March Round-Up: QuickSend, Form Abandonment, UI/UX Improvements, Giveaway & More
TL;DR
QuickSend to AgencyZoom & Gaya
Form Abandonment Notifications for QuoteForms
UI/UX Improvements
CIC Giveway
BrokerTech Ventures
Facebook User Group
What should we do next?
QuickSend to AgencyZoom & Gaya
QuickSend allows users to send RiskProfiles to Gaya AI’s Super Copy and AgencyZoom with the minimum required information, enabling you to quickly create leads and opportunities—even when you don’t have time to complete a full RiskProfile. Make sure every client makes it to your integrated systems and gets your producers working faster.
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.
UI/UX Improvements
Customizable view for Drivers and Vehicles 🚙
Whether you’re a vertical or side scroller, you can now view drivers and vehicles in your preferred format by selecting the toggle at the top of each section.
Updated Scrolling methods 🧑💻
We’ve heard you like to take a lot of notes, so we made it more seamless to scroll each section of a RiskProfile. Now you can view your RiskProfile, side bars, and all of your notes with ease!
CIC Giveaway
Earn Your CIC on RiskAdvisor with our April Giveaway!
We are giving away an Advanced Subscription to the Risk & Insurance Education Alliance.
🔗 Check out this page to learn more about how to enter:
https://riskadvisor.insure/cic-giveaway/
BrokerTech Ventures
BrokerTech Ventures has selected RiskAdvisor as a member of the 2025 Accelerator Cohort!
There will be more than we share along the way but check out David’s LinkedIn post to hear some of his thoughts on this amazing honor: LinkedIn Post
Facebook User Group 🖥️
We are officially launching 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.
And guess what? You can upvote current requests or add new requests without even having to create an account!
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.
This is a great place to see what is planned and what is currently In Progress.
Don't forget to vote 🗳️