PolicyLink

<h2>PolicyLink</h2>We're excited to announce the release of PolicyLink 🎉This lets you:<ul><li>Provide a Consumer Facing Link to your Prospects and Customers</li><li>They'll be able to log into their current carrier and provide you with their Policy &amp; Dec Pages</li><li>Once Completed, this will send you a notification</li><li>Once Completed, this will generate a Risk Profile in a Draft Status with the following pieces of data:<ul><li>Contact Information</li><li>Current Carrier Information (Carrier Name, Premium &amp; Expiration Date)</li><li>Driver(s) Information</li><li>Vehicle(s) Information</li><li>ID Cards &amp; Dec Pages</li></ul></li></ul>If you'd like to view an interactive demo of what PolicyLink looks like check it out below:<a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://riskadvisor.navattic.com/poliyclink-rn">PolicyLink Interactive Demo</a>

What's New in v2.1.8 - Introducing PolicyLink, 5/3/2024

Help Center

Integration: QuoteRush

Bug Fix

Integration: EZLynx

AgencyProposals

Integration: AgencyZoom

Data Pre-Fill

Brokers

Integration: PL Rating

Virtual Assistants

Integration: Zapier

Custom Discovery Questions

Email Templates

Integration: Gaya

QuoteForms

Round-Up

RiskProfiles

Underwriting AI

Integration: HawkSoft

Integration: InsuredMine

Integrations

UnderwritingAI

Form Builder

Improved

riskadvisor

Handle customers who are experiencing bugs or glitches.

Handle customers with specific feature requests.

Waiting on Additional Feedback

 🧐 In Review

Waiting on Product Response

💭 Planned

🔜 Next

🚧 In Progress

🔒 In Closed Beta

🧪 In Open Beta

🔥 Released

Canceled

Duplicate

Rejected

Lines of Business

Risk Profiles

Prospect Feedback

Platform

In Review

Planned

In Progress

🧪 In Beta

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}! 👋