November 20th, 2023

Improved

Integration: QuoteRush

Integration: EZLynx

AgencyProposals

Data Pre-Fill

Integration: PL Rating

Integration: Zapier

Custom Discovery Questions

11/20/2023 Release Notes

Agency Custom Questions

Introducing a new section of questions specific to your agency. These questions will be available via Zapier to send to AgencyZoom or anywhere else you need them to go. They will also be added to the Notes PDF. To request these be added to your account, please fill out this form here.

AgencyProposals Improvements

Removed Country Validation / This field is not needed and not visible so it was causing some issues around not being prefilled, we have removed this validation requirement so that you will not experience this

General App Improvements

New Question - "How is your Home Insurance Paid?" / This new question is available for the Home Insurance form and will be added to Zapier as well as the Home Risk Profile.

VIN Improvement / If you have the VIN or it is prefilled, the Year, Make, and Model will no longer be required in case this information does not validate from the VIN

New Option for Heating Type - "Forced Air Unit" / This is available to be prefilled from our data source helping to improve the prefill quality.

New Question - "Odometer" (California Only) / Added the Odometer field to the Vehicle Form for California Risk Profiles to collect this information. This will be sent to EZLynx, PL Rating, and QuoteRush.

Zapier Improvements

Type of Business / This field can now be updated via Zapier

Fixed multiple bug fixes and improvements.