Changelog

Form Abandonment Notifications 🔔

Get emails right to your inbox when a lead has abandoned a QuoteForm! Jump right into a conversation with your leads via their preferred method of contact and start the intake process.

Enable Form Abandonment Recovery on your QuoteForm Settings and choose your recipients for each QuoteForm to ensure you never miss a lead.

New Clients and RiskProfiles are automatically created in RiskAdvisor to ensure you’re ready to start collecting information immediately.

Check out the Help Article for more information on how to set up Form Abandonment Recovery notifications.

Addition of Purchase Date Pre-fill 🏠

• Automatically Pre-fill Purchase date for Home insurance as part of the Property Data Pre-fill feature

• Ensures this data is automatically sent to EZLynx, PL Rating, and QuoteRUSH

Bug Fixes 🪲

• Fixed an issue with incorrectly mapping “Closing Date” to ““Purchase Date” if the field is empty

• Updated permissions to allow users to see QuoteForm Submissions not assigned to them

• Improved handling of text overflow for long names on QuoteForms

• Additional bug fixes

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We appreciate your ongoing feedback and support as we continue to improve and evolve your RiskAdvisor experience! 👏 More updates and innovations to come!

Centralized Credits for Data Pulls 💳

• Transitioned from individual data pull types to a centralized system of credits to make billing easier and more transparent.

• Added volume discounts for large credit orders

• Added a subscription option for power users to save on credits

• Check out the Help article for more information!

QuoteForms 📝

• Updated the QuoteForms Editor to group Title, Subtitle, and Description to make editing elements simpler

  

• Subtitles are now smaller and a lighter grey color, differentiating them from Titles. Now you can more easily adjust the look and feel of your QuoteForm

RiskProfiles ℹ️

• RiskProfile send options for EZLynx, PL Rating, and QuoteRush Raters have expanded, allowing you to send information to Home, Auto, or Both!

Bug Fixes and other small changes 🕷️

• Resolved an issue with duplicated vehicles on RiskProfiles during Auto Data Prefill

• +additional bug fixes and smaller changes

👍 Join our Facebook User Group
💡 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!

New Feature

Setting to Enable Manual Auto Data Pulls

The Team Owner/Admin can now choose between automatic or manual settings for the Auto Data Prefill feature.

Add Ability to Enable Manual Auto Data Pulls

Launch PL Rating Integration from Risk Profile Card

You can now access the PL Rating Launch URL from the Risk Profile card after submitting the Risk Profile. This allows you to get over to PL Rating quicker from RiskAdvisor.

Launch PL Rating from Risk Profile Card

General App Improvement

Add Text Authorization Fields to PDF

The Text Authorization Fields will now be visible on the PDF to make it easier to view the client/prospect's response.

Driver(s) Updates

UI/UX Enhancement - Drivers are now displayed side by side instead of stacked, as part of a larger project update. (Forms Refactoring).

Integration: EZLynx

County - Prior Address

This had previously been fixed for Home/Auto and Home Only Risk Profiles. This change makes sure that it is also corrected for Auto Only Risk Profiles

EZLynx County

Integration: QuoteRUSH

Deliverability Issues relating to Wind Mitigation Discounts

Resolved a bug that affected sending Wind Mitigation Form details from RiskAdvisor to QuoteRUSH.

QuoteRUSH Deliverability Issues related to Wind Mitigation

Integration: API/Zapier

Zapier Triggers

The New Risk Profile trigger will now only fire for completed Risk Profiles and not drafts.

Restrict Zapier Triggers to only fire with a submitted risk profile

Introduced a Standardized Way to Interact with 3rd Party APIs

As RiskAdvisor continues to scale, this will allow us to move more efficiently with other systems and platforms.

Other Changes

• +bug fixes and smaller changes

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