Product Updates
What's New in Milestone
Smart Filters, Meeting Notes & WhatsApp
- New Segment filters — instantly view clients with renewals due in 30 or 90 days, or those you haven't contacted in 60 or 90 days
- New AI meeting notes — log a meeting with quick-tap tags and let AI clean up your notes into a structured summary
- New WhatsApp quick-action button on every client row and the AI insights modal — one tap to open a chat
WhatsApp & Renewal Reminders
- New Send WhatsApp renewal reminders directly from your personal number — no app approval needed
- New Mute individual policy renewals to keep your reminders list clean
- Improvement Renewal message template updated to a friendlier, more natural tone
- Improvement Improved WhatsApp message reliability for longer renewal messages
Client Health & Filters
- New "New" badge on clients added in the last 30 days
- New Filter clients by how long they've been with you (under 1 year, 1–3 years, etc.)
- Improvement Client health score colours updated for better at-a-glance clarity
- Improvement Improved accuracy of client activity timelines for newly added contacts
AI Insights & Email Drafts
- New AI Insights — one click to surface personalised follow-up suggestions for any client
- New AI email draft generation based on client notes and relationship history
- New Multi-policy insurance table — track multiple policies per client (type, insurer, sum assured, renewal date)
- Improvement Client modal now has four tabs: Basic, Financial, Insurance, Property
Launch
- New Client tracking with birthday, anniversary, job title, AUM, and call notes
- New Smart reminders synced to Google Calendar
- New Email notifications for upcoming milestones and policy renewals
- New LinkedIn job change detection — get notified when a client changes roles
- New 30-day free trial, no credit card required