Improved

<h2>General App Improvements</h2><p><strong>Notes PDF</strong></p><ul><li><p>Agencies will now see the Notes PDF included in the emails to their VA's and Brokers.</p></li></ul><h2>New Field</h2><p><strong>Electrical Panel Type</strong></p><ul><li><p>For homes older than 1980, a new field will populate allowing you to select the type of Electrical Panel for the home.</p></li></ul><h2>Bug Fix</h2><p><strong>AgencyProposals</strong></p><ul><li><p>Handles error where proposals would sometimes not generate thus not giving you the ability to download them.</p><ul><li><p>We also added the functionality if this were to happen again that we can easily generate the proposal from a unique URL.</p></li></ul></li></ul>

3/21/2023 Release Notes

Help Center

UI/UX

Integration: QuoteRush

Bug Fix

Integration: EZLynx

AgencyProposals

Integration: AgencyZoom

Data Pre-Fill

Brokers

Integration: PL Rating

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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