May 3rd, 2024

PolicyLink

What's New in v2.1.8 - Introducing PolicyLink, 5/3/2024

PolicyLink

We're excited to announce the release of PolicyLink πŸŽ‰

This lets you:

  • Provide a Consumer Facing Link to your Prospects and Customers

  • They'll be able to log into their current carrier and provide you with their Policy & Dec Pages

  • Once Completed, this will send you a notification

  • Once Completed, this will generate a Risk Profile in a Draft Status with the following pieces of data:

    • Contact Information

    • Current Carrier Information (Carrier Name, Premium & Expiration Date)

    • Driver(s) Information

    • Vehicle(s) Information

    • ID Cards & Dec Pages

If you'd like to view an interactive demo of what PolicyLink looks like check it out below:

PolicyLink Interactive Demo