Improved

Bug Fix

Email Templates

<h2>General App Improvements</h2>@Add Carriers Selected for Quoting to Notes PDFThis makes the requested carriers accessible wherever the documents are sent or integrated.@Scroll bar for Drivers &amp; VehiclesThe scroll bar is now available at both the top and bottom of the Driver/Vehicle form, enhancing accessibility and user experience.Additional Improvements &amp; Changes<ul><li>@Move two questions to Driver Form</li><li><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="65de4183ba5fa472fd382666-post" data-label="Remove Requirement from Coverage B, Coverage C, &amp; Coverage D $ Output">@Remove Requirement from Coverage B, Coverage C, &amp; Coverage D $ Output</li></ul><h2>Email Templates</h2><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="65c15e7c5b92fc00e05a57be-post" data-label="Add Applicant Email and Risk Profile # Variables to Emails">@Add Applicant Email and Risk Profile # Variables to EmailsYou can now include the client's email address and Risk Profile number in the subject line of emails sent to Virtual Assistants, Team Members, and Brokers for easier automation and identification.<h2>Bug Fixes &amp; Other Changes</h2><ul><li><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="65c3b349c84d08f98fd77b01-post" data-label="Empty Phone Number is sending &quot;1&quot; to EZLynx">@Empty Phone Number is sending "1" to EZLynx</li><li>+bug fixes and other smaller changes</li></ul>

What's New in v2.1.0 - Release Notes, 2/29/2024

Help Center

UI/UX

Integration: QuoteRush

Integration: EZLynx

AgencyProposals

Integration: AgencyZoom

Data Pre-Fill

Brokers

Integration: PL Rating

Templates

Virtual Assistants

Integration: Zapier

Custom Discovery Questions

PolicyLink

Integration: Gaya

QuoteForms

Round-Up

RiskProfile

Underwriting AI

riskadvisor

 🧐 In Review

💭 Planned

🚧 In Progress

🔥 Released

Duplicate

Rejected

🔜 Next

Integrations

Lines of Business

Risk Profiles

Prospect Feedback

UnderwritingAI

Platform

In Review

Planned

In Progress

Released

Main Roadmap

QuoteForms Roadmap

Risk Profiles Roadmap

AgencyProposals Roadmap

PolicyLink Roadmap

Integrations Roadmap

Lines of Business Roadmap

Tell RiskAdvisor how they could make the product more useful to you.

Help us make RiskAdvisor better 🚀

Give feedback on how we can improve RiskAdvisor

Want to see something new added to RiskAdvisor?

Hey {name|there}! 👋