected an error that prevented signed HIPAA forms from being returned when sent on behalf of another agent. 
• Addressed an issue where the sender’s name in the CC list was incorrectly displayed as “{user.Firstname} {user.Lastname}” instead of the actual user’s name.

Feb 14, 2025 release 

This release includes several enhancements and bug fixes.

New Features:

• Deep Linking for Notifications: Implemented deep linking for URLs within notification emails. Clicking a notification link now navigates the user directly to the corresponding client record and automatically expands the relevant activity, displaying the details related to the notification.

Bug Fixes:

• Cobranding Logo Display: Resolved an issue where the cobranding company logo was not displayed unless a custom configuration was present. Your company logo now displays correctly in Xcela HIPAA form.
• RxCheck Activity Status: Corrected the logic for updating the RxCheck activity status. The status is now correctly marked as “extracted” upon completion, even if no results are found.
• Data Grid Sorting: Modified the default sorting behavior of data grids. Data is now displayed in its original order by default, preserving the order in which it was received or entered.

Changes:

• Product Updates Page: The Product Updates page has been moved from an iFrame popup to a new tab for improved usability and accessibility.

Feb 5, 2025 release 

This release includes a refreshed user interface, key enhancements to workflow and usability, and important bug fixes.

New Features & Enhancements:

• Modernized User Interface: Experience a completely redesigned look and feel with our new UI V2, featuring an AI-inspired theme for a more intuitive and engaging experience.
• Streamlined Activity Tracking: Introducing a chain-linked display of your activity list, providing a clear and connected view of your workflow.
• Improved Data Navigation: Pagination has been added to data grids and the insurance offers table, making it easier to browse and manage large datasets.
• Optimized Screen Space: Maximize your workspace by easily hiding and showing the client list using the icon in the top-left corner. The “About Xcela” and “Product Updates” links have been relocated to the top-right menu (under your initials).
• Branding Options: The Xcela logo is now displayed, and you have the option to include your company logo in the top-right corner for personalized branding.
• Enhanced File Uploads: A new file upload widget displays the upload progress percentage, giving you better visibility and control.
• AI Email Assistant with PDF Support: Our AI Email Assistant (Sarah) is now even more helpful! You can now attach a PDF containing client information when sending emails.
• Expanded Carrier Support for Financial Underwriting: We’ve enriched support for Financial UW Age & Amount Requirements to include the following carriers:
  • Banner Life Insurance
  • Mutual of Omaha
  • Nationwide
  • Pacific Life
  • PennMutual
  • Protective
  • Symetra

Bug Fixes:

• Date of Birth Entry: Resolved the issue where the date of birth entry was shifted by one day.
• EHR Activity Status: Corrected the issue where the EHR activity status was sometimes not properly marked as completed.

This update is designed to improve your overall experience with Xcela. We encourage you to explore the new features and enhancements. As always, please don’t hesitate to contact us with any questions or feedback.

Jan 28, 2025 release 

New Features

• HIPAA Co-Branding: Your company logo can now be displayed on the Xcela HIPAA form. To enable this feature, please contact support@xcela.ai.
• Include BGA/IMO Agency in HIPAA: When initiating an HIPAA request for your client, you can now select a BGA/IMO agency to be included in the authorization scope. Both your company name and the BGA/IMO name will be visible to clients in the HIPAA form (under OTHER1 and OTHER-2). Please contact support@xcela.ai for setup.

Enhancements

• Summary/Cover Letter Update Time: The last update time for the Summary and Cover Letter is now displayed, providing greater clarity on when these documents were generated.
• Birthday and Age in Application Data: Birthday information entered on the Add/Edit Client page, along with the calculated age, is now included in application data points and can be viewed in the Application Tab.

Bug Fixes

• Wet Signature Detection: An issue with wet signature detection in the Xcela HIPAA form has been fixed. This applies to situations where the signature field label is highlighted with a marker, reducing visibility.
• HIPAA Activity Status Refresh: An issue causing the HIPAA activity status to refresh incorrectly right after creation has been resolved.

Changes

• New Xcela HIPAA Form Design: A new version of the Xcela HIPAA form features a redesigned format and layout for improved usability.
• Carrier Limit for Sarah: The maximum number of carriers that Sarah can handle has been limited to 10.
• Activity Button Subtitles: Subtitles for activity buttons have been updated for better clarity. For example, the Upload button now displays “PDF only, up to 10 MB”.

