Sarah Husbands
Upvoted Track Which User Entered Each RiskProfile FieldUpvoted Download DocumentsUpvoted Add per-user default for Send to InsuredMineUpvoted Send QuoteForm data to AgencyZoom as a formatted noteUpvoted New Entry Option: Book a CallUpvoted Abilility to Delete Risk ProfilesUpvoted Allow PolicyLink to be Agent-agnosticUpvoted Ability to Delete RiskProfiles & ClientsUpvoted Generate Partial PDF via QuicksendUpvoted Agreed Cash Value to Vehicles for Classic/Antique/Exotic carsUpvoted Multiple Homes in the same Risk ProfileUpvoted Lead Source ModuleUpvoted Dave Ramsey Leads IntegrationUpvoted Add Ability to Disable Document Upload per PolicyLinkCreated Improve Calendar selectionUpvoted Add QuickSend for EVOUpvoted Add QuickSend for InsuredMineUpvoted Comments Box for QuoteFormsUpvoted QuoteForms Home Information FieldsUpvoted Spanish Forms