Update – Auto and Home quotes templates added to the forms.
Application – Sync options added for PL Rater and QuoteRush to effortlessly reconcile forms with InsuredMine
- Navigate to Forms and click on Templates to find the newly added options
- The forms will be reflected in the Forms List. Click on Form Automation to view further options to set up the creation of a deal card.
- Once the deal card is created via the form submission, navigate to Pipelines and click on Intake Form to preview
- Scroll to the bottom of the form to view the PLR and QR sync buttons
- The form will be auto-synced to PL Rater. For QuoteRush, you will find the option to sync should you need to.