April Round-Up: Conditional Discovery Questions, QuickSend Enhancements, Giveaway & More!
TL;DR
Conditional Custom Questions are now available in your Discovery Questions
Improvements to QuickSend
CIC Giveaway Winner Announcements
Facebook User Group
What should we do next?
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!