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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🔥 Released

Duplicate

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Risk Profiles

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UnderwritingAI

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QuoteForms Roadmap

Risk Profiles Roadmap

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Hey {name|there}! 👋

Give the option to send it out on the Review &amp; Send Page.This would be for Risk Profiles not started from a QuoteForm. This would be the same format as the QuoteForm Summary page (soon to come).

Send Summary of Risk Profile to Client post Risk Profile Completed

David Watson

RiskAdvisor

Send Summary of Risk Profile to Client post Risk Profile Completed

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