HawkSoft Client Download & Integration 🪽

RiskAdvisor can now directly download the client details to your desktop instance of HawkSoft 6! Simply hit the “HawkSoft Download” button once enabled to download the HawkSoft Document directly to your desktop.

Requires First Name, Last Name, and Email or Phone Number

Check out the help article for more information

QuoteForms Required Fields 📝

Added toggle options to allow agencies to choose the fields required on each individual QuoteForm

To enable, choose the QuoteForm you’d like to edit and hit the “settings” gear icon. You’ll see these options on the left side.

Zapier Expansion ⚡️

Additional Auto Policy Details and Home Policy Details are now available via Zapier, including:

• Auto Policy Vehicle Details

• Auto Policy Details

• Auto Policy - Coverage Details

• Several questions relating to Home Details

Minor Improvements and Bug Fixes

New AgencyZoom User Mapping📍

If your AgencyZoom Integration is enabled, you’ll now be able to automatically map team members if their first and last names match.

Bug Fixes 🪲

• Fixed an issue with Policies being duplicated via PolicyLink

• Reduced errors rates with QuoteForm submissions that are abandoned

• Improved application performance for certain tasks

• + other minor fixes

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We appreciate your ongoing feedback and support as we continue to improve and evolve your RiskAdvisor experience! 👏 More updates and innovations to come!

As always, if you have questions for us, please chat with our support team.