July 2025 Release Notes (Leadership)

Table of Contents:

• Recruits: KW Insights
• Administration: Permissions

🟩 Recruits: KW Insights

Revolutionize your recruiting efforts with KW Insights, which leverages proprietary data to deliver comprehensive production insights for recruits. Easily link records, review potential matches, and filter by KW Insights Status. Data refreshes weekly, ensuring you always have the most up-to-date information to guide your decisions.  As a bonus, Recruits added from the Find an Agent tab will automatically be linked to KW Insights! Learn more here!

🟩 Administration: Permissions

Now you can set access levels (No Access, Standard, Enhanced, Unlimited) by applet, starting with Administration & Reports. Operations Principals and MCAs automatically have Unlimited access, and you can review all historical changes in the Timeline. Learn more here!