Improved

Bug Fix

Integration: AgencyZoom

Data Pre-Fill

<h2>AgencyZoom Integration Enhancements</h2>Create AgencyZoom Opportunities / For any Lead in AgencyZoom that was successfully delivered from RiskAdvisor you can now go back and quickly create the opportunity with one click<h2>General App Improvements</h2>Text Authorization / This field is to help your agency track verbal consent of Text Authorization.&nbsp;You will see a corresponding field on the Client Profile showing the result, who documented the authorization and when it was authorized.&nbsp;<span data-type="mention" class="dark:bg-gray-700 bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="64e5fbc473f88e6be99b170b-post" data-label="Can we text you about your insurance? Checkbox for TCR Regulations">@Can we text you about your insurance? Checkbox for TCR Regulations<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1704329328241.png"><h2>Bug Fixes</h2>Property Data Prefill - "Something went wrong" notification / Fixed bug that was delivering a message stating that "Something went wrong" even though the Property Data was being returnedTexas DL Trimming / Fixed bug that would trim all leading zeros of a Texas Drivers License even those that actually did begin with a zeroFlorida Stacked UM PDF / Fixed bug that was returning Yes as 1 and No as 0 on the PDFFeedback? Don't forget to leave us your feedback or vote on existing feedback <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://feedback.riskadvisor.insure/">here</a>

What's New in v2.0.1 - Release Notes, 1/3/2024

Help Center

UI/UX

Integration: QuoteRush

Integration: EZLynx

AgencyProposals

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

Tell RiskAdvisor how they could make the product more useful to you.

Help us make RiskAdvisor better 🚀

Give feedback on how we can improve RiskAdvisor

Want to see something new added to RiskAdvisor?

Hey {name|there}! 👋