Changelog

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

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➡️ 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.

Data Prefill

Home & Auto Data Prefill / Manually entered information, such as Roof Type or Date of Birth, will now remain unchanged and not be overwritten by the Data Prefill feature.

General App Improvements

VA and/or Broker Notes added to the Notes PDF / Notes sent to your VA and/or Wholesale Broker are now conveniently included in the Notes PDF for easier access.

Prior Address Requirement / Prior address will only be required for 4 years or less

New Field - Dog Bite History / When adding a dog to a Risk Profile, you'll now find an additional field to specify the dog's Bite History. Response will be sent to EZLynx and QuoteRUSH.

Templates

Additional Auto Fields Added to Templates

• Are any of these optional coverages important to you?

• How do you use this vehicle?

Additional Home Fields Added to Templates / You can now set default values for common home specifications in your area. However, if Property Data provides different information for a specific field, it will override the default set in the Template

(Property Data will override these defaults only if they are template-set. Manually entered data will remain as is and will not be overridden)

• Residence Type

• # of Stories

• Framing

• Siding

• Foundation

• Type of Roof

• Roof Shape

• Type of Plumbing

• Type of Primary heating

  • # of Units

• # of Water Heaters

  • Type of Water Heater

  • Location of Water Heater

• Does your Home Qualify for Discounts?

• Companion Discounts

Bug Fix

API - Type of Business / We've fixed a problem where data wouldn't send successfully if the 'Type of Business' field was left blank or empty.