UI/UX

Bug Fix

Integration: PL Rating

<h2>Bug Fixes</h2>Overall<ul><li>Fixed issue where the prior carrier premium was not being added to the PDF for Auto Insurance.</li><li>Fixed issue where Autosave was firing too quickly which sometimes would remove a partial Date of Birth for the Applicant.</li><li>Fixed where Autosave would remove any validation errors</li></ul>Integration EZLynx<ul><li>Fixed issue where a 0 was being sent for an empty phone number for the co-applicant.</li></ul><h2>Integration: PL Rating</h2>improvements<ul><li>Update Types/ You will now see the type of update (Partial or Complete) in PL Rating. This will also allow for the update year to pass through, as well.</li><li>Texas Policy Forms/ Users will now see the correct mapping of Home Policy forms for Texas</li></ul><h2>UI/UX</h2>General<ul><li>Added "*" for Education, Licensed States, Miles Per Year which are required questions.</li><li>Fixed issue that would prevent "15+" years from being an acceptable selection.</li></ul>

2/24/2023 Release Notes

Help Center

Improved

Integration: QuoteRush

Integration: EZLynx

AgencyProposals

Integration: AgencyZoom

Data Pre-Fill

Brokers

Templates

Virtual Assistants

Integration: Zapier

Custom Discovery Questions

Email Templates

PolicyLink

Integration: Gaya

QuoteForms

Round-Up

RiskProfile

Underwriting AI

riskadvisor

 🧐 In Review

💭 Planned

🚧 In Progress

🔥 Released

Duplicate

Rejected

🔜 Next

Integrations

Lines of Business

Risk Profiles

Prospect Feedback

UnderwritingAI

Platform

In Review

Planned

In Progress

Released

Main Roadmap

QuoteForms Roadmap

Risk Profiles Roadmap

AgencyProposals Roadmap

PolicyLink Roadmap

Integrations Roadmap

Lines of Business Roadmap

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