🦃 Happy Thanksgiving to all those who celebrate. As the weather gets colder check out these pretty cool features from our November Round Up! ☃️

UnderwritingAI 🧠

New Models - UnderwritingAI has gotten faster and smarter! We’ve seen an increase in the accuracy and speed of underwriting rules we can pull from your underwriting guidelines

New Rule Types Available:

• Residence Type

• Dog-related fields

• County

You can opt in to UnderwritingAI in Settings → UnderwritingAI

Check out the help articles here if you have more questions: UnderwritingAI Setup Guide (Beta)

Validation Override 👍

We’ve added the option for an agency to decide if the required information can be bypassed by their users. Enabling Validation Override allows the agent to move forward even when certain fields are missing or invalid.

To enable Validation Override, Admins can visit the Settings → Agency → Validation Override → Check to allow and save

QuoteForms Updates 📝

We’ve heard you loud and clear - more customizations to your QuoteForms are now available!

Custom Logos

Custom Logos are available on a per-QuoteForm Basis. You can choose a file to upload on the QuoteForm Settings to apply a specific logo to that QuoteForm.

Add support for Custom Logo upload per QuoteForm

AgencyZoom Options per-QuoteForm

In the spirit of QuoteForm Customization, we know that you don’t always want the same result from submissions. Now you can control integrations independently on the QuoteForm Settings.

EZLynx Integration Settings per-QuoteForm

Just like with AgencyZoom, you can dictate if you want each submission to automatically move to EZLynx or stay within RiskAdvisor for your workflow. You can access these options in your QuoteForm Settings

State Restrictions

If your agency only writes in a select state(s) and want to make sure customers don’t waste time filling out ineligible forms, you can enable state restrictions on certain QuoteForms. Enabling state restrictions allows you to control the submissions coming into the agency and make sure the leads are pre-vetted on location

Add state selection step in QuoteForm

Address Structure Updates

RiskAdvisor QuoteForms now have an improved UI/UX for Address. Clients can choose to search and prefill the address using the top box or manually enter their address details below.

Bug Fixes & Minor Improvements 🐞

• We’ve updated our chat service for better response times and improving user suggestion tracking

• Added Social Security Number (SSN) to the client information on RiskProfiles

• Fixed an issue with session logout

• Show Heating & Air update regardless of # of Units for QuoteForms

• Show Heating & Air update regardless of # of Units for RiskProfiles

• Show Water Heater Update regardless of # of Units for Risk Profiles

• HawkSoft files have been attached to the Submission Summary email when HawkSoft integration is enabled.

• Improved the file upload and transfer to AgencyZoom

Facebook User Group 🖥️

Join our Facebook User Group so that we can collaborate and help each other.

Please join our User Group by following this link: RiskAdvisor User Group

What should we do next? 🚀

We know how important it is to build what you need so we are asking for you to actively vote for what you'd like to see us build next for RiskAdvisor! We are getting close to being able to focus on exactly what you vote on.
​
And guess what? You can upvote current requests or add new requests without even having to create an account!
​
Here are some items you can vote for or you can see everything up for vote here: RiskAdvisor Feedback

As always, if you have questions for us, please chat with our support team or visit 📖 Help

UnderwritingAI Beta is now Open 🧠

UnderwritingAI Beta is now available for Growth and Premium tier users. We’re constantly adding new features and improving service so keep an eye out for exciting updates.

To enroll in the UnderwritingAI beta, go into your RiskAdvisor Settings > UnderwritingAI > Check Opt-in

To watch the user webinar recording we did a few weeks ago click here.

New Features for UnderwritingAI

• Added attributes for UnderwritingAI for client and co-client in rule creation

• Policy Form and Prior Losses now available as rules and extracted from underwriting guidelines

• Business exposures are available for extraction and rule editing

• Occupancy information is now available in rules editor.

