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 been updated with CSL options (only available in NY)

Bug Fixes

• Auto Save - fixed issue that was causing Auto Save not to 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 available via Zapier to be sent anywhere you need it.