Form Abandonment Notifications 🔔

Get emails right to your inbox when a lead has abandoned a QuoteForm! Jump right into a conversation with your leads via their preferred method of contact and start the intake process.

Enable Form Abandonment Recovery on your QuoteForm Settings and choose your recipients for each QuoteForm to ensure you never miss a lead.

New Clients and RiskProfiles are automatically created in RiskAdvisor to ensure you’re ready to start collecting information immediately.

Check out the Help Article for more information on how to set up Form Abandonment Recovery notifications.

Addition of Purchase Date Pre-fill 🏠

• Automatically Pre-fill Purchase date for Home insurance as part of the Property Data Pre-fill feature

• Ensures this data is automatically sent to EZLynx, PL Rating, and QuoteRUSH

Bug Fixes 🪲

• Fixed an issue with incorrectly mapping “Closing Date” to ““Purchase Date” if the field is empty

• Updated permissions to allow users to see QuoteForm Submissions not assigned to them

• Improved handling of text overflow for long names on QuoteForms

• Additional bug fixes

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We appreciate your ongoing feedback and support as we continue to improve and evolve your RiskAdvisor experience! 👏 More updates and innovations to come!