Vehicle Title Management 🚗

We’ve added the ability to look up ownership through the Auto Data Prefill and review vehicle titles to RiskAdvisor within the vehicle management section of RiskProfiles.

Bot Protections for Embedded QuoteForms 🤖

QuoteForms now have additional bot protection while embedded in your agency’s site. You can enable bot protection by clicking the checkbox in your QuoteForms Settings page.

AgencyZoom Carrier Mapping Page 📍

We’ve made some changes to the Carrier Mapping screen for AgencyZoom to improve the experience and make it even easier to map carriers for your integration. AgencyZoom has provided an updated list of carriers they support that will now be available via the dropdown.

Carrier Mapping Screen - AgencyZoom Integration

Bug Fixes & Minor Improvements 🐞

• Business Leads will no longer update from Personal Lines for AgencyZoom integration

• Text Authorization is now unselected by default

• Added security provisions for QuoteForms

• Fixed a bug with Discovery Questions UI when deselecting a sub-question

• Remove the +1 from the Phone Field in RiskProfiles

• Fixed an error when switching from monthly to annual subscriptions

• QuoteForm and PolicyLink buttons now have hover indicators

• Issues with embedded QuoteForms will now trigger error reporting

• Fixed mapping for AOP deductible in PL Rating

• Bug resolved for autocomplete phone number fields on QuoteForms

• EZLynx integration information shows only for eligible plans (Growth, Premium)

• + other improvements!

Facebook User Group 🖥️

Join our Facebook User Group so that we can collaborate and help each other.

Please join our User Group by following this link: RiskAdvisor User Group

What should we do next? 🚀

We know how important it is to build what you need so we are asking for you to actively vote for what you'd like to see us build next for RiskAdvisor! We are getting close to being able to focus on exactly what you vote on.
​
And guess what? You can upvote current requests or add new requests without even having to create an account!
​
Here are some items you can vote for or you can see everything up for vote here: RiskAdvisor Feedback

As always, if you have questions for us, please chat with our support team or visit 📖 Help

This Month’s Blog Posts ✍🏻

Once an Agent, Always an Agent

UnderwritingAI Beta 🧠

We’ve released UnderwritingAI into the hands of a few select agencies and the feedback so far has been amazing! With updates coming all the time, UnderwritingAI is improving rapidly.

Keep your eyes peeled for more announcements on UnderwritingAI and the chance to join the beta group!

AgencyZoom Carrier Mapping Page

We’ve made some changes to the Carrier Mapping screen for AgencyZoom to improve the experience and make it even easier to map carriers for your integration. AgencyZoom has provided an updated list of carriers they support that will now be available via the dropdown.

Carrier Mapping Screen - AgencyZoom Integration

Bug Fixes & Minor Improvements 🐞

• Fixed an error when switching from monthly to annual subscriptions

• QuoteForm and PolicyLink buttons now have hover indicators

• Issues with embedded QuoteForms will now trigger error reporting

• Fixed mapping for AOP deductible in PL Rating

• Bug resolved for autocomplete phone number fields on QuoteForms

• EZLynx integration information shows only for eligible plans (Growth, Premium)

• + other minor fixes!

Facebook User Group 🖥️

Join our Facebook User Group so that we can collaborate and help each other: RiskAdvisor User Group

What should we do next? 🚀

We know how important it is to build what you need so we are asking for you to actively vote for what you'd like to see us build next for RiskAdvisor! We are getting close to being able to focus on exactly what you vote on.
​
And guess what? You can upvote current requests or add new requests without even having to create an account!
​
Here are some items you can vote for or you can see everything up for vote here: RiskAdvisor Feedback

As always, if you have questions for us, please chat with our support team or visit 📖 Help

Underwriting AI Sneak Peek 👀

RiskAdvisor is excited to show you something we’ve been working on for a while - Sign up for our webinar for the latest information on our new Underwriting AI: Webinar Registration

Condo, Renters, and Mobile for RiskProfiles 🏢

Condo, Renters, and Mobile are now available as options for RiskProfiles. Selecting one of the options displays different question sets that are relevant to your client’s RiskProfile.

