Help Center

Improved

UI/UX

Integration: QuoteRush

Bug Fix

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

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Duplicate

Rejected

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Integrations

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Risk Profiles

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UnderwritingAI

Platform

In Review

Planned

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Released

Main Roadmap

QuoteForms Roadmap

Risk Profiles Roadmap

AgencyProposals Roadmap

PolicyLink Roadmap

Integrations Roadmap

Lines of Business Roadmap

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<p>Filters and searches now stay in place when you switch pages on the Clients list. You can move through pages without losing your search or filters.</p>

Improvements to Search Box on the Dashboard

David Watson

RiskAdvisor

Improvements to Search Box on the Dashboard

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