đ§ In Progress
QuoteForms - Consumer Facing Forms
Public facing forms to capture client information to be used by agents.
Linear Almost 2 years ago
đ QuoteForms
đ§ In Progress
QuoteForms - Consumer Facing Forms
Public facing forms to capture client information to be used by agents.
Linear Almost 2 years ago
đ QuoteForms
đ Integrations - In Review
AgencyZoom Two-Way Integration
We are currently waiting on AgencyZoom to approve us as a 2-way integration partner to be able to start moving forward with this integration. Please submit a roadmap request (https://app.agencyzoom.com/help/roadmap) or let Sean Inutsuka(sinutsuka@vertafore.com) know if you would like to see this integration. This will mostly be work done from the AgencyZoom side but I wanted to start this so that we can show them how much interest there is in this. Start a Risk Profile from Lead Card Start/Update Risk Profile from Service Card Add comments for additional requests.
David Watson About 1 year ago
Integration: AgencyZoom
đ Integrations
đ Integrations - In Review
AgencyZoom Two-Way Integration
We are currently waiting on AgencyZoom to approve us as a 2-way integration partner to be able to start moving forward with this integration. Please submit a roadmap request (https://app.agencyzoom.com/help/roadmap) or let Sean Inutsuka(sinutsuka@vertafore.com) know if you would like to see this integration. This will mostly be work done from the AgencyZoom side but I wanted to start this so that we can show them how much interest there is in this. Start a Risk Profile from Lead Card Start/Update Risk Profile from Service Card Add comments for additional requests.
David Watson About 1 year ago
Integration: AgencyZoom
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Individual User Sign On for AgencyZoom
If an individual user has signed in to AgencyZoom then we will use their information when pushing the lead to AgencyZoom. If an individual user has not signed in to AgencyZoom then we will default to the account owners information. This should be available in the User Profile so they are able to see it.
David Watson 4 months ago
đ Integrations
đ Next
Individual User Sign On for AgencyZoom
If an individual user has signed in to AgencyZoom then we will use their information when pushing the lead to AgencyZoom. If an individual user has not signed in to AgencyZoom then we will default to the account owners information. This should be available in the User Profile so they are able to see it.
David Watson 4 months ago
đ Integrations
đ Next
Update Existing EZLynx Client via ApplicantId
Currently if a client is created in EZLynx for the first time from RiskAdvisor then those files are forever connected. This would introduce the ability to update existing clients to prevent duplicates.
David Watson Over 1 year ago
Integration: EZLynx
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đ Next
Update Existing EZLynx Client via ApplicantId
Currently if a client is created in EZLynx for the first time from RiskAdvisor then those files are forever connected. This would introduce the ability to update existing clients to prevent duplicates.
David Watson Over 1 year ago
Integration: EZLynx
đ Integrations
Ability to Edit Proposals
Would like to be able to edit a proposal, in case we decide to change which plan we are presenting in one area, and not have to redo the entire proposal.
An Anonymous User Over 1 year ago
AgencyProposals
đ AgencyProposals
Ability to Edit Proposals
Would like to be able to edit a proposal, in case we decide to change which plan we are presenting in one area, and not have to redo the entire proposal.
An Anonymous User Over 1 year ago
AgencyProposals
đ AgencyProposals
đ Integrations - In Review
Quick Send to Integrations
This would be a button for enabled integrations to bypass the rest of the Risk Profile requirements and to send a partial submission to your integration. It would consist of: The ability to turn this feature on/off in settings for the agency A dialog of minimum requirements from the integration partner The ability to come back and edit the Risk Profile at a later date or update with more information and resend to integration. It would be available for: @AgencyZoom Integration @EZLynx Integration @Gaya Integration @PL Rating Integration @QuoteRUSH Integration Please upvote if youâd like to see this functionality added and please comment with any additional questions or ideas for this.
David Watson 2 months ago
đ Integrations
đ Integrations - In Review
Quick Send to Integrations
This would be a button for enabled integrations to bypass the rest of the Risk Profile requirements and to send a partial submission to your integration. It would consist of: The ability to turn this feature on/off in settings for the agency A dialog of minimum requirements from the integration partner The ability to come back and edit the Risk Profile at a later date or update with more information and resend to integration. It would be available for: @AgencyZoom Integration @EZLynx Integration @Gaya Integration @PL Rating Integration @QuoteRUSH Integration Please upvote if youâd like to see this functionality added and please comment with any additional questions or ideas for this.
David Watson 2 months ago
đ Integrations
đ Planned
Support International Driver's Licenses
There is no option for international driver's license on the auto.
Scarlett Thompson 7 months ago
đĨ Feedback
đ Planned
Support International Driver's Licenses
There is no option for international driver's license on the auto.
Scarlett Thompson 7 months ago
đĨ Feedback
đ Planned
Combine all Risk Profiles into 1 PDF
Opening this content and viewing it is easier for our team if it is 1 PDF versus 4 PDFs.
bwfeldman2 About 1 year ago
đĨ Feedback
đ Planned
Combine all Risk Profiles into 1 PDF
Opening this content and viewing it is easier for our team if it is 1 PDF versus 4 PDFs.
bwfeldman2 About 1 year ago
đĨ Feedback
đ Integrations - In Review
InsuredMine Integration
We are currently waiting on InsuredMine to provide us with the API to be able to start moving forward with this integration. Please let Tucker Hood (tucker@insuredmine.com) know if you would like to see this integration. Our goal for any CRM integration will be to include: Deal & Pipeline Management Lead Source Importing to RiskAdvisor Document Transfer Opportunity Management Basically anything that will cut down on double entry for you Based on the partner, we will explore additional capabilities.
David Watson Over 1 year ago
đ Integrations
đ Integrations - In Review
InsuredMine Integration
We are currently waiting on InsuredMine to provide us with the API to be able to start moving forward with this integration. Please let Tucker Hood (tucker@insuredmine.com) know if you would like to see this integration. Our goal for any CRM integration will be to include: Deal & Pipeline Management Lead Source Importing to RiskAdvisor Document Transfer Opportunity Management Basically anything that will cut down on double entry for you Based on the partner, we will explore additional capabilities.
David Watson Over 1 year ago
đ Integrations
