Elevate your sales process with the RiskAdvisor and InsuredMine integration.

Automate deal updates and contact management so you can focus on what matters most – strengthening client relationships and growing your book of business.

RiskAdvisor automatically creates rich, structured opportunities inside InsuredMine so your team can skip the data entry and stay focused on selling.

Check out the help article InsuredMine Integration for more information and a full setup guide

Suggest or vote for future features here: RiskAdvisor Feedback

If you have questions for us please chat with our support team or visit 📖 Help

HawkSoft Integration is even better 🦅

HawkSoft users rejoice! You've asked for a deeper integration with our AMS partners and we’ve listened. You can now push client, coverages, home info, multiple vehicles, and multiple drivers over to HawkSoft using the new document download!

Check out the help article HawkSoft Integration for more information and a full list of integrated items

If you’re currently using the older integration method and have trouble switching over, please let us know via chat and we’re happy to help.

Bug Fixes & Minor Improvements 🐞

• Sync from EZLynx not working

• Send to PL Rating Sub-question does not appear from QuoteForms Submission

• AZ Customers not regularly appearing in the Applicant Search bar.

• Logo Error when duplicating/editing a Quoteform

• Introduce On/Off for Have us call you option on QuoteForm creation

• Simplify sending to AgencyZoom

Big Features Coming Soon 👀

Make sure you vote on your favorites and reach out if you have any interest in exclusive early access to:

RiskProfile Customization v1

InsuredMine Integration

Canopy Connect Integration

Suggest or vote for future features here: RiskAdvisor Feedback

If you have questions for us please chat with our support team or visit 📖 Help

AgencyZoom Pipelines and Location Settings 📍

On the Review & Send Page for RiskProfiles: Once you’ve selected “yes” to send your RiskProfile to AgencyZoom, you’ll notice a new UI for handling where that RiskProfile will land. Now you can make sure it’s exactly where you expect it to go.

Note: Your drop-downs for Pipeline, Stage, and Location will automatically default to your agency’s default settings.

Bug Fixes & Minor Improvements 🐞

• Increased accuracy for UnderwritingAI home document extractions

• Send SSN to Gaya

• Send SSN to EZLynx

• Improvements to Call-in QuoteForms helper text

• Referral fields have been added to Call-in QuoteForms

• Fixed a bug for home improvement defaulting to “Yes”

• + 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

AgencyZoom Integration Improvements 🏎️

AgencyZoom QuoteForms Settings

As part of our continuous improvement philosophy, we’ve added some options to the QuoteForms Settings for pipelines in AgencyZoom. You can choose to use the team’s default settings or pick your own for each QuoteForm

Per-user Location Defaults for AgencyZoom

Some Agencies have multiple locations but only one instance of RiskAdvisor. Now you can select the proper location for your AgencyZoom integration on a per-user basis.

To check it out: Go to Settings → Integrations → AgencyZoom → Users Mapping and choose from the dropdown. You’ll see the team’s default location if no option is selected.

Set AgencyZoom Location per User

UnderwritingAI Updates 🧠

• Added the following fields to UnderwritingAI Rules:

  • Property Type

  • Vacancy Duration

  • Home on Market

  • Distance to Tidal Water

  • Dog Bite history and Number of dogs

  • Prior Losses

  • Protection Class field type

  • Wind/Hail rules

• Improved handling for more document types

• Added more options for large underwriting documents to handle those stuck in processing

• We are officially on version 1.0 (Beta)! Thank you for your feedback and support. If you have more requests, please submit them here: RiskAdvisor Feedback

Bug Fixes & Minor Improvements 🪲

• Fixed an issue with integrations triggering validation errors for Call-in Quotes: EZlynx Option Required

• We’ve improved our chat feature and help articles to make sure it’s as easy as possible to find helpful information

• Added a setting to override validation errors to prevent agents from entering in dummy data.

• AgencyZoom file uploads have been restored

• Surveys have been added to RiskAdvisor, you might see them pop up soon!

• Users reporting “pending” AgencyZoom status for RiskProfiles fixed: RiskProfile Pending to AgencyZoom for 12+ hours

• + other minor fixes!

Sneak Peek at What’s Coming Soon 🔜

Let us what you’d like to see RiskAdvisor tackle next - Upvote or submit a request to be notified as soon as it releases!

Canopy Connect Integration

InsuredMine Integration

Improved HawkSoft Integration

RiskProfile Customization v1

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

🦃 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