Changelog

Conditional Custom Discovery Questions 🕵

Discovery Questions are like onions - they have layers! Now you can add conditional questions to your RiskProfiles in seconds in the “Discovery Questions” section of the Settings menu

Check out the Discovery Questions Help Article for more information

Improvements to QuickSend 🚀

QuickSend now works with multiple pipelines on AgencyZoom Integration.

Check out QuickSend for your integrations with AgencyZoom and Gaya AI

CIC Giveaway Winners to be announced 🎁

We are giving away an Advanced Subscription to the Risk & Insurance Education Alliance. Keep an eye on your inbox to see if you’re the lucky winner! RiskAdvisor’s CIC Subscription Training giveaway will be announced in May.

Bug Fixes 🪲

• Improved integration with Gaya AI Super Copy

• Fixed an issue with data not pre-filling and saving properly

• Added support for additional Roof Shapes and Swimming Pool Types on prefill data.

• Enhanced application speed and responsiveness

• Fixed an issue with browser timeouts and saving RiskProfiles.

• 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

Roadmap 🛣️

In addition to our Feedback board, please make sure to visit our Roadmap.
​
This is a great place to see what is planned and what is currently In Progress and vote on items you’d like to see come to RiskAdvisor!

QuickSend to AgencyZoom & Gaya

QuickSend allows users to send RiskProfiles to Gaya AI’s Super Copy and AgencyZoom with the minimum required information, enabling you to quickly create leads and opportunities—even when you don’t have time to complete a full RiskProfile. Make sure every client makes it to your integrated systems and gets your producers working faster.

Form Abandonment Notifications 🔔

Get emails right to your inbox when a lead has abandoned a QuoteForm! Jump right into a conversation with your leads via their preferred method of contact and start the intake process.

UI/UX Improvements

Customizable view for Drivers and Vehicles 🚙

Whether you’re a vertical or side scroller, you can now view drivers and vehicles in your preferred format by selecting the toggle at the top of each section.

Updated Scrolling methods 🧑‍💻

We’ve heard you like to take a lot of notes, so we made it more seamless to scroll each section of a RiskProfile. Now you can view your RiskProfile, side bars, and all of your notes with ease!

CIC Giveaway

Earn Your CIC on RiskAdvisor with our April Giveaway!

We are giving away an Advanced Subscription to the Risk & Insurance Education Alliance.

🔗 Check out this page to learn more about how to enter:
https://riskadvisor.insure/cic-giveaway/

BrokerTech Ventures

BrokerTech Ventures has selected RiskAdvisor as a member of the 2025 Accelerator Cohort!

There will be more than we share along the way but check out David’s LinkedIn post to hear some of his thoughts on this amazing honor: LinkedIn Post

Facebook User Group 🖥️

We are officially launching 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

Roadmap 🛣️

In addition to our Feedback board, please make sure to visit our Roadmap.
​
This is a great place to see what is planned and what is currently In Progress.
​
Don't forget to vote 🗳️

Form Abandonment Notifications 🔔

Get emails right to your inbox when a lead has abandoned a QuoteForm! Jump right into a conversation with your leads via their preferred method of contact and start the intake process.

Enable Form Abandonment Recovery on your QuoteForm Settings and choose your recipients for each QuoteForm to ensure you never miss a lead.

New Clients and RiskProfiles are automatically created in RiskAdvisor to ensure you’re ready to start collecting information immediately.

Check out the Help Article for more information on how to set up Form Abandonment Recovery notifications.

Addition of Purchase Date Pre-fill 🏠

• Automatically Pre-fill Purchase date for Home insurance as part of the Property Data Pre-fill feature

• Ensures this data is automatically sent to EZLynx, PL Rating, and QuoteRUSH

Bug Fixes 🪲

• Fixed an issue with incorrectly mapping “Closing Date” to ““Purchase Date” if the field is empty

• Updated permissions to allow users to see QuoteForm Submissions not assigned to them

• Improved handling of text overflow for long names on QuoteForms

• Additional bug fixes

👍 Join our Facebook User Group
💡 Give us Feedback
➡️ Roadmap
🎉 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!

UI/UX Changes 🧑‍💻

• Updated icons for QuoteForms menu for more clarity on action items.

• Check out the Help Articles on QuoteForms for more information on creating QuoteForms

From left to right: Duplicate QuoteForm, View Submissions, Copy URL, Copy Embed Code, QuoteForm Settings

Bug Fixes 🦟

• Fixed an issue with billing information displaying incorrectly

• +additional bug fixes and smaller changes

👍 Join our Facebook User Group
💡 Give us Feedback
➡️ Roadmap
🎉 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!

UI/UX Changes 🧑‍💻

• Updated language and presentation of billing notifications for RiskAdvisor subscription payments

Bug Fixes 🐛

• Corrected an error related to quote forms submissions

• +additional bug fixes and smaller changes

👍 Join our Facebook User Group
💡 Give us Feedback
➡️ Roadmap
🎉 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!

Centralized Credits for Data Pulls 💳

• Top up amounts have been revised to 25 Credits, from 10

• Check out the Help article for more information about Data Pulls and the changes to Centralized Credits

Quick Copy QuoteForms 📝

• Users can now quickly copy and edit QuoteForms in the QuoteForms main menu by clicking the “copy” icon

Bug Fixes 🐞

• +additional bug fixes and smaller changes

👍 Join our Facebook User Group
💡 Give us Feedback
➡️ Roadmap
🎉 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!