Agency Proposals

Improvements

• Ordinance or Law - You will now have the ability to select other for Ordinance or Law on proposals allowing you to set a non % amount.

• Annual Premium - When inputting a monthly premium you will now see the Annual Premium calculated on the Premium Summary Page.

• Estimated Liability Risk - this will now be hidden from the Umbrella Proposal PDF when selected as $0.

• Loss of Use - You will now have the option to select other options for Loss of Use giving you more customization of coverages.

• SUM/SUIM - This coverage has updated with CSL options (only available in NY)

• % Deductibles - Added support for % deductibles. You will see them displayed as 1% or $5,000 for a $500,000 Coverage A.

AgencyZoom Integration

Improvements

• Lead Source is now required for New Business submissions.

Bug Fixes

• Auto Save - fixed issue that was causing Auto Save not fire if it was the first thing that you did when logging in.

General App

Improvements

• SUM/SUIM - This coverage has been updated with CSL options (only available in NY)

• PIP Coverage - The options for Michigan PIP have been updated with the recent changes to the coverage.

• Lead Source -We have added a lead source text input. This is available via Zapier to be sent anywhere you need it.

• Data Pre-Fill

  Number of Stories -Added functionality to pre-fill the # of Stories

• Comprehensive & Collision - Added additional options for Comp/Coll

• UI/UX

  Checkbox- Changed Checkbox fields to Multi-Select Dropdowns

  PL Rating Integration

  Bug Fix

• Vehicles Not Bridging- Fixed an issue prevented Vehicles from Bridging over in some cases.

QuoteRush Integration

Improvement

• Formatted Phone Number - We changed the formatting on the phone number to the accepted format.