QuickSend for EZLynx 🐈‍⬛

You all loved QuickSend for AgencyZoom and HawkSoft integrations so we’re back for round three of QuickSend - this time for EZLynx!

Go into Settings → Integrations → EZLynx and make sure QuickSend is enabled.

EZlynx integration settings page

Once enabled, you’ll see the “Quick Send” button at the bottom of your RiskProfile. You’ll need the following minimum fields filled:

• First Name

• Last Name

• Email or Phone Number

• Line of Business: Auto or Home

Clicking on the Quick Send button will bring up a modal confirming some information:

QuickSend Modal with options for EZLynx

For more information, check out the help article

New File Upload Controls for PolicyLink 🔗

If your agency prefers your clients connect directly to their insurance carriers instead of uploading their own documents, you can now disable manual file uploads. We’re making sure your PolicyLinks are set up the way that your agency does business.

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 Improvements 🐞

• Fixed an issue resulting in duplicate RiskProfiles on new RiskProfile creation

• Improved reliability for Gaya integration

• Allow larger file attachments for RiskProfiles

• Improved edit functionality for RiskProfiles that have been delivered

• Mitigated an issue with 2026 model year vehicles not sending to EZLynx

• New validation for vehicle editing on QuoteForms

• + other minor fixes!

Facebook User Group 🖥️

Join our Facebook User Group so that we can collaborate and help each other together.

Please join our User Group by following this link: RiskAdvisor User Group

What should we do next? 🚀

We know how important it is to build what you need so we are asking for you to actively vote for what you'd like to see us build next for RiskAdvisor! We are getting close to being able to focus on exactly what you vote on.
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And guess what? You can upvote current requests or add new requests without even having to create an account!
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Here are some items you can vote for or you can see everything up for vote here: RiskAdvisor Feedback

As always, if you have questions for us, please chat with our support team or visit 📖 Help

This Month’s Blog Posts ✍🏻

How to Get 20 5-Star Google Reviews This Month

Why Online Raters Can Hurt Conversions

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

👍 Join our Facebook User Group
💡 Give us Feedback
🎉 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.

Billing Module

Introducing the new Billing Module 🎉
Visit https://app.riskadvisor.insure/billing to check it out.

Current Plan

One central location to see & manage your RiskAdvisor plan including the number of seats that you hav associated with your team.

Credits

You can now keep tabs of your Auto Data, Property Data, and PolicyLink pulls in one central spot.

Additional Items Available

• See your upcoming monthly bill

• See your upcoming monthly payment

• Manage your payment methods

• Usage

• Invoices

• Billing Details

• Be notified of additional charges for adding additional seats in realtime.

Bug Fixes & Other Changes

• Vehicle ID Bug: Fixed bug that was associated with a Risk Profile being updated via PolicyLink and the Vehicle ID was not being set. View Bug Fix

• Miles to Work: Fixed bug that was associated to the Miles to Work being populated as Undefined for Proposals.

• Prior Auto Carrier: Fixed bug that was associated with the Current Auto Carrier populating the Proposed Carrier for Proposals.

💡 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.