Jan 16, 2025 release 

Enhancements / New Features

• Email Notifications: Receive email notifications for key events, including EHR data retrieval and processing completion, HIPAA signature, and Intake Form submission.
• Multi-HIPAA e-Signing: Clients can now e-sign multiple HIPAA forms simultaneously through DocuSign.
• Revamped User Interface: Enjoy a completely redesigned UI with a tabbed view, providing more screen space for individual data sets and improved navigation between different data points.
• (Experimental) Application Summary: A new “Summary” feature/tab provides a concise overview of medical data, family medical history, and substance use.
• (Experimental) Cover Letter Generation: A new “Cover Letter” feature/tab enables you to create cover letters for client applications to submit to insurance carriers.

Bug Fixes / Improvements

• AI Email Assistant (Sarah) Improvements:
  • Resolved issues where Build/Financial Underwriting information was sometimes missing in Sarah’s replies.
  • Improved error messaging within Sarah to provide greater clarity.
  • Corrected the terminology used in Sarah’s replies related to Build/Financial Underwriting (changed “label” to “class”).
• Insurance Offer Refresh: Insurance offers now refresh for carriers in the displayed order.
• Build/Financial Underwriting Header Updates: The following headers have been renamed for improved clarity:
  • “Build Classification” is now “Build Underwriting.”
  • “Financial Classification” is now “Financial Underwriting – Age and Amount Requirements.”
• Simplified Button Labels: The following button labels have been simplified for a cleaner user experience:
  • “Upload File” is now “Upload.”
  • “Download Data” is now “Download.”
  • “Print Summary” is now “Print.”
• Profile Progress Bar Removed: The profile progress bar has been temporarily removed for redesign and will be reintroduced in a future release.

Jan 8, 2025 release 

This release introduces several enhancements and bug fixes mainly on AI Email Assistant, Intake Form, and EHR Retrieval.

Enhancements

• Enhanced AI Email Assistant (Sarah): We’ve expanded Sarah’s capabilities with the addition of Build/Financial Underwriting Classification. This complements the existing Medical Risk Assessment and Next Steps classifications, providing more comprehensive email analysis.
• Streamlined Intake Forms: To simplify the intake process and reduce manual data entry for clients, forms are now automatically pre-filled with known information about the client.
• Improved EHR Retrieval Visibility: Users can now track the progress of EHR retrievals directly on the UI via an information icon, providing better transparency into the retrieval process.

Bug Fixes

• Resolved an issue with Insurance Offers download in handling classification details.

Dec 30, 2024 release 

This release introduces several enhancements and bug fixes to improve your experience with Xcela.

New Features (Experimental)

• Financial Classification: We’re introducing a new experimental feature called Financial Classification. This feature allows you to classify applicants financially, with required supplemental information to support underwriting decisions. Financial Classification is currently supported for John Hancock, Lincoln Financial, and Prudential, with more carriers coming soon.

Enhancements

• Wet Signature HIPAA: We’ve made viewing and managing wet signature HIPAA documents easier than ever:
• Signature Highlighting: In activity summary, you can now conveniently view signed HIPPA pages with a highlighted rectangle to easily locate signatures.
• Multiple Signatures on Same Page: Now we support HIPAA documents with multiple signatures on a single page.
• Insurance Offers Spreadsheet View: We’ve enhanced the Insurance Offer view with a spreadsheet-like grid layout. This allows you to Customize Columns: Hide/unhide columns and adjust column widths to optimize your view with an efficient way to review Insurance Offers.

• Web Intake Form: We’ve refined the email notification for your Web Intake Forms:
• Clearer Message: The email content is now clearer and easier to understand.
• Prominent Call to Action: The call-to-action button is more prominent and visually appealing, with a shorter URL for convenience.
• Regenerate Link URL: You can now also regenerate the link URL with a new security token, allowing you to resend it to clients if needed.
• Build Classification: Build Classification details are now displayed in both the PDF Download and Insurance Offers History page for easier reference.

