Improved

Integration: AgencyZoom

Custom Discovery Questions

<h2><strong>General App Improvements</strong></h2><p><strong>Custom Discovery Question Management</strong></p><p>You can now add and remove Custom Discovery Questions for your account inside of your RiskAdvisor settings. </p><img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1715625569596..png"><h2><strong>AgencyZoom Integration</strong></h2><p><strong>Update AgencyZoom Opportunities</strong></p><p>Opportunities, along with Drivers &amp; Vehicles, will now be updated rather than creating duplicates.</p>

What's New in v2.1.9 - Release Notes, 5/13/2024

Help Center

UI/UX

Integration: QuoteRush

Bug Fix

Integration: EZLynx

AgencyProposals

Data Pre-Fill

Brokers

Integration: PL Rating

Templates

Virtual Assistants

Integration: Zapier

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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