Help Center

Improved

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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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Duplicate

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UnderwritingAI

Platform

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QuoteForms Roadmap

Risk Profiles Roadmap

AgencyProposals Roadmap

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Hey {name|there}! 👋

When a quote form is filled out and completed, if instead of having to select a specific producer, it could round robin.This would apply to both Risk Profiles and QuoteForms.

Round Robin for Producers & CSRs

Sarah Husbands

RiskAdvisor

Round Robin for Producers & CSRs

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