Bug Fixes

• Insurance Offers Refresh: Resolved an issue where refreshed Insurance Offers might display “TBD” if the user navigated away during the refresh.
• Data Extraction: Fixed an issue causing a blank summarization of extracted data to appear for activities in some cases.
• HIPAA Uploads: Resolved a bug that incorrectly marked upload activities as “extraction failed” when the uploaded file contained only HIPAA data.
• EHR Extraction: Fixed an issue where missing information occurred in EHR data extraction for certain nested data cases.
• Build Underwriting Icons: Removed unnecessary thumbs-up/down and information icons when the Build Underwriting value is “N/A”.
• Activity History: New classification activities will now properly show up in the History after refreshing Insurance Offers.

Changes

• Data Grids: Empty values in data grids will now display as blank instead of “N/A”.
• Sender Email: The sender email for Xcela notifications has been updated to sarah+no_reply@xcela.ai.

In summary, key improvements in this version:

• Enhanced Workflow: The improved Insurance Offers grid and Web Intake Form features streamline your workflow and increase efficiency.
• Streamlined Communication: Clearer email messages for Web Intake Forms improve communication with clients.
• Improved User Experience: Signature highlighting, multiple signature support for HIPAA documents, and the new Build Classification display enhance user experience.
• Bug Fixes: Resolved issues improve data accuracy and system reliability.

Dec 15, 2024 release 

 This release focuses on enhancing HIPAA management, expanding carrier support for Build Underwriting Classification, and improving the user interface for a more streamlined experience.

New Features and Enhancements

Enhanced HIPAA Management: We’ve significantly improved our HIPAA handling capabilities:

• Multiple HIPAA Forms: You can now manage multiple HIPAA forms with wet signatures within the system.
• Single File Upload: Upload multiple signed HIPAA forms within a single file.
• Improved Signature Recognition: Enhanced recognition of wet signatures with varying orientations and image sizes ensures greater accuracy.

Expanded Build Underwriting Classification Support: We’ve added support for several new insurance carriers for Build Underwriting Classification, including: Allianz, Lincoln, Mutual of Omaha, Nationwide, PacLife, PennMutual, Protective, and Symetra.

UI Enhancements for Activity List: We’ve made several key improvements to the activity list for a more focused and efficient workflow:

• Focus Mode: Expand a single activity to focus on it, automatically collapsing other activities.
• Automatic Scrolling: The focused activity will automatically scroll to the top of the screen for optimal viewing.
• Selective Status Refresh: Only the expanded activity’s status will refresh, minimizing distractions.
• Improved Expansion/Collapse Icons: We’ve updated the icons to be more intuitive and provide clearer directional cues.

Bug Fixes

• Corrected the “About Xcela” link URL.
• Resolved an issue causing Insurance Offers errors due to token size limits.
• Fixed an issue preventing client selection on mobile devices.
• Resolved a bug where only one medication was included in profile downloads.
• Fixed an issue preventing EHR data extraction when no medical problems were present.
• Improved visibility of action buttons on the mobile app.
• Resolved data grid flickering when thumbs-up/down buttons were clicked.

Changes

• Optimized HIPAA Document Storage: Saved HIPAA documents now include only the signed HIPAA form and Certificate of Completion, excluding the cover page and DocuSign disclosure pages, which are unnecessary for HIPAA authorization evidence.

Dec 4, 2024 release (major)

• Enhancements and New Features
• Electronic Health Record (EHR) Integration We’ve partnered with Clareto to bring you a powerful new feature: Electronic Health Record (EHR) integration. With HIPAA authorization, you can now directly access and retrieve your applicant’s EHR data, streamlining your underwriting process.
• Build Underwriting Classification (Experimental) We’re excited to announce the experimental launch of Build Underwriting Classification support. This feature, currently available with select carriers like John Hancock and Prudential, allows for more efficient and accurate underwriting decisions. More carriers will be added soon.
• Enhanced BMI Calculation Our system now automatically recalculates BMI even when only height or weight is modified, ensuring accurate risk assessments.

• Bug Fixes

• The RxCheck button is now correctly disabled after a HIPAA form is resent.

• First-time User Experience Improvements

• For first-time users, we’ve optimized the onboarding experience. You’ll now be directed to your profile page upon initial login, providing a more intuitive introduction to the platform.

Nov 21, 2024 release (major)

We’re excited to announce several new features and enhancements in this release that will help streamline your workflow and improve your user experience.

