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Form
▪️ Create ▪️ Share ▪️ Edit ▪️ Import
Edit restriction for PL Rating, QuoteRUSH, and TurborRater forms.
Description Edit restrictions are placed on forms created using the PL Rating, QuoteRush, and TurboRater form templates. Benefit- The new feature of edit restrictions on
Responses synchronised with Turborater
Description: Any response to forms made with the Turborater auto-form template can be synced with the Turborater CRM, and you can view the responses there.
Send notification to contact after form submission.
Description – The feature will send an email notification to the contact and the response when a form is submitted. Use Case – The contact
X Date field in form automation
Update – X Date added as an option under the pipeline setting of forms Use case – Auto-populates X Date information in Contacts/Accounts Process:
The static field in the form automation pipeline setting is updated
Update – Added 2 new static fields to the form automation pipeline setting. Use case – Easier to set the preferred mode of communication and
PL Rater and QuoteRush now added to Forms
Update – Auto and Home quotes templates added to the forms. Application – Sync options added for PL Rater and QuoteRush to effortlessly reconcile forms
Static Field Mapping in Form Fields Mapping
Now you can add any static value to any form. If any lead fills in data while completing the form and submits it, the deal
Share and Unshare Forms
You can now share and unshare access to the forms for any agent just as you do in google docs. To view enhancement: Navigate to
Slack Notification Integration Use case
Through Slack notification, you can pass on the information of a new lead created through InsuredMine forms among your team members. This will help you
Sorting in Form
Now you can sort the forms by Form Name. To view the enhancement: Navigate to Forms Click on the sort sign next to the
Mark Form as Favorite and Filters
Now you can mark a form as favorite and filter all your favorite forms from the form list. Note: This feature will work separately
Deal Category Mapping in Form Automation
You can map the deal category while setting up form automation. So, all the categories that are mentioned while setting form automation will be mapped
