General App Improvements

This update improves loading times by only displaying the most recent 10 clients, which is especially helpful for teams with many clients. We've also enhanced the user experience with new features that indicate when information is loading and fixed a search feature to prevent repeated requests

Zapier Trigger: PolicyLink completed

Users can now automate processes with Zapier when a PolicyLink is completed, utilizing all returned data.

Bug Fixes & Other Changes

• Years at Address not being sent on New Purchase

• Add DP1 to Requested Policy Form Dropdown

• +additional bug fixes and other smaller changes