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Feature Requests

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Carrier Options
Customer would like to see ALL carrier plans recommended within "view details". Please see video attached for more of an explanation.
0
Ability to add multiple admins to Teams account
Please add functionality that allows multiple users to be designated as administrators for a Teams account.
0
Combined - adding Standard, Substandard, and Graded to details
Is there a way you can add to the "view details" option the ability to see the rates for Combined Preferred, Standard, Substandard, and Graded rates? Right now the only option is for preferred, and graded if you quote for best case graded
0
Phone App for Apple Phones
0
Website Embed Quoter
A client facing website embeddable quoter would be great.
0
Clarify Telesales Plan Info
Clarify disclosure requirements, voice consent, etc in the Telesales area for Plan Info.
1
Dedicated Mac Version
0
Social Security Billing Indicator
Requesting a social security billing indicator for carriers who use true social security billing. Thanks.
0
Configure Carrier State Appointments
Add an option to configure and quote only the carriers where the agent is appointed in the applicant's state.
5
Comparison feature
It would be nice to have a way to click on several policies and pull them up side by side. Maybe even a print feature.
0
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