AgencyZoom Integration Enhancements

Search/filter Lead source and Occupation

Give users the ability to search through their AgencyZoom lead sources by replacing the basic select input with a searchable filter to enhance usability.

Add Tag Options for AgencyZoom

This feature includes three taglist inputs:

• Tag to apply when "Can we text you" is set to yes

• Tag to apply when "Can we text you" is set to no

• Tag(s) to apply to all Risk Profiles sent to AgencyZoom

Add Location to AgencyZoom Integration Setup

This update adds a new 'location' field to the AgencyZoom > Settings, allowing users to select their agency location from options provided by the Agency Zoom API.

Bug Fixes & Other Changes

• Add "Watch" to Personal Articles Dropdown

• Error related to submitting Risk Profiles when VA and carriers are associated

• Fix bug when a Lead Source is present without a Lead Source Category

• +additional bug fixes and other smaller changes