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.
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And guess what? You can upvote current requests or add new requests without even having to create an account!
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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