May 20th, 2026
Data Pre-Fill
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.
April 23rd, 2026
The native Canopy Connect integration is now live! When a client completes a Canopy Connect submission, you can sync their data directly into a RiskProfile with one click. No Zapier. No re-keying.
Please note: This integration is only available to agencies on the Canopy Connect Elevate or Peak plan. Check your Canopy Connect billing or contact your Canopy Connect representative if you are unsure which plan you have.
Setup takes under two minutes from your integrations settings page. Canopy Connect Integration
April 17th, 2026
Custom Discovery Questions
RiskProfiles
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
March 11th, 2026
Integration: InsuredMine
Automate deal updates and contact management so you can focus on what matters most β strengthening client relationships and growing your book of business.
RiskAdvisor automatically creates rich, structured opportunities inside InsuredMine so your team can skip the data entry and stay focused on selling.
Check out the help article InsuredMine Integration for more information and a full setup guide
Suggest or vote for future features here: RiskAdvisor Feedback
If you have questions for us please chat with our support team or visit π Help
February 10th, 2026
Integration: HawkSoft
HawkSoft users rejoice! You've asked for a deeper integration with our AMS partners and weβve listened. You can now push client, coverages, home info, multiple vehicles, and multiple drivers over to HawkSoft using the new document download!
Check out the help article HawkSoft Integration for more information and a full list of integrated items
If youβre currently using the older integration method and have trouble switching over, please let us know via chat and weβre happy to help.
Send to PL Rating Sub-question does not appear from QuoteForms Submission
AZ Customers not regularly appearing in the Applicant Search bar.
Introduce On/Off for Have us call you option on QuoteForm creation
Make sure you vote on your favorites and reach out if you have any interest in exclusive early access to:
Suggest or vote for future features here: RiskAdvisor Feedback
If you have questions for us please chat with our support team or visit π Help
January 14th, 2026
Bug Fix
Integration: EZLynx
Integration: AgencyZoom
Integration: Gaya
QuoteForms
RiskProfiles
Underwriting AI
On the Review & Send Page for RiskProfiles: Once youβve selected βyesβ to send your RiskProfile to AgencyZoom, youβll notice a new UI for handling where that RiskProfile will land. Now you can make sure itβs exactly where you expect it to go.
Note: Your drop-downs for Pipeline, Stage, and Location will automatically default to your agencyβs default settings.
Increased accuracy for UnderwritingAI home document extractions
Improvements to Call-in QuoteForms helper text
Referral fields have been added to Call-in QuoteForms
Fixed a bug for home improvement defaulting to βYesβ
+ other minor fixes!
Join our Facebook User Group so that we can collaborate and help each other: 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.
β
And guess what? You can upvote current requests or add new requests without even having to create an account!
β
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 π Help
December 22nd, 2025
Bug Fix
Integration: EZLynx
Integration: AgencyZoom
QuoteForms
RiskProfiles
Underwriting AI
As part of our continuous improvement philosophy, weβve added some options to the QuoteForms Settings for pipelines in AgencyZoom. You can choose to use the teamβs default settings or pick your own for each QuoteForm
Some Agencies have multiple locations but only one instance of RiskAdvisor. Now you can select the proper location for your AgencyZoom integration on a per-user basis.
To check it out: Go to Settings β Integrations β AgencyZoom β Users Mapping and choose from the dropdown. Youβll see the teamβs default location if no option is selected.
Set AgencyZoom Location per User
Added the following fields to UnderwritingAI Rules:
Property Type
Vacancy Duration
Home on Market
Distance to Tidal Water
Dog Bite history and Number of dogs
Prior Losses
Protection Class field type
Wind/Hail rules
Improved handling for more document types
Added more options for large underwriting documents to handle those stuck in processing
We are officially on version 1.0 (Beta)! Thank you for your feedback and support. If you have more requests, please submit them here: RiskAdvisor Feedback
Fixed an issue with integrations triggering validation errors for Call-in Quotes: EZlynx Option Required
Weβve improved our chat feature and help articles to make sure itβs as easy as possible to find helpful information
Added a setting to override validation errors to prevent agents from entering in dummy data.
