New Life Workflow Templates
Check our our new Life Workflow templates specifically designed for new leads and customers who you are trying to cross-sell.
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New Fields for Life Quotes
Our updated Life Quote section allows you to add in health information for quote individuals.
Add Data to Household from Enrichment
When using our Data Enrichment feature (currently in Beta), if we gather information, such as a vehicle that you did not have listed, you can add the vehicle directly from the Enrichment box to your household's details page.
Commercial Name Show with Main Contact
Quickly see if there is a business associated with a household on the Quote Main Contact section of the page.
See Refund Status for Leads on Dashboard
View the status of a refund request for a lead returned from your Leads Dashboard.