Condo option selected in the “Home” section in a RiskProfile

EZLynx Client Sync

Worried about duplicating efforts or entering data you might already have in EZLynx? Now you can see any matching contacts from EZLynx and load their data into your Applicant Details. Note: EZLynx integration must be enabled

EZLynx Sync Integrations options with dropdown expanded

Additional AgencyZoom Lead Data 🔁

Within the RiskProfile applicant search field you can now see AgencyZoom Customers and Leads and utilize the additional information from these clients.

New fields returned to a RiskProfile when a lead is selected:

• Birth Date

• Marital Status

• Notes/Comments

Applicant Search box with two AgencyZoom customers ready for a RiskProfile

Improved Policy & Dec Page UI 📑

We’ve rearranged the Policy & Dec Pages screen within the Client to better align with the new PolicyLink 2.0. You’ll now see Status results, PDF copies of the retrieved documents, and Vehicle and Driver Information that has been processed.

Viewing the new Policy & Dec Pages screen

Updated UI and Client Links in Form Abandonment emails 🍂

Utilizing Form Abandonment in your QuoteForms generates emails to your assigned agents that allows them to quickly follow up with clients and make sure you never miss a lead! Clicking the hyperlink in the client name to bring you directly to the client’s newly created Profile.

A Sample Form Abandonment Email

Bug Fixes & Minor Improvements 🐞

• Bug for tickets & violations in drivers section has been fixed

• Fixed an issue related to downloading HawkSoft documents after a RiskProfile has been sent.

• Increased size restrictions for PDF documents to handle larger files

• QuoteForms submissions now sort by most recent first

• Improved results for EZLynx QuickSend

• Fixed VIN lookup for 2026 Vehicles in EZLynx

• AgencyZoom leads and Customers missing First or Last Name will now transfer

• Rate Limiting has been enabled for QuoteForms protecting from bots

• Several QuoteForm icons have been updated

• PolicyLink can now create Co-applicants with First Name only

• + other improvements!

Facebook User Group 🖥️

Join our Facebook User Group so that we can collaborate and help each other.

Please join our User Group by following this link: RiskAdvisor User Group

What should we do next? 🚀

We know how important it is to build what you need so we are asking for you to actively vote for what you'd like to see us build next for RiskAdvisor! We are getting close to being able to focus on exactly what you vote on.
​
And guess what? You can upvote current requests or add new requests without even having to create an account!
​
Here are some items you can vote for or you can see everything up for vote here: RiskAdvisor Feedback

As always, if you have questions for us, please chat with our support team or visit 📖 Help

This Month’s Blog Posts ✍🏻

Trust First: A Quote Flow That Converts

Stop Writing Everyone

Additional AgencyZoom Lead Data 🔁

Within the RiskProfile applicant search field you can now see AgencyZoom Customers and Leads and utilize the additional information from these clients.

New fields returned to a RiskProfile when a lead is selected:

• Birth Date

• Marital Status

• Notes/Comments

Applicant Search box with two AgencyZoom customers ready for a RiskProfile

Improved Policy & Dec Page UI 📑

We’ve rearranged the Policy & Dec Pages screen within the Client to better align with the new PolicyLink 2.0. You’ll now see Status results, PDF copies of the retrieved documents, and Vehicle and Driver Information that has been processed.

Viewing the new Policy & Dec Pages screen

Updated UI and Client Links in Form Abandonment emails 🍂

Utilizing Form Abandonment in your QuoteForms generates emails to your assigned agents that allows them to quickly follow up with clients and make sure you never miss a lead! Clicking the hyperlink in the client name to bring you directly to the client’s newly created Profile.

