PolicyLink

Assign Lead Source to PolicyLink at Setup

You are now able to assign a lead source when setting up a new PolicyLink. This Lead Source will be set in the created Risk Profile automatically for you.

For AgencyZoom Agencies, you will see all of your Lead Sources automatically.

For Non AgencyZoom Agencies, you will have a simple Text Input option.

Update Logo and Profile Picture when they are changed for existing PolicyLinks

When you update your Profile Picture ↗️ or Logo ↗️ in RiskAdvisor it will now update any existing PolicyLinks.

Bug Fixes & Other Changes

• Resolved a bug related to State Specific Auto Templates

• +additional bug fixes and other smaller changes