Introducing AgencyProposals

New Product/Feature

AgencyProposals allows you to create proposals that reflect your branding and expertise. This ways, you can focus on what you do best and leave the proposal creation to us.

Heres the best part, if you've already done Risk profile yiu have already done 90% of the work for the AgencyProposal.

Thats right! You can pre-fill and AgencyProposal from your already created Risk Profile!

AgencyProposals is available a la carte but also comes included in all full RiskAdvisor plans.

If you are a current RiskAdvisor user, you can now update your branding in Team Settings and you are ready to go!

Autosave

We have reintroduced the "Save as Draft" button to compliment the Autosave feature. Admittedly, we have been seeing some bugs in the Autosave feature that has prevent it from being as reliable as we need it to be at this exact moment.

We will continue to dig into this but we wanted to bring back the "Save as Draft" button in the meantime to give you confidence when you need to save the draft.

General App Improvements

Registration

• Agencies now have the ability to register their account and gain immediate access to their account which streamlines their onboarding.

Admin rifhts

• Admins now have the ability to view the Billing, team Settings, and Integrations Page similar to the Account Owner.

QuoteRush Auto Integration

Agencies who utilize QuoteRush for their auto rater will now be able to send both Home & Auto Risk Profiles through to their system which eliminates duplicate entry.