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([email protected]) 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 Over 2 years ago
Integrations
🔄 Integrations
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([email protected]) 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 Over 2 years ago
Integrations
🔄 Integrations
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 Over 1 year ago
Integrations
🔄 Integrations
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 Over 1 year ago
Integrations
🔄 Integrations
💭 Planned
QuoteForms Customization v1
As part of the first phase of QuoteForm customization, QuoteForms will support the same configuration options available in RiskProfile. This includes the ability to: Apply custom labels to QuoteForm fields Change required fields to optional Make optional fields required Show or hide fields as needed These controls will apply to all QuoteForm fields, using the same custom labels, required-field logic, and show/hide functionality already defined in RiskProfile.
David Watson About 1 year ago
QuoteForms
💡 Feature Request
💭 Planned
QuoteForms Customization v1
As part of the first phase of QuoteForm customization, QuoteForms will support the same configuration options available in RiskProfile. This includes the ability to: Apply custom labels to QuoteForm fields Change required fields to optional Make optional fields required Show or hide fields as needed These controls will apply to all QuoteForm fields, using the same custom labels, required-field logic, and show/hide functionality already defined in RiskProfile.
David Watson About 1 year ago
QuoteForms
💡 Feature Request
🚧 In Progress
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 ([email protected]) 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 Almost 3 years ago
Integrations
🔄 Integrations
🚧 In Progress
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 ([email protected]) 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 Almost 3 years ago
Integrations
🔄 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 Almost 3 years ago
AgencyProposals
💡 Feature Request
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 Almost 3 years ago
AgencyProposals
💡 Feature Request
SageSure Integration
SageSure is a Digital MGA serving Florida, Louisiana, North Carolina, South Carolina, Texas, and Virginia. An integration with SageSure would provide a streamlined an interactive way to Quote their full suite of products directly from RiskAdvisor saving agents time and cutting down on data entry mistakes.
David Watson Over 1 year ago
Integrations
🔄 Integrations
SageSure Integration
SageSure is a Digital MGA serving Florida, Louisiana, North Carolina, South Carolina, Texas, and Virginia. An integration with SageSure would provide a streamlined an interactive way to Quote their full suite of products directly from RiskAdvisor saving agents time and cutting down on data entry mistakes.
David Watson Over 1 year ago
Integrations
🔄 Integrations
💭 Planned
Support International Driver's Licenses
There is no option for international driver's license on the auto.
[Deleted User] Almost 2 years ago
📥 Feedback
💭 Planned
Support International Driver's Licenses
There is no option for international driver's license on the auto.
[Deleted User] Almost 2 years ago
📥 Feedback
Neptune Flood Integration
Provide an automated Neptune Flood Quote when a Home Risk Profile is completed
David Watson Over 2 years ago
Integrations
🔄 Integrations
Neptune Flood Integration
Provide an automated Neptune Flood Quote when a Home Risk Profile is completed
David Watson Over 2 years ago
Integrations
🔄 Integrations
🚧 In Progress
Canopy Connect Integration
Verify current premiums, limits, coverages, deductibles, and declaration pages from all personal and commercial P&C lines
David Watson Over 1 year ago
Integrations
🔄 Integrations
🚧 In Progress
Canopy Connect Integration
Verify current premiums, limits, coverages, deductibles, and declaration pages from all personal and commercial P&C lines
David Watson Over 1 year ago
Integrations
🔄 Integrations
External Referral Partner Form
This would be similar to our upcoming feature QuoteForms but it would give you a bit more customization for the referral partner. This could be another Agency, Financial Planner or even a Mortage/Realtor relationship. With QuoteForms you'll be able to do this but I am thinking we may want to expand upon it a bit more.
David Watson Over 1 year ago
QuoteForms
💡 Feature Request
External Referral Partner Form
This would be similar to our upcoming feature QuoteForms but it would give you a bit more customization for the referral partner. This could be another Agency, Financial Planner or even a Mortage/Realtor relationship. With QuoteForms you'll be able to do this but I am thinking we may want to expand upon it a bit more.
David Watson Over 1 year ago
QuoteForms
💡 Feature Request
🚧 In Progress
RiskProfile Customization v1
In the first version of RiskProfile customization, the following features will be available in your RiskAdvisor account: Apply custom labels to RiskProfile questions Make required fields optional Make optional fields required Hide fields that are not needed These customization options will be available within each section of the RiskProfile: Applicant Section Home Section Auto Section Umbrella Section Review & Send Section General Section The following feedback posts are also related to this project: @Ability to Customize Forms @Enhanced Validation for Required Fields @Custom Required Fields for LOBs @Risk Profile Form Builder Once completed, we will move on to one of the two options below: @QuoteForms Customization v1 @Ability to Add Custom Questions Across the Entire RiskProfile Please vote on which one you would like to see happen next!
David Watson About 1 month ago
💡 Feature Request
🚧 In Progress
RiskProfile Customization v1
In the first version of RiskProfile customization, the following features will be available in your RiskAdvisor account: Apply custom labels to RiskProfile questions Make required fields optional Make optional fields required Hide fields that are not needed These customization options will be available within each section of the RiskProfile: Applicant Section Home Section Auto Section Umbrella Section Review & Send Section General Section The following feedback posts are also related to this project: @Ability to Customize Forms @Enhanced Validation for Required Fields @Custom Required Fields for LOBs @Risk Profile Form Builder Once completed, we will move on to one of the two options below: @QuoteForms Customization v1 @Ability to Add Custom Questions Across the Entire RiskProfile Please vote on which one you would like to see happen next!
David Watson About 1 month ago
💡 Feature Request