April (bug) Fixes bring May Features 💐

HawkSoft Client Download & Integration 🪽

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

QuoteForms Required Fields 📝

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.

Zapier Expansion ⚡️

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

New AgencyZoom User Mapping📍

If your AgencyZoom Integration is enabled, you’ll now be able to automatically map team members if their first and last names match.

User-Submitted Bug Fixes 🪲

• 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

Conference Schedule: June 🗓️

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

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.
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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

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!

Take a look back at 2024 and all of the additions, improvements and integrations that we introduced to RiskAdvisor

QuoteForms 📝

In November, we launched QuoteForms, a client-facing, user-friendly version of RiskAdvisor. This feature allows prospects to:

• Start Your Quote: Enables clients to input necessary information for Home & Auto quotes, with options to select additional lines of business.

• Import Your Insurance: Redirects clients to PolicyLink (or a preferred method) to log into their current carrier, providing policy data and declarations pages.

• Have Us Call You: Allows clients to request a callback by selecting desired lines of business and providing contact information.

  Help Articles

  Release Notes

PolicyLink 🔗

In May, we introduced PolicyLink, enabling prospects and customers to log into their current carrier accounts and provide agents with policy and declarations pages. This feature automatically generates a draft Risk Profile with contact information, current carrier details, driver and vehicle information, and relevant documents.

Help Articles
Release Notes

Integrations 🧩

• Gaya Integration: Launched in June, this integration allows users to utilize Gaya’s Super-Copy & Super-Paste functionality, automatically sending Risk Profile data to their Chrome Extension.

• Zapier Enhancements: Throughout the year, we added new triggers and actions, such as creating notes for Risk Profiles and automating processes when a PolicyLink is completed, facilitating seamless data flow between RiskAdvisor and other applications. Easily send Home and Auto quotes directly to QuoteRUSH straight from RiskAdvisor and other applications.

  Help Articles

  Gaya

  Zapier

  Release Notes

  Gaya

General Improvements 🌟

We made several user experience enhancements over the course of the year

• Billing Module: Introduced in September, this module provides a centralized location to manage your RiskAdvisor plan, monitor usage, and handle billing details.

• Custom Discovery Questions: Enabled in May, agencies can now add and manage custom discovery questions within their RiskAdvisor settings, allowing for tailored data collection.

• UI/UX Enhancements: Implemented various improvements, including side-by-side layouts for driver and vehicle forms, additional occupation options, and standardized toggle buttons for certain fields to enhance usability.

Team Members

Kyle Christopher

Sarah Husbands

Let us know what you want to see for 2025 🎉

Roadmap ↗️

We’ve created a public roadmap so you can see what’s coming next and even vote on the features you want to see.

Feedback Board ↗️

Additionally, we’ve launched a Feedback Board where you can submit your ideas, report bugs, or tell us how we can improve.

Thank you to every RiskAdvisor customer and supporter for a great 2024! We're so excited for what 2025 will bring and we will continue to work to make RiskAdvisor better for you ❤️

QuoteForms

Home & Auto Line of Business

A new bundled option allows agencies to select both Home & Auto QuoteForms from the LOB dropdown in the QuoteForm builder, displayed with a dedicated icon that remains prominently at the top of the LOB selection. Home & Auto Insurance Line of Business & Icon

Zapier

Add Risk Profile Status to Find Risk Profile Action

This update introduces a new option in the Risk Profile search action within Zapier, allowing users to specify whether to search all Risk Profiles, only drafts, or only non-drafts
Add Risk Profile Status in Find Risk Profile Zapier Action

Bug Fixes & Other Changes

• Issue with Submitting QuoteForm

• Deleted Vehicles are still submitted

• +additional bug fixes and other 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! 👏 Stay tuned for more updates and innovations.