A Sample Form Abandonment Email

Bug Fixes & Minor Improvements 🐞

• Improved results for EZLynx QuickSend

• Fixed VIN lookup for 2026 Vehicles in EZLynx

• AgencyZoom leads and Customers missing First or Last Name will now transfer

• Rate Limiting has been enabled for QuoteForms protecting from bots

• Several QuoteForm icons have been updated

• PolicyLink can now create Co-applicants with First Name only

• + other minor fixes!

Facebook User Group 🖥️

Join our Facebook User Group so that we can collaborate and help each other together.

Please join our User Group by following this link: RiskAdvisor User Group

What should we do next? 🚀

We know how important it is to build what you need so we are asking for you to actively vote for what you'd like to see us build next for RiskAdvisor! We are getting close to being able to focus on exactly what you vote on.
​
And guess what? You can upvote current requests or add new requests without even having to create an account!
​
Here are some items you can vote for or you can see everything up for vote here: RiskAdvisor Feedback

As always, if you have questions for us, please chat with our support team or visit 📖 Help

QuickSend for EZLynx 🐈‍⬛

You all loved QuickSend for AgencyZoom and HawkSoft integrations so we’re back for round three of QuickSend - this time for EZLynx!

Go into Settings → Integrations → EZLynx and make sure QuickSend is enabled.

EZlynx integration settings page

Once enabled, you’ll see the “Quick Send” button at the bottom of your RiskProfile. You’ll need the following minimum fields filled:

• First Name

• Last Name

• Email or Phone Number

• Line of Business: Auto or Home

Clicking on the Quick Send button will bring up a modal confirming some information:

QuickSend Modal with options for EZLynx

For more information, check out the help article

New File Upload Controls for PolicyLink 🔗

If your agency prefers your clients connect directly to their insurance carriers instead of uploading their own documents, you can now disable manual file uploads. We’re making sure your PolicyLinks are set up the way that your agency does business.

Editable RiskProfiles ↩️

RiskProfiles can now be edited - even if they’ve been sent! You’ll see a note below the name of your RiskProfile indicating which one it has been edited from - perfect for tracking changes over time.

Editing a sent RiskProfile

Combined PDF Option for Proposals 📚

Easily get all your proposal documents for Home, Auto, and Umbrella in one convenient PDF. Click the options menu and “View Full PDF” for a combined view of all lines of business associated with your proposal.

View Full PDF option in the Client Proposals tab

Bug Fixes & Minor Improvements 🐞

• Fixed an issue resulting in duplicate RiskProfiles on new RiskProfile creation

• Improved reliability for Gaya integration

• Allow larger file attachments for RiskProfiles

• Improved edit functionality for RiskProfiles that have been delivered

• Mitigated an issue with 2026 model year vehicles not sending to EZLynx

• New validation for vehicle editing on QuoteForms

• + other minor fixes!

Facebook User Group 🖥️

Join our Facebook User Group so that we can collaborate and help each other together.

Please join our User Group by following this link: RiskAdvisor User Group

What should we do next? 🚀

We know how important it is to build what you need so we are asking for you to actively vote for what you'd like to see us build next for RiskAdvisor! We are getting close to being able to focus on exactly what you vote on.
​
And guess what? You can upvote current requests or add new requests without even having to create an account!
​
Here are some items you can vote for or you can see everything up for vote here: RiskAdvisor Feedback

As always, if you have questions for us, please chat with our support team or visit 📖 Help

This Month’s Blog Posts ✍🏻

How to Get 20 5-Star Google Reviews This Month

Why Online Raters Can Hurt Conversions

Editable RiskProfiles ↩️

RiskProfiles can now be edited - even if they’ve been sent! You’ll see a note below the name of your RiskProfile indicating which one it has been edited from - perfect for tracking changes over time.

Editing a sent RiskProfile

Combined PDF Option for Proposals 📚

Easily get all your proposal documents for Home, Auto, and Umbrella in one convenient PDF. Click the options menu and “View Full PDF” for a combined view of all lines of business associated with your proposal.

