Bug Fix

AgencyProposals

Integration: AgencyZoom

Templates

AgencyProposals Look Up / Fixed bug that was preventing users from starting a Proposal from Risk ProfilesTemplates Bug / Fixed bug that was preventing templates from showing for EditorsAgencyZoom Lead Source Categories / Added back the sorting of Lead Sources into their Categories from AgencyZoom

11/3/2023 Release Notes

Help Center

Improved

UI/UX

Integration: QuoteRush

Integration: EZLynx

Data Pre-Fill

Brokers

Integration: PL Rating

Virtual Assistants

Integration: Zapier

Custom Discovery Questions

Email Templates

PolicyLink

Integration: Gaya

QuoteForms

Round-Up

RiskProfile

Underwriting AI

riskadvisor

 🧐 In Review

💭 Planned

🚧 In Progress

🔥 Released

Duplicate

Rejected

🔜 Next

Integrations

Lines of Business

Risk Profiles

Prospect Feedback

UnderwritingAI

Platform

In Review

Planned

In Progress

Released

Main Roadmap

QuoteForms Roadmap

Risk Profiles Roadmap

AgencyProposals Roadmap

PolicyLink Roadmap

Integrations Roadmap

Lines of Business Roadmap

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