Feature

Utility Connect tab with account opt-in

What’s New

Utility Connect now has its own home in SureSend. Account owners and admins will
find a Utility Connect tab in the side navigation, directly below Connect.

Features

  • One opt-in for the whole account — turning on Utility Connect enables the
    Concierge Service for every team and agent under your account. Your
    connection is verified with Utility Connect the moment you opt in, so a
    configuration problem surfaces immediately instead of on your first referral.
  • Enterprise rollout — enterprise admins can push the opt-in to every
    branch at once, and choose how referral revenue is routed: each branch earns
    and withdraws its own balance, or all earnings accrue at the enterprise
    level. Branches always see their own referral performance either way.
  • A single home for what’s next — once opted in, the tab shows your
    referral counts and payout-setup status, and is where automatic enrollment,
    earnings, and the attribution dashboard will live as they roll out.

Agents are unaffected: nothing Utility Connect–related appears anywhere in the
product until an account opts in here.