These include updates made to all web-based products over the last several months.
- CRM Lead Flow - Insureio
We now have an integration with Insureio CRM! This allows leads from your Website Quoter and Mobile app to be sent directly into your CRM. The changes to lead management in our system can now be accessed in Lead Flows tab of the respective product settings. More information about the lead flows and how to set up the integration with Insureio can be found in this help article.
- IXN/Protective E-Ticket
Our very first Direct to carrier E-Ticket is now available for Protective! This is available for agent use through the Mobile app and the Agency Life Quoter. Check out this video to learn more. If you are interested in adding the Protective E-Ticket to your platform, please contact our Support Team at firstname.lastname@example.org.
Is there a feature you would like to see on our platform? You can now view, vote for, and suggest features using our product Roadmap feature in the Dashboard. Your input helps us prioritize what features and tools we should be working on! Our goal is to provide the best tools for your life insurance business.
- Notification Triggers
Notifications sent from our system can now be managed all from one central location. Notification triggers can be configured for when emails should be sent and who the recipients should be. Please refer to this guide to learn more about Notification Triggers.
- Managing Members in the Dashboard - A bug where managing members could not be removed from a member has been fixed.
- ApplicInt Integration - fixed a bug where Preferred Plus was prefilling as Standard in the application in ApplicInt's system. Health Categories should now prefill as expected.
- WOP Riders - A bug where waiver of premium riders not returning quotes when current and nearest age were different has been fixed
- Website Quoter - fixed a bug Updated Lead Notifications were not including a phone number field even when required. Now all required fields should show in the email.