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 as you opt in, so a configuration
    problem surfaces there and then instead of on your first referral — nothing
    is turned on if that check does not pass.
  • Enterprise rollout — enterprise admins who own or administer a branch can
    push the opt-in to every branch at once (including branches added later), 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 is where automatic enrollment, earnings, payout setup,
    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.