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

riskadvisor

🔗 Integrations - In Review

 🧐 In Review

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Duplicate

Rejected

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Lines of Business

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Risk Profiles Roadmap

AgencyProposals Roadmap

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Hey {name|there}! 👋

If an individual user has signed in to AgencyZoom then we will use their information when pushing the lead to AgencyZoom. If an individual user has not signed in to AgencyZoom then we will default to the account owners information. This should be available in the User Profile so they are able to see it.

Individual User Sign On for AgencyZoom

David Watson

RiskAdvisor

Individual User Sign On for AgencyZoom

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