What's New in v3.2.4 - Release Notes 8/22/2025
Editable RiskProfiles ↩️
RiskProfiles can now be edited - even if they’ve been sent! You’ll see a note below the name of your RiskProfile indicating which one it has been edited from - perfect for tracking changes over time.
Editing a sent RiskProfile
Combined PDF Option for Proposals 📚
Easily get all your proposal documents for Home, Auto, and Umbrella in one convenient PDF. Click the options menu and “View Full PDF” for a combined view of all lines of business associated with your proposal.
View Full PDF option in the Client Proposals tab
Bug Fixes & Minor Updates 🪲
Fixed an issue with existing clients from removed agency users
Prevented duplicate QuoteForm submissions
Improved Draft management for RiskProfiles.
New Validation on QuoteForms when required vehicle fields are empty
+ other minor fixes
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We appreciate your ongoing feedback and support as we continue to improve and evolve your RiskAdvisor experience! 👏 More updates and innovations to come!
As always, if you have questions for us, please chat with our support team.