Data Prefill

Home & Auto Data Prefill / Manually entered information, such as Roof Type or Date of Birth, will now remain unchanged and not be overwritten by the Data Prefill feature.

General App Improvements

VA and/or Broker Notes added to the Notes PDF / Notes sent to your VA and/or Wholesale Broker are now conveniently included in the Notes PDF for easier access.

Prior Address Requirement / Prior address will only be required for 4 years or less

New Field - Dog Bite History / When adding a dog to a Risk Profile, you'll now find an additional field to specify the dog's Bite History. Response will be sent to EZLynx and QuoteRUSH.

Templates

Additional Auto Fields Added to Templates

• Are any of these optional coverages important to you?

• How do you use this vehicle?

Additional Home Fields Added to Templates / You can now set default values for common home specifications in your area. However, if Property Data provides different information for a specific field, it will override the default set in the Template

(Property Data will override these defaults only if they are template-set. Manually entered data will remain as is and will not be overridden)

• Residence Type

• # of Stories

• Framing

• Siding

• Foundation

• Type of Roof

• Roof Shape

• Type of Plumbing

• Type of Primary heating

  • # of Units

• # of Water Heaters

  • Type of Water Heater

  • Location of Water Heater

• Does your Home Qualify for Discounts?

• Companion Discounts

Bug Fix

API - Type of Business / We've fixed a problem where data wouldn't send successfully if the 'Type of Business' field was left blank or empty.