UnderwritingAI Beta is now Open 🧠

UnderwritingAI Beta is now available for Growth and Premium tier users. We’re constantly adding new features and improving service so keep an eye out for exciting updates.

To enroll in the UnderwritingAI beta, go into your RiskAdvisor Settings > UnderwritingAI > Check Opt-in

To watch the user webinar recording we did a few weeks ago click here.

New Features for UnderwritingAI

• Added attributes for UnderwritingAI for client and co-client in rule creation

• Policy Form and Prior Losses now available as rules and extracted from underwriting guidelines

• Business exposures are available for extraction and rule editing

• Occupancy information is now available in rules editor.

Vehicle Title Management 🚗

We’ve added the ability to look up ownership through the Auto Data Prefill and review vehicle titles to RiskAdvisor within the vehicle management section of RiskProfiles.

Bot Protections for Embedded QuoteForms 🤖

QuoteForms now have additional bot protection while embedded in your agency’s site. You can enable bot protection by clicking the checkbox in your QuoteForms Settings page.

AgencyZoom Carrier Mapping Page 📍

We’ve made some changes to the Carrier Mapping screen for AgencyZoom to improve the experience and make it even easier to map carriers for your integration. AgencyZoom has provided an updated list of carriers they support that will now be available via the dropdown.

Carrier Mapping Screen - AgencyZoom Integration

Bug Fixes & Minor Improvements 🐞

• Business Leads will no longer update from Personal Lines for AgencyZoom integration

• Text Authorization is now unselected by default

• Added security provisions for QuoteForms

• Fixed a bug with Discovery Questions UI when deselecting a sub-question

• Remove the +1 from the Phone Field in RiskProfiles

• Fixed an error when switching from monthly to annual subscriptions

• QuoteForm and PolicyLink buttons now have hover indicators

• Issues with embedded QuoteForms will now trigger error reporting

• Fixed mapping for AOP deductible in PL Rating

• Bug resolved for autocomplete phone number fields on QuoteForms

• EZLynx integration information shows only for eligible plans (Growth, Premium)

• + other improvements!

Facebook User Group 🖥️

Join our Facebook User Group so that we can collaborate and help each other.

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.
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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

This Month’s Blog Posts ✍🏻

Once an Agent, Always an Agent