AgencyZoom file uploads have been restored
Surveys have been added to RiskAdvisor, you might see them pop up soon!
Users reporting βpendingβ AgencyZoom status for RiskProfiles fixed: RiskProfile Pending to AgencyZoom for 12+ hours
+ other minor fixes!
Let us what youβd like to see RiskAdvisor tackle next - Upvote or submit a request to be notified as soon as it releases!
Join our Facebook User Group so that we can collaborate and help each other: 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.
β
And guess what? You can upvote current requests or add new requests without even having to create an account!
β
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 π Help
December 5th, 2025
Bug Fix
Integration: EZLynx
Integration: AgencyZoom
QuoteForms
Round-Up
RiskProfiles
Underwriting AI
π¦ Happy Thanksgiving to all those who celebrate. As the weather gets colder check out these pretty cool features from our November Round Up! βοΈ
New Models - UnderwritingAI has gotten faster and smarter! Weβve seen an increase in the accuracy and speed of underwriting rules we can pull from your underwriting guidelines
New Rule Types Available:
Residence Type
Dog-related fields
County
You can opt in to UnderwritingAI in Settings β UnderwritingAI
Check out the help articles here if you have more questions: UnderwritingAI Setup Guide (Beta)
Weβve added the option for an agency to decide if the required information can be bypassed by their users. Enabling Validation Override allows the agent to move forward even when certain fields are missing or invalid.
To enable Validation Override, Admins can visit the Settings β Agency β Validation Override β Check to allow and save
Weβve heard you loud and clear - more customizations to your QuoteForms are now available!
Custom Logos are available on a per-QuoteForm Basis. You can choose a file to upload on the QuoteForm Settings to apply a specific logo to that QuoteForm.
Add support for Custom Logo upload per QuoteForm
In the spirit of QuoteForm Customization, we know that you donβt always want the same result from submissions. Now you can control integrations independently on the QuoteForm Settings.
Just like with AgencyZoom, you can dictate if you want each submission to automatically move to EZLynx or stay within RiskAdvisor for your workflow. You can access these options in your QuoteForm Settings
If your agency only writes in a select state(s) and want to make sure customers donβt waste time filling out ineligible forms, you can enable state restrictions on certain QuoteForms. Enabling state restrictions allows you to control the submissions coming into the agency and make sure the leads are pre-vetted on location
Add state selection step in QuoteForm
RiskAdvisor QuoteForms now have an improved UI/UX for Address. Clients can choose to search and prefill the address using the top box or manually enter their address details below.
Weβve updated our chat service for better response times and improving user suggestion tracking
Added Social Security Number (SSN) to the client information on RiskProfiles
Fixed an issue with session logout
Show Heating & Air update regardless of # of Units for QuoteForms
Show Heating & Air update regardless of # of Units for RiskProfiles
Show Water Heater Update regardless of # of Units for Risk Profiles
HawkSoft files have been attached to the Submission Summary email when HawkSoft integration is enabled.
Improved the file upload and transfer to AgencyZoom
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.
β
And guess what? You can upvote current requests or add new requests without even having to create an account!
β
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 π Help
November 10th, 2025
Bug Fix
Integration: AgencyZoom
Data Pre-Fill
Custom Discovery Questions
Underwriting AI
UnderwritingAI Beta is now available for Growth and Premium tier users. Weβre 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.
Weβve 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 agencyβs site. You can enable bot protection by clicking the checkbox in your QuoteForms Settings page.
Weβve 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.
β
And guess what? You can upvote current requests or add new requests without even having to create an account!
β
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 π Help
October 20th, 2025
Bug Fix
Integration: AgencyZoom
QuoteForms
Underwriting AI
Weβve released UnderwritingAI into the hands of a few select agencies and the feedback so far has been amazing! With updates coming all the time, UnderwritingAI is improving rapidly.
Keep your eyes peeled for more announcements on UnderwritingAI and the chance to join the beta group!
Weβve 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
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 minor fixes!
Join our Facebook User Group so that we can collaborate and help each other: 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.
β
And guess what? You can upvote current requests or add new requests without even having to create an account!
β
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 π Help