New Features:

• Customizable Web Intake Form (Experimental): Streamline the initial client information gathering process with our new web intake form builder. This feature allows you to create a custom form with specific fields to collect the exact information you need from potential clients. Here are some highlights:
  • Easy to configure: Build forms simply with a json file to define the structure and fields you need.
  • Client-friendly: Send the form via email for clients to complete at their convenience. Clients can save drafts and resume filling out the form later.
  • Real-time progress tracking: Monitor form completion status and view partially completed forms.
  • Post-submission editing: Review and edit submitted forms as needed.

Please note: This feature is currently in an experimental phase. To enable it for your account, please contact our support team at support@xcela.ai.

Enhancements:

• Improved HIPAA Support: We’ve enhanced our wet signature HIPAA form handling to accept tilted and even upside-down images within PDFs. This provides more flexibility when collecting client signatures.
• Physician Extraction from RxCheck: Our system now automatically extracts physician information from RxCheck results, saving you time and effort.
• Simplified Gender Selection: The “Gender” field on the Add/Edit Client page has been updated to a user-friendly dropdown menu with options for Male, Female, and Unisex.
• Optional Email Field: You can now leave the email field blank when creating or editing a client. It’s required only until you request HIPAA authorization or order an RxCheck.

We hope you enjoy these new features and enhancements!

Nov 6, 2024 release (major)

New Features

• Introducing Sarah – Your AI-Powered Email Assistant (Experimental)

  • Streamline your insurance underwriting workflow with Sarah, our AI-powered email assistant! 
  • Simply forward your client’s information to sarah@xcela.ai, and Sarah will analyze the email and provide you with a summary of relevant insurance offers.
  • Save time and effort by letting Sarah handle the initial analysis.
  • Please note: Sarah is currently in an experimental phase. To enable Sarah for your account, please contact support@xcela.ai.

• Wet Signature HIPAA Support

  • We now offer an alternative method for collecting HIPAA authorization!
  • You can now upload an image PDF with an HIPAA form directly, which can be signed offline. Xcela will automatically detect the presence of a HIPAA form and verify the inclusion of necessary signatures.
  • This provides greater flexibility for managing your clients’ HIPAA authorizations alongside existing DocuSign e-signature options.

  Bug Fixes

• Sorting Numeric Fields: We’ve fixed an issue that caused incorrect sorting behavior for numeric fields like “Drug Score”
• RxCheck Status Display: The issue preventing proper display and refresh of RxCheck status has been resolved.

Getting Started

• To enable Sarah or discuss the new HIPAA upload feature, please contact our support team at support@xcela.ai.

Oct 22, 2024 release (major)

Key Features and Enhancements:

• Enhanced Client Data Management UI: A new dropdown menu simplifies icon usage and provides more space for displaying client names, improving overall usability.

• Revamped Table View: A completely redesigned table view for medications, physicians, and other structured data. This spreadsheet-like view allows for:
  • Reordering items by sorting columns
  • Adjusting column width
  • Managing (hiding/unhiding) columns
  • Filtering by columns
• “Download Data” Button: A new button allows users to download all applicant data, including uploaded files, a summary PDF, HIPAA authorization, RxCheck, and insurance offer details.

• Enhanced Print and Download Features: Improved print profiles, insurance offers, and download to PDF with a more visually appealing layout.

Additional Major Changes:

• Insurance Offer Rating Categorization: Updated categorization from (approve, likely to approve, likely to decline, decline, undetermined) to (Super Preferred, Preferred, Standard Plus/Standard, Decline, Refer to Underwriter).
• HIPAA Email Subject Change: The HIPAA email subject has been updated to “Please Sign HIPAA Authorization.”

These enhancements aim to streamline workflows, improve data organization, and provide a more comprehensive and user-friendly experience.

Oct 8, 2024 release

RxCheck Revamping:

• Enhanced Data Extraction: More accurate and reliable data extraction, particularly for treatments.
• Additional Information: Inclusion of drug score and generic name.
• Field Renaming: Renamed fields for clarity: “treatment” to “likely treatments” and “prescriber” to “physicians.”
• Date Separation: Split prescription date into start date and end date for more granular tracking.

HIPAA Enhancements:

• Email Resend: Ability to resend email for existing HIPAA authorization request if previous email is lost.
• Send a new HIPAA request: Add an option to send a new HIPAA request while voiding an incomplete previous one.

