Improved

Bug Fix

Integration: EZLynx

Integration: AgencyZoom

<h2>General App Improvements</h2><p><strong>Client Search Functionality / </strong>Improved the client search functionality especially for searching for Customers and Leads in AgencyZoom</p><h2>PDF Improvements</h2><p><strong>Producer/CSR / </strong>Added the Return To User, Producer, and CSR to the PDF for easier accessibility</p><h2>Bug Fixes</h2><p><strong>Error Monitoring / </strong>Added the ability to track front end errors for better resolution of said errors</p><p><strong>Roof Shape and Design - Dormer / </strong>Fixed issue relating to EZLynx with the Dormer Roof Shape and Design</p>

9/6/2023 Release Notes

Help Center

UI/UX

Integration: QuoteRush

AgencyProposals

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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