Michael Cruz

Upvoted Attach Files to HawkSoft Upvoted Canopy Connect Integration Upvoted Pull Claims Data in from PolicyLink Created Decide if QuoteForm Submissions create an AgencyZoom Lead Upvoted Introduce a "No Email" Checkbox Created Generate Hawksoft Document from QuoteForm Created PDFs are difficult to read and use Upvoted Update AgencyZoom Carrier List to use the standard options and Custom Options When Available Upvoted QuickSend to EZLynx Commented on Ability to Push Lead Data to Hawksoft Without Quoting DataThis was a HUGE win for us. Thank you for the new feature.Upvoted Hawksoft Integration Upvoted RiskAdvisor for Commercial Insurance Commented on Quick Send to IntegrationsThis is great news. Thank you.Upvoted Stacking & Side By Side View for Drivers/Vehicles Created Ability to Push Lead Data to Hawksoft Without Quoting Data Upvoted Home & Auto Insurance LOB Enhancement Commented on Quick Send to IntegrationsThis is a great idea—the ability to come back and edit the Risk Profile at a later date or update it with more information and resend it to integration.Commented on Enhance Home Claims IntakePerson filing the claim? Confirm Insured's best phone number and email? Type of policy? Injuries? Additional Notes Separate claims by line of business. For example, for auto claims, we want to know if the police were contacted. For the home we want to ask if they already have an…Upvoted Enhance Home Claims Intake Upvoted Add Lead Source to Client Section of PDFs