Editable RiskProfiles ↩️

RiskProfiles can now be edited - even if they’ve been sent! You’ll see a note below the name of your RiskProfile indicating which one it has been edited from - perfect for tracking changes over time.

Editing a sent RiskProfile

Combined PDF Option for Proposals 📚

Easily get all your proposal documents for Home, Auto, and Umbrella in one convenient PDF. Click the options menu and “View Full PDF” for a combined view of all lines of business associated with your proposal.

View Full PDF option in the Client Proposals tab

Bug Fixes & Minor Updates 🪲

• Fixed an issue with existing clients from removed agency users

• Prevented duplicate QuoteForm submissions

• Improved Draft management for RiskProfiles.

• New Validation on QuoteForms when required vehicle fields are empty

• + 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.