UI Improvements:

• Client Information Table View: A new table view for displaying structured client data such as medications, employment, etc.
• Date Localization: More user friendly display of US-localized dates (e.g., “Jun 20, 2024”) instead of ISO format.
• Field Reordering: Swapped the field order of city and state in client data entry for improved usability.
• Hint Message Clarity: Rephrased the hint message for client data input for better guidance.

These enhancements are designed to improve the accuracy, efficiency, and user experience of the RxCheck and HIPAA features.

Sep 29th, 2024 release

Enhancements:

• Enhanced PDF Extraction: We’ve expanded the fields extracted from uploaded PDFs to include Birthday, Existing Insurances, and Additional Comments. This provides a more comprehensive overview of client information.
• Print and Download Functionality: Users can now easily print or download client profile information as a PDF for their records or reference.

Bug Fixes:

• UI Issue Resolved: The “[Object Object]” error that was appearing on the app’s user interface has been fixed, ensuring a smoother and more consistent experience.

These updates aim to improve the overall efficiency and usability of the platform for our users.

Sep 17th, 2024 release

Enhancements:

• Improved Inquiry Data Extraction: We’ve added support for extracting Family History and Physician List information from inquiries. This allows you to capture more comprehensive applicant data.
• External Agent Support (upon request): Xcela now supports the integration of external agents. If you require this functionality, please contact our support team at support@xcela.ai.
• Clearer HIPAA Authorization Form: We’ve separated the City and State fields into two distinct input boxes on the HIPAA authorization form. This makes data entry more clear for your applicants.
• Increased Data Parsing Accuracy: We’ve implemented a framework that allows for customization of inquiry data parsing. This ensures a higher degree of accuracy in extracting relevant information.

Important Note:

• Active Application Limit: The number of active applications you can have is now based on your service type. If you need to raise this limit, please contact support@xcela.ai.

Sep 8th, 2024 release

Enhancements for Client Data Extraction and Input

This minor release introduces several enhancements to streamline client data extraction and input:

• Employment Information Extraction:

  • Inquiry File Upload: Employment data can now be extracted from uploaded inquiry files.
  • Key-in Input: Manually entered employment information can also be extracted.
  • Display: Extracted employment details are displayed in a new “Employment” section.
  • Details: Clicking on the employer’s name reveals more specific employment information.

• Phone Number Validation and Formatting:

  • Automatic Validation: Entered phone numbers are now automatically validated for accuracy.
  • Consistent Formatting: Phone numbers are displayed in the (xxx) xxx-xxxx format.

• SSN Input Enhancements:

  • Visibility Toggle: Users have the option to show or hide their entered SSN for added security.
  • Default Behavior: SSN remains hidden by default for optimal protection.
  • Automatic Formatting: Entered SSNs are automatically formatted as xxx-xx-xxxx for consistency.

Sep 2nd, 2024 release

This minor release includes the following enhancements:

• Medication Information: We’ve refined our handling of “No medications” or “No medication impairments” entries. This ensures that user-provided information is accurately captured and distinguished from “N/A” cases.
• Age Calculation: We’ve addressed a potential issue with age calculation in certain scenarios, ensuring accurate age data is displayed.
• Unarchive Highlight: After unarchiving a client, the system now prominently displays and highlights the recently restored client for easy access.

These improvements aim to enhance the overall user experience and data accuracy within the application.

Aug 26th, 2024 release

This major release includes the highlighted key feature of RxCheck and HIPAA authorization, and also the capability of archiving/unarchiving applicants.

New feature/enhancements include:

• RxCheck Ordering: Agents can now order RxCheck reports for applicants who can provide HIPAA authorization via DocuSign e-signature as a prerequisite. The combined HIPAA+RxCheck workflow provides you an efficient and secure way to retrieve RxCheck report for your clients in compliance with HIPAA. Please contact success@xcela.ai to enable this feature.
• Applicant Archiving: Users have the flexibility to archive and unarchive applicants as needed, providing better organization and management of applicant data.
• Gender Field Renaming: Also the “sex” field has been renamed to “gender” to align with more inclusive terminology.

Aug 16th, 2024 release

This release significantly enhances user ability to manage and view client information.

Key Enhancements:

• PDF Access: Easily view or download previously uploaded inquiry PDF files for quick reference.

