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Yeah, would be great to have defaults for all lines of business and coverage or form types, HO3, HO6, etc.

Posted by David Watson ·
2 comments

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Comments2

  • Trey Sinclair

    •

    Feb 28, 2024

    It would also nice to have templates for the lead source or have pre-done templates to select from (Ex. Referral Partners, type of client, etc)

    • David Watson

      Team•

      Feb 29, 2024

      @Trey Sinclair love this idea! We will work on this as soon as we can.