We've been hard at work to bring you some exciting new features and enhancements at RiskAdvisor.

New Features

Zapier & API: Add Notes & Return User Email to API Resources

• 🎉 Status: Released
  This allows Notes & the Return User Email to be accessed via Zapier and the API
  View Enhancement

Zapier Action: Create a Note for a Risk Profile

• 🎉 Status: Released

  Streamline your workflow with our new Zapier Action, enabling the creation of a note directly within a Risk Profile, enhancing both speed and efficiency.
  View Enhancement

Increase the likelihood that Vehicle Data is Returned

• 🎉 Status: Released

  We primarily return Registered Vehicle Data, including DMV-related details like VINs and lien holder information. If this isn't available, we will provide standard vehicle data instead.
  View Enhancement

PolicyLink Improvements

• 🎉 Status: Released
  Update Existing Draft Risk Profiles with PolicyLink Data and Attachments: This will add the additional data to the existing Risk Profile instead of creating a new Risk Profile.

• 🎉 Status: Released
  Add permission for team members to view assigned PolicyLinks: Users are now able to see PolicyLinks that are assigned to them.
  View Enhancement

Bug Fixes & Other Changes

• Fixed Bug Related to the Address Fields Created from Zapier: If the address was not from Zapier it would cause issues with the address field in RiskAdvisor. View Bug Fix

• Fixed Bug Related to Showing Brokers on the Edit Page

• Typo Tolerance in Zapier Search: Enhanced search accuracy by removing typo tolerance that led to email mismatches. View Bug Fix

• CoClient Emails

• +additional bug fixes and other smaller changes

💡 Give us Feedback

➡️ Roadmap

🎉 Latest Changes

📖 Help

We appreciate your ongoing feedback and support as we continue to improve and evolve your RiskAdvisor experience! 👏 Stay tuned for more updates and innovations.