Leslie Melendez
Created File Attachment Question for QuoteFormsUpvoted Multiple Homes in the same Risk ProfileUpvoted Add Custom QuoteForm Final PageUpvoted InsuredMine Request: Dynamically send multiple Deal Categories (eg., Home, Auto, Umbrella)Upvoted Push Home Underwriting Data to HawkSoftUpvoted InsuredMine Request: Add the ability to send multiple LabelsUpvoted InsuredMine Request: Dynamically Map Pipeline, Stage and Agent with RiskProfile SubmissionCreated Highlight Cross Sale OpportunitiesCreated Attach Files to HawkSoftUpvoted Enhanced Renewal WorkflowsUpvoted Client Facing Renewal FormsUpvoted RiskProfile Customization v2