Not all risk is created equal. Tell us what matters to you - and never miss another data point from your clients.

With RiskProfile Customization V2 you can:

• Add any question, of any type, into any section of the RiskProfile

• Reorder fields in the way that fits your preferences

• Choose dependent questions that appear only for specific cases, states, or other criteria

Add your questions in a few minutes.

Change them anytime.

Reach out to david.brower@riskadvisor.insure or to any member of our team in chat to schedule time to get set up with the Beta for your agency

RiskProfile Customization v2

UnderwritingAI Beta is now Open 🧠

UnderwritingAI Beta is now available for Growth and Premium tier users. We’re constantly adding new features and improving service so keep an eye out for exciting updates.

To enroll in the UnderwritingAI beta, go into your RiskAdvisor Settings > UnderwritingAI > Check Opt-in

To watch the user webinar recording we did a few weeks ago click here.

New Features for UnderwritingAI

• Added attributes for UnderwritingAI for client and co-client in rule creation

• Policy Form and Prior Losses now available as rules and extracted from underwriting guidelines

• Business exposures are available for extraction and rule editing

• Occupancy information is now available in rules editor.

Vehicle Title Management 🚗

We’ve added the ability to look up ownership through the Auto Data Prefill and review vehicle titles to RiskAdvisor within the vehicle management section of RiskProfiles.

Bot Protections for Embedded QuoteForms 🤖

QuoteForms now have additional bot protection while embedded in your agency’s site. You can enable bot protection by clicking the checkbox in your QuoteForms Settings page.

AgencyZoom Carrier Mapping Page 📍

We’ve made some changes to the Carrier Mapping screen for AgencyZoom to improve the experience and make it even easier to map carriers for your integration. AgencyZoom has provided an updated list of carriers they support that will now be available via the dropdown.

Carrier Mapping Screen - AgencyZoom Integration

Bug Fixes & Minor Improvements 🐞

• Business Leads will no longer update from Personal Lines for AgencyZoom integration

• Text Authorization is now unselected by default

• Added security provisions for QuoteForms

• Fixed a bug with Discovery Questions UI when deselecting a sub-question

• Remove the +1 from the Phone Field in RiskProfiles

• Fixed an error when switching from monthly to annual subscriptions

• QuoteForm and PolicyLink buttons now have hover indicators

• Issues with embedded QuoteForms will now trigger error reporting

• Fixed mapping for AOP deductible in PL Rating

• Bug resolved for autocomplete phone number fields on QuoteForms

• EZLynx integration information shows only for eligible plans (Growth, Premium)

• + other improvements!

Facebook User Group 🖥️

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

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 ✍🏻

Once an Agent, Always an Agent

Conditional Custom Discovery Questions 🕵

Discovery Questions are like onions - they have layers! Now you can add conditional questions to your RiskProfiles in seconds in the “Discovery Questions” section of the Settings menu

Check out the Discovery Questions Help Article for more information

Improvements to QuickSend 🚀

QuickSend now works with multiple pipelines on AgencyZoom Integration.

Check out QuickSend for your integrations with AgencyZoom and Gaya AI

CIC Giveaway Winners to be announced 🎁

We are giving away an Advanced Subscription to the Risk & Insurance Education Alliance. Keep an eye on your inbox to see if you’re the lucky winner! RiskAdvisor’s CIC Subscription Training giveaway will be announced in May.

Bug Fixes 🪲

• Improved integration with Gaya AI Super Copy

• Fixed an issue with data not pre-filling and saving properly

• Added support for additional Roof Shapes and Swimming Pool Types on prefill data.

• Enhanced application speed and responsiveness

• Fixed an issue with browser timeouts and saving RiskProfiles.

• Plus 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.
​
And guess what? You can upvote current requests or add new requests without even having to create an account!
​
Here are some items you can vote for or you can see everything up for vote here: RiskAdvisor Feedback

Roadmap 🛣️

In addition to our Feedback board, please make sure to visit our Roadmap.
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This is a great place to see what is planned and what is currently In Progress and vote on items you’d like to see come to RiskAdvisor!