Improved

Bug Fix

AgencyProposals

Integration: AgencyZoom

<h2><strong>AgencyProposals</strong></h2><p><strong>Custom Option for Increased Cost of Construction / </strong>Add an "Other" option similar to Water Backup, Loss Assessment, etc</p><h2><strong>AgencyZoom</strong></h2><p><strong>Removed Other Lead Source &amp; Other Text Input Lead Source / </strong>We've removed the <strong>Other</strong> option and its corresponding text input to meet AgencyZoom's <strong>Lead Source ID</strong> requirement. We're working with AgencyZoom to resolve this. To vote on this feature, please click <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://feedback.riskadvisor.insure/submissions/658c5957d2a0cf41655c6f54">here</a>.</p><h2><strong>General App Improvements</strong></h2><p><strong>2024 Year Built / </strong>Added 2024 as an option for Year Built</p><p><em>This release also includes various other improvements and bug fixes.</em></p>

12/27/2023 Release Notes

Help Center

UI/UX

Integration: QuoteRush

Integration: EZLynx

Data Pre-Fill

Brokers

Integration: PL Rating

Templates

Virtual Assistants

Integration: Zapier

Custom Discovery Questions

Email Templates

PolicyLink

Integration: Gaya

QuoteForms

Round-Up

RiskProfile

Underwriting AI

riskadvisor

 🧐 In Review

💭 Planned

🚧 In Progress

🔥 Released

Duplicate

Rejected

🔜 Next

Integrations

Lines of Business

Risk Profiles

Prospect Feedback

UnderwritingAI

Platform

In Review

Planned

In Progress

Released

Main Roadmap

QuoteForms Roadmap

Risk Profiles Roadmap

AgencyProposals Roadmap

PolicyLink Roadmap

Integrations Roadmap

Lines of Business Roadmap

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