Introducing Auto Data Prefill

RiskAdvisor users will now be able to easily prefill Risk Profiles with Driver and Vehicle Data just by inputting the Name and Address.

Drivers

• First Name

• Middle Name

• Last Name

• Date of Birth

• DL State (if available)

• DL Number (if available)

Vehicles

• Year

• Make

• Model

• VIN

• Lienholder (if applicable; if available)

General App Improvements

Lead Source / We have moved the Lead Source to be stored with the client instead of the Risk Profile. This way you can track the lead source at the client level. If you would like to individually track the lead source at the Risk Profile level, please vote on this here

Occupation - College Student / We added College Student as an occupation

Recreational Vehicles VIN Validation / We removed the VIN Validation for Recreational Vehicles to allow for VINs/Serial Numbers that do not match the traditional 17 digit VIN Validation

Garaging State / The garaging address for vehicles will automatically be synced with the insured address

Licensed State / The licensed state for drivers will automatically be synced with the insured address

Consolidated Team Settings Page / Settings, Users, Templates and Integrations now all live under the settings page

EZLynx Integration

Prior Address County / We are now sending the County for the Prior Address. This allows for the Prior Address to be auto validated for you

Bug Fixes

Proposal Summary Email / Fixed bug that was preventing Proposal Summaries and PDFs from generating

Co-Client Email & Phone / A recent release accidentally added a requirement to the Co-Client's Email & Phone which has been removed.