Integrations

• AgencyZoom Integration / We introduced our most popular integration, AgencyZoom

  • Ability to import Lead Sources

  • Ability to search Leads and Customers

  • Seamlessly update stages and pipelines

  • Effortlessly send Risk Profile PDFs and Attachments to AgencyZoom

• PL Rating Integration / We introduced our direct integration with Vertafore's Rater.

  • Easily send Home and Auto quotes directly to PL Rating straight from RiskAdvisor

• QuoteRUSH Integration / We introduced our direct integration with QuoteRUSH - a rater for high risk markets

  • Easily send Home and Auto quotes directly to QuoteRUSH straight from RiskAdvisor

Integration Enhancements

• AgencyZoom

  • Opportunity Creation from RiskAdvisor ➡️ AgencyZoom

• Zapier Integration

  • Intake Risk Profiles via Zapier from a 3rd Party App

Product / Features

• Auto Data Prefill

  • Help Article

  • Release Notes

• Agency Discovery Questions

  • Help Article

  • Release Notes

• Auto Save

  • Release Notes

• AgencyProposals

  • Help Article

  • Release Notes

• Templates

  • Help Article

Thank you to every RiskAdvisor customer and supporter for a great 2023! We're so excited for what 2024 will bring and we will continue to work to make RiskAdvisor better for you ❤️

You can find the full release notes for these updates and much more below!

Release Notes

Roadmap

Feedback Board