June 6th, 2025
Improved
Bug Fix
Data Pre-Fill
Integration: Zapier
May Round Up: HawkSoft Document Download, Required QuoteForm Fields, Integration Expansions, and more!
April (bug) Fixes bring May Features ๐
TL;DR
HawkSoft integration & document download
QuoteForm fields can now be required
Number of Zapier Fields have been expanded
AgencyZoom new user mapping
User-submitted bug fixes
Conference Schedule for June
HawkSoft Client Download & Integration ๐ชฝ
RiskAdvisor can now directly download the client details to your desktop instance of HawkSoft 6! Simply hit the โHawkSoft Downloadโ 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 ๐
Added toggle options to allow agencies to choose the fields required on each individual QuoteForm
To enable, choose the QuoteForm youโd like to edit and hit the โsettingsโ gear icon. Youโll see these options on the left side.
Zapier Expansion โก๏ธ
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 Mapping๐
If your AgencyZoom Integration is enabled, youโll now be able to automatically map team members if their first and last names match.
User-Submitted Bug Fixes ๐ชฒ
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 ๐๏ธ
If youโre 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 ๐ฅ๏ธ
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? ๐
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 ๐ฃ๏ธ
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 youโd like to see come to RiskAdvisor!