June 2023 - Custom Instant Quote Proposals

Welcome to release notes for June 2023

In addition to security and performance upgrades we've fixed a few bugs and small updates to formatting but you probably want to know...

What's new this month?

- Premium Splitting Insights on Plan Evaluation and linked to Premium Splitting Benchmarking Dashboard

- Added Group and Advisor Information to Dashboard Exports

Provider Partners

Custom Proposals can now be added to Instant Quotes.  Upload your own branded PDF and we'll do the rest with completing dynamic fields and calculation.  

Custom Proposals can be executed automatically across an entire block of business.