• Enhanced Medical Data Organization: Gain better control over medical data with improved organization. Now you can manage a complete medication history, including clear prescription details (treatment, dosage, prescriber doctor, prescription date, etc.) and multiple values.

• Granular Medical Impairment Tracking: Effectively track medical impairments over time with new categories: “medical-history,” “medical-history-past-10-years,” and “medical-history-past-5-years.”

These improvements provide a more comprehensive and efficient way to handle client information.

July 26th, 2024 release

This release focuses on enhancing data accuracy and user control:

• Enhanced PDF Data Extraction: We’ve improved the accuracy of data extracted from inquiry PDFs. This is still an ongoing effort and we will continue to refine results in future releases.
• Expanded User Profile Management: You can now edit your profile information, including contact details and agent/broker status. As we are launching our product officially, to ensure compliance, please update your attestation in your profile. You can find the Profile link by clicking your initials at the right upper corner. 
• UI Enhancements: We’ve addressed several UI issues, including improved display of long text in data input fields.

July 19th, 2024 Major release

This release mainly simplifies the client data input process.

1. Simplified Client Data Input

The client data input process has been streamlined. Data points are now automatically applied and displayed on the right side of the screen as soon as they are extracted. You can still provide feedback by using the thumbs-up or thumbs-down icons. The latest confirmed data will always be reflected on the right side of the UI.

2. Insurance Offers History Detail

A new “i” icon has been added to the Insurance Offers History pop-up. Clicking this icon will display a snapshot of the data captured at the time the offer was generated.

3. Restricted App Access

App access has been limited to within the United States. Users outside the country will be blocked from accessing the app.

July 12th, 2024 Major release

This release brings two key improvements to client management and activity tracking:

Enhanced Client Data Tracking: We’ve improved how client information is tracked. Now, whenever you create or edit a client, the system will record this as an activity. Additionally, the information you enter or modify (e.g., name, sex, email) will be automatically captured as confirmed data points. This provides a more comprehensive and accurate record of client activity.

Localized Activity Time with Time Zones: Activity timestamps will now display in the local time zone, including the abbreviation (e.g., [Client Name] created on 2024-07-15 at 18:00 PDT). 

July 5th, 2024 Minor release

In this release, we have made a couple user experience enhancements for client data collection and Insurance Offers.

New Features:

• Enhanced Client Data Collection: A new “Sex” field has been added to the Add/Edit Client page to provide a more comprehensive client profile.
• Improved Insurance Offers Refresh: A “Refresh Anyway” button has been added to the Insurance Offers section. This allows users to proceed with refreshing offers even if a warning message appears regarding insufficient client data.

June 28th, 2024 Minor release

In this release, we are focused on user experience enhancements and also continuous stability fixes:

Improved User Experience:

• We’ve added tooltips that display the reason behind a thumbs-down rating on specific items. 

Behind the Scenes:

• Continued Platform Stability: This release incorporates additional bug fixes and error handling improvements to ensure a smooth and reliable experience.
• We have also made key groundwork to add support for RxCheck integration which is coming soon

June 21st, 2024 Major release

In this release, we have made a few major functional enhancements and also several miscellaneous fixes:

• Integrated with our partner IENavigator, to allow their users to one-click sign-up/in Xcela.
• Added a “Print Summary” button for user to print out a summary about Insurance Offers just as they see on screen.
• Added sex as a new datapoint.
• Added a check on whether there are too few data points and if so suggest what user should do when user clicks on the Refresh button on the Insurance Offers grid.
• A few miscellaneous for issues on the Insurance Offer grid (such as the display of current activity on the History pop-up), and also an “Application Error” on the homepage.

June 13th, 2024 Major release

In this release, we have largely revamped the Insurance Offers with a few major enhancements:

• Insurance Offers is now saved in so user doesn’t need to keep using the Refresh button to load the data every time
• User can now evaluate (by giving a thumbs-up/down) Insurance Offers results.
• User can view previous Insurance Offer results and and their evaluation.
• User can refresh per carrier so doesn’t need to always refresh for all carriers any longer.

June 3rd, 2024 Beta 2 Launch, Major release

We have successfully rolled out our June Beta 2 release. Congratulations and welcome our new users to our Beta 2!

In this release, we have improved our indicative underwriting decisions with better AI and many bug fixes.

We have additional enhancements planned for the coming months. As always, we welcome your feedback and will carefully consider it for future product improvements.