Improved

Bug Fix

<h2>General App Improvements</h2><p><strong>Team Admins / </strong>Now have the ability to access the billing page</p><p><strong>Table of Contents / </strong>Now accessible on the Review &amp; Send Page allowing you to skip back to the application form from the Review &amp; Send Page.</p><p><strong>Lead Source Added to PDFs / </strong>Is now visible on all of the Risk Profile PDFs</p><h2>Bug Fixes</h2><p><strong>Removed Integration Validation Requirements from Draft Requirements / </strong>There was a bug that could prevent Auto Save from firing if an integration was causing validation issues.</p>

8/9/2023 Release Notes

Help Center

UI/UX

Integration: QuoteRush

Integration: EZLynx

AgencyProposals

Integration: AgencyZoom

Data Pre-Fill

Brokers

Integration: PL Rating

Templates

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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