Help Center

Improved

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Integration: QuoteRush

Bug Fix

Integration: EZLynx

AgencyProposals

Integration: AgencyZoom

Data Pre-Fill

Brokers

Integration: PL Rating

Templates

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Integration: Zapier

Custom Discovery Questions

Email Templates

PolicyLink

Integration: Gaya

QuoteForms

Round-Up

RiskProfile

Underwriting AI

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Something like "How would you like emails to be sent via email and to integrations?" [ ] Individual Documents [ ] Single DocumentApplies to Proposals Settings and RiskProfiles settings for the agency, changeable by admins only.

Checkbox for combined/separate Documents in Proposals and RiskProfiles

David Watson

RiskAdvisor

Checkbox for combined/separate Documents in Proposals and RiskProfiles

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