What's New in v2.0.2 - Release Notes, 1/12/2024
New Feature
Setting to Enable Manual Auto Data Pulls
The Team Owner/Admin can now choose between automatic or manual settings for the Auto Data Prefill feature.
Add Ability to Enable Manual Auto Data Pulls
Launch PL Rating Integration from Risk Profile Card
You can now access the PL Rating Launch URL from the Risk Profile card after submitting the Risk Profile. This allows you to get over to PL Rating quicker from RiskAdvisor.
Launch PL Rating from Risk Profile Card
General App Improvement
Add Text Authorization Fields to PDF
The Text Authorization Fields will now be visible on the PDF to make it easier to view the client/prospect's response.
Driver(s) Updates
UI/UX Enhancement - Drivers are now displayed side by side instead of stacked, as part of a larger project update. (Forms Refactoring).
Integration: EZLynx
County - Prior Address
This had previously been fixed for Home/Auto and Home Only Risk Profiles. This change makes sure that it is also corrected for Auto Only Risk Profiles
Integration: QuoteRUSH
Deliverability Issues relating to Wind Mitigation Discounts
Resolved a bug that affected sending Wind Mitigation Form details from RiskAdvisor to QuoteRUSH.
QuoteRUSH Deliverability Issues related to Wind Mitigation
Integration: API/Zapier
Zapier Triggers
The New Risk Profile trigger will now only fire for completed Risk Profiles and not drafts.
Restrict Zapier Triggers to only fire with a submitted risk profile
Introduced a Standardized Way to Interact with 3rd Party APIs
As RiskAdvisor continues to scale, this will allow us to move more efficiently with other systems and platforms.
Other Changes
+bug fixes and smaller changes
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