View Full PDF option in the Client Proposals tab

Bug Fixes & Minor Updates 🪲

• Fixed an issue with existing clients from removed agency users

• Prevented duplicate QuoteForm submissions

• Improved Draft management for RiskProfiles.

• New Validation on QuoteForms when required vehicle fields are empty

• + other minor fixes

👍 Join our Facebook User Group
💡 Give us Feedback
🎉 Latest Changes
📖 Help

We appreciate your ongoing feedback and support as we continue to improve and evolve your RiskAdvisor experience! 👏 More updates and innovations to come!

As always, if you have questions for us, please chat with our support team.

PolicyLink 2.0 & Webinar 🔗

We’ve released a new version of PolicyLink we’re calling PolicyLink 2.0! Partnering with MeasureOne, we’re bringing even more data and streamlining policy and dec page collection.

Embedded QuoteForms with PolicyLink as the center option

Users have the choice to upload their own documents or log into their carrier portal for automatic document retrieval, creation of a RiskProfile, and pre-filling their insurance information.

Check out the PolicyLink Help Guide for more information

Combined PDFs for RiskProfiles ➕

Now you can view all your PDFs as one document instead of separate downloads from the three dot menu contained on the RiskProfile card. Clicking “View Full PDF” will open up a combined document with all lines of business and details contained.

Note: PDFs stack in this order: Home, Auto, Umbrella, and Notes

“View Full PDF” Option

QuoteForms UI/UX changes 🎨

QuoteForms now support many more hexcode colors to better match your agency branding. Icons and major buttons will now clearly represent the color choices in your agency settings page with updated design language.

Team Branding under the “Settings” page

New icons, flat buttons, and color matched to selections in Team Branding settings

Summary Email Options 💬

Admins can now control for the agency whether or not to send Summary Emails when RiskProfiles are submitted. As an Admin, go to Settings → Agency Settings → Summary Email to change your preference.

Summary Email Options in the “Agency Settings” page

Editable PolicyLinks ⛓️

PolicyLinks can now be edited - Click the gear icon under your PolicyLink dashboard to view submissions and edit options for each PolicyLink

PolicyLink management screen

Additional submission emails for QuoteForms 📝

Users can now set additional emails the receive submission emails in the QuoteForm settings page. Go to QuoteForms → Settings (Gear Icon) → “Send Submission Email to” and then select the emails you’d like to send submission emails to.

Submission recipient options in QuoteForm Settings

Minor Improvements 📈

• UI improvements on the search fields for Applicant and Co-Applicant on RiskProfiles

• Document handling for PolicyLink 2.0 adjusted to handle all available items

• Icons in QuoteForms updated to new design standards

• Form Abandonment emails now include “Address” and “Selected Lines of Business”

• Settings for “Require All Fields” Questions are now copied when duplicating a QuoteForm

• Full-time rentals are now able to be sent to EZLynx from RiskAdvisor. Policy Type will be need to be chosen in EZLynx to proceed

• Updated the icons on the vehicle and driver sidebars in QuoteForms

• Updates to logo sizes on QuoteForms to improve UI/UX for mobile and desktop

• Larger file attachments are now accepted on RiskProfiles above 5 MB

Bug Fixes 🐞

• Fixed an issue with RiskAdvisor freezing on certain RiskProfiles

• Fixed an issue with the scrollbar appearing in Windows versions of QuoteForms

• Plus other minor fixes

Facebook User Group 🖥️

Join our Facebook User Group so that we can collaborate and help each other together.

Please join our User Group by following this link: RiskAdvisor User Group

What should we do next? 🚀

We know how important it is to build what you need so we are asking for you to actively vote for what you'd like to see us build next for RiskAdvisor! We are getting close to being able to focus on exactly what you vote on.
​
And guess what? You can upvote current requests or add new requests without even having to create an account!
​
Here are some items you can vote for or you can see everything up for vote here: RiskAdvisor Feedback

As always, if you have questions for us, please chat with our support team or visit 📖 Help