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!

API / Zapier

Address Lookup Enhancement for Zapier and API

This update enhances our address input feature by automatically completing addresses and retrieving detailed information from Google. When you select an address, it activates all related actions, such as gathering property data, just like manually choosing an address would do.

We've also removed some outdated features to streamline the process.

Enhancements and Fixes for Auto Data Pre-fill

• Enabled Auto Data Prefill for editing, excluding renewals.

• Eliminated redundant Manual trigger function.

• The Manual button now deactivates and displays 'Auto Data applied' post-click.

• Corrected the Prior Address field issue in Risk Profiles created via API.

Bug Fixes & Other Changes

• Fix effective date on umbrella AZ opportunity

• Send agencyZoomUrl and quoteRushUrl to the Risk profile card

• +bug fixes and other smaller changes