Software Automation Holdings
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Roadmap
Feature Requests
17
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4
Website Embed Quoter
A client facing website embeddable quoter would be great.
0
1
Add Commission Cut information to Plan Info
Some carriers cut commissions under certain circumstances. It would be great to have that information in the Plan Info.
2
1
Add Indicators to Plan Info
Would be great to add other types of indicators to the plan info
0
4
Clarify Telesales Plan Info
Clarify disclosure requirements, voice consent, etc in the Telesales area for Plan Info.
1
5
Create a Client-facing version of BPP for embedding
It would be great to have a version of BPP to embed on a website as a lead-capturing system.
0
4
Phone App for Apple Phones
0
4
Would be nice to add Universal Life
1
3
IUL Would be Nice To have
For all carriers that offer them
0
2
Add Filters for Plan Info - Payment Types in Particular
Through a filter, I'd like to be able to see just Credit Card / Direct Express options.
0
6
Dedicated Mac Version
0
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