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Feature Requests

Use this board to request features, track feature requests, or provide general feedback!
posts
AI Assistant (Widget)
A small widget on my website that can help users book with me or shop plans using my PURL.
2
·

complete

New Templates
Added 1 new "base" and 1 new "specific" template.
1
·

complete

Individual Templates
Templates will be created on their own page, which will help with page load speeds and allow us to create more templates.
1
·

complete

Upgraded Analytics
Discover where your traffic comes from and which channels drive results, all in one simple dashboard.
1
·

complete

Direct Mail Toolkit Update
Added enhancements and fixed issues from the previous version.
1
·

complete

Generated Agent Disclaimer
Agent disclaimer required by CMS is automatically generated based on currently selected states and carrier appointments.
1
·

complete

Dynamic Service Area Map
Map that dynamically updates based on the states a user is licensed in.
1
·

complete

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