Plenty of customer-submitted features and improvements this month!

AgencyZoom Native Integration with QuoteForms ➡️

You’ll now have more control over QuoteForms and how they are sent to AgencyZoom!

Determine how QuoteForm Submissions deliver to different pipelines, assigned users, tags and automation stages in AgencyZoom by using the settings within each individual QuoteForm.

Users can choose whether to adopt the team pipeline settings or create specific rules for each QuoteForm.

If “Enable Form Abandonment Recovery” is toggled on, QuoteForm submissions that have been abandoned by customers will be tagged as “Abandoned Lead” when they appear in AgencyZoom

Note: These settings are applicable to individual QuoteForms.

QuoteForms AgencyZoom Integration Settings

Check out the help article for more information

Partial QuoteForm Abandonment Recovery 🛟

QuoteForms that are partially filled out by customers are now able to be saved and continued as a draft RiskProfile.

To learn more about QuoteForm Abandonment, see our help guide

HawkSoft Document Upload on Review & Send 📑

You can now attach the downloaded HawkSoft documents to the “New Files & Documents” section on the Review & Send page

June’s Customer-inspired Improvements & Big Fixes ☀️

Huge thanks to everyone who commented, emailed, and messaged us with feedback - RiskAdvisor gets better every release because of your participation!

• Edit functionality is clearly labeled on the draft RiskProfiles

• Additional submission emails for QuoteForms

  

• Disclaimers and Privacy Policy available in the new “Agency” Settings tab

  

• Manual fill options for Home Coverages B/C/D for additional customization

  

User-Submitted Bug Fixes 🪲

• Several improvements to PolicyLink speed and accuracy

• Logos on QuoteForms have been resized for more devices.

• Orion180 added to the available Carrier List

• Plus other minor fixes

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