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 (<a target="_blank" rel="noopener noreferrer nofollow" href="https://app.agencyzoom.com/help/roadmap">https://app.agencyzoom.com/help/roadmap</a>) or let Sean Inutsuka(<a target="_blank" rel="noopener noreferrer nofollow" href="mailto:sinutsuka@vertafore.com">sinutsuka@vertafore.com</a>) 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.<ul class="tight" data-tight="true"><li>Start a Risk Profile from Lead Card</li><li>Start/Update Risk Profile from Service Card</li></ul>Add comments for additional requests.

🔗 Integrations - In Review

Integrations

AgencyZoom Two-Way Integration

David Watson

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.

 🧐 In Review

Individual User Sign On for AgencyZoom

🔜 Next

Upgrade to PL Rating Import API

Linear

Hawksoft Integration

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.

Update Existing EZLynx Client via ApplicantId

💭 Planned

Lines of Business

LOB: Renters (HO4)

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:<ul><li>The ability to turn this feature on/off in settings for the agency</li><li>A dialog of minimum requirements from the integration partner</li><li>The ability to come back and edit the Risk Profile at a later date or update with more information and resend to integration.</li></ul>It would be available for:<ul><li><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI2NTczNzAxIiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="AgencyZoom Integration">@AgencyZoom Integration</li><li><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI0ODE5NzU4IiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="EZLynx Integration">@EZLynx Integration</li><li><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI2MTU2NDQwIiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Gaya Integration">@Gaya Integration</li><li><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI3NzcxMTY5IiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="PL Rating Integration">@PL Rating Integration </li><li><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI4NzAxMDIwIiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="QuoteRUSH Integration">@QuoteRUSH Integration</li></ul>Please upvote if you’d like to see this functionality added and please comment with any additional questions or ideas for this.

🚧 In Progress

Quick Send to Integrations

QQ Catalyst Integration

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.

AgencyProposals

Ability to Edit Proposals

An Anonymous User

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.

SageSure Integration

Support Multiple VAs

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 (<a target="_blank" rel="noopener noreferrer nofollow" href="mailto:tucker@insuredmine.com">tucker@insuredmine.com</a>) know if you would like to see this integration. Our goal for any CRM integration will be to include:<ul><li>Deal &amp; Pipeline Management</li><li>Lead Source Importing to RiskAdvisor</li><li>Document Transfer</li><li>Opportunity Management</li><li>Basically anything that will cut down on double entry for you</li><li>Based on the partner, we will explore additional capabilities.</li></ul>

InsuredMine Integration

Opening this content and viewing it is easier for our team if it is 1 PDF versus 4 PDFs.

Combine all Risk Profiles into 1 PDF

bwfeldman2

Epic Quotes / Leads Inbox Integration

There is no option for international driver's license on the auto.

Support International Driver's Licenses

Scarlett Thompson

Provide an automated Neptune Flood Quote when a Home Risk Profile is completed

Neptune Flood Integration

AMS360 Integration

QuoteForms

QuoteForms Form Builder

RiskAdvisor for Commercial Insurance

This project will consist of taking our carrier list to 80+ to 300+ as well as huge reliability enhancements.

RiskAdvisor

Help us make RiskAdvisor better 🚀