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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💡 Give us Feedback
➡️ Roadmap
🎉 Latest Changes
📖 Help

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.

We've been hard at work to bring you some exciting new features and enhancements at RiskAdvisor.

New Features

Zapier & API: Add Notes & Return User Email to API Resources

• 🎉 Status: Released
  This allows Notes & the Return User Email to be accessed via Zapier and the API
  View Enhancement

Zapier Action: Create a Note for a Risk Profile

• 🎉 Status: Released

  Streamline your workflow with our new Zapier Action, enabling the creation of a note directly within a Risk Profile, enhancing both speed and efficiency.
  View Enhancement

Increase the likelihood that Vehicle Data is Returned

• 🎉 Status: Released

  We primarily return Registered Vehicle Data, including DMV-related details like VINs and lien holder information. If this isn't available, we will provide standard vehicle data instead.
  View Enhancement

PolicyLink Improvements

• 🎉 Status: Released
  Update Existing Draft Risk Profiles with PolicyLink Data and Attachments: This will add the additional data to the existing Risk Profile instead of creating a new Risk Profile.

• 🎉 Status: Released
  Add permission for team members to view assigned PolicyLinks: Users are now able to see PolicyLinks that are assigned to them.
  View Enhancement

Bug Fixes & Other Changes

• Fixed Bug Related to the Address Fields Created from Zapier: If the address was not from Zapier it would cause issues with the address field in RiskAdvisor. View Bug Fix

• Fixed Bug Related to Showing Brokers on the Edit Page

• Typo Tolerance in Zapier Search: Enhanced search accuracy by removing typo tolerance that led to email mismatches. View Bug Fix

• CoClient Emails

• +additional bug fixes and other smaller changes

💡 Give us Feedback

➡️ Roadmap

🎉 Latest Changes

📖 Help

We appreciate your ongoing feedback and support as we continue to improve and evolve your RiskAdvisor experience! 👏 Stay tuned for more updates and innovations.

General App Improvements

This update improves loading times by only displaying the most recent 10 clients, which is especially helpful for teams with many clients. We've also enhanced the user experience with new features that indicate when information is loading and fixed a search feature to prevent repeated requests

Zapier Trigger: PolicyLink completed

Users can now automate processes with Zapier when a PolicyLink is completed, utilizing all returned data.

Bug Fixes & Other Changes

• Years at Address not being sent on New Purchase

• Add DP1 to Requested Policy Form Dropdown

• +additional bug fixes and other smaller changes