Follow new updates and improvements to RiskAdvisor.
When additional contact details and household addresses are present at intake, RiskAdvisor now uses them to sharpen the pull. More drivers returned. More vehicles returned. Less blank space when the RiskProfile opens.
Producers spend less time filling in what the system should already know.
Available on all plans, no changes needed on your end. Just make sure your intake is collecting the full household picture.
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.
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.
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.
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.
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
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
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!
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
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
As always, if you have questions for us, please chat with our support team or visit 📖 Help
April (bug) Fixes bring May Features 💐
TL;DR
HawkSoft integration & document download
QuoteForm fields can now be required
Number of Zapier Fields have been expanded
AgencyZoom new user mapping
User-submitted bug fixes
Conference Schedule for June
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
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.
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
If your AgencyZoom Integration is enabled, you’ll now be able to automatically map team members if their first and last names match.
Prefill issues resolved with Accidents & Violations
New user login email delay has been fixed
Mapping corrections for AgencyZoom New users (see feature above)
Plus other minor fixes
If you’re at one of these June conferences, come say hi and check out the RiskAdvisor booth!
Florida Association of Insurance Agents (FAIA): Orlando, FL
Professional Insurance Agents - New Jersey (PIANJ): Atlantic City, NJ
Scout Insurtech: Columbus, OH
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
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
In addition to our Feedback board, please make sure to visit our Roadmap.
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!