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.
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 email@example.com.
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.
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.