Help Center

Improved

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

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UnderwritingAI

Platform

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QuoteForms Roadmap

Risk Profiles Roadmap

AgencyProposals Roadmap

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<ul><li>Client Facing Renewal Questionnaire </li><li>Dedicated Renewal Workflow</li><li>Highlighted Cross Sales / Up Sells</li><li>Comparing current vs expiring</li></ul>

Enhanced Renewal Workflows

David Watson

RiskAdvisor

Enhanced Renewal Workflows

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