Generate Hawksoft Document from QuoteForm

PDFs are difficult to read and use

At a glance, add some color and icons to differentiate between sections, etc (look at my custom questions). Would love to also see the ability to have this as a link to view the data easier in browser. Also, passing this as HTML to AgencyZoom in a note would be awesome. Seeing it natively in RiskAdvisor without having to view a PDF would be helpful, too.

Need to be able to select from all carriers for AgencyZoom

Right now, I can only see my writing carriers which won’t include carriers like State Farm, etc

Add Highlighted or color coating to the notes section

See above, would love to be able to color coat words and highlight, make BOLD on notes when submitted quote information out.

Combined Monitored Security System Discount Option

Currently we have both Monitored Burglar Alarm and Monitored Fire Alarm. These should be combined into Monitored Security System. This applies to both QuoteForms and Risk Profiles

Improve Calendar selection

When using the calendar icon on things like the date of birth it’s not easy to understand what to do. I accidentally selected my birth year as 2025 without even realizing.

Comments Box for QuoteForms

Adding a comments box for insureds to add additional information would be fabulous!

QuoteForms Home Information Fields

Add a field for entering home claim information. Add a field for current insurance company, premium, and pay plan.

Update Language for Co-Insured

Instead of “would you like to add a co-insrued” Do you want to add someone else to this quote?

Designate which address we're asking for on the Personal Details page

There is some confusion around this, especially when we ask for the address 3 times in some cases.

Home & Auto Insurance LOB Enhancement

Right now if Home & Auto Insurance, Home Insurance and Auto Insurance are all selected only Home & Auto Insurance is displayed. Users would like all 3 to be displayed.

Introduce a "No Email" Checkbox

We have a lot of users who will use the same email when a prospect does not have an email address. EX: Noemail@noemail.com By doing this, they are inadvertently causing issues with integrations. Most commonly AgencyZoom.

Agency Branding Items for QuoteForms

Define the following items: Open Graph Image Favicon Be able to define the color of the buttons and icons Better Color selection in general

Add the option to quickly add the Co-Insured as a Driver

We should automatically add the co-insured as the 2nd driver. It needs to give the option to edit and delete.

Show address on Auto when home is not primary address

If home & auto is selected AND it's not a primary address we show the address field for auto.

Additional Home Discounts

Visible to Neighbors Non Smoker Need to make sure that these are mapped properly to EZLynx and other integrations

Introduce Button to "Apply Coverages to All Vehicles"

It would be cool if when entering the vehicles on risk advisor if I could choose “apply coverage to all vehicles” instead of having to choose deductibles on every vehicle

Summary Page

This will be prior to them submitting everything to make sure that they have everything correct. Let us know if you would like this to be optional

Update Effective Date based on Closing Date

Additional Fields Available for Auto Templates

Policy Details: Residence Residence Type How do you prefer to pay your auto insurance? Driver(s): Education Occupation Vehicle(s): If To/From Work; To/From School ➡️ How many miles do you drive one way? How many miles do you drive this vehicle per year? Do you lease this vehicle? Do you finance this vehicle? Is this vehicle rented on Turo or similar service? Accidents & Violations Do you have any accidents? Do you have any tickets or violations? Do you have any comprehensive claims? @Templates - Auto @How to add Home & Auto Templates