RiskProfile Customization v2
This second step of RiskProfile Customization will include the following:
Add Custom Fields throughout the RiskProfile Forms
Reorder fields in the way that fits your preferences
Choose dependent questions that appear only for specific cases, states, or other criteria
Log in to comment and vote
Comments24
Apr 17
PinnedGot a bit excited and accidentally put this to full release 👀
RiskProfile Customization V2 is now in beta access! email david.brower@riskadvisor.insure or chat with us in-app to take part in our beta!
David Watson
Feb 13
•Merged request
•5 votes
Custom Form(s) Section
Similar to our custom discovery questions this would be a dedicated section where teams could add questions or even supplementary Lines of Business that are important to your agency.
We are working towards additional Lines of Business but this may be a great option for some flexibility in the meantime.
These would all export to a single PDF with very straightforward question and answer style.
David Watson
Feb 13
•Merged request
•1 vote
Add Additional Question Types to Discovery Questions
Checkbox
Text (Word Track)
David Watson
Feb 26
•Merged request
•2 votes
Add additional sections for Custom Questions
Casey McKinney
Feb 26
•Merged request
•1 vote
Introduce the Ability to Edit Discovery Questions
David Watson
Mar 16
•Merged request
•2 votes
New Question: Purchase Price
If
New Home PurchaseisYes, show a$ Field."What is the Purchase Price of this home?"Megan Danneels
Mar 16
•Merged request
•2 votes
Add Hot Tub Question
David Watson
Mar 16
•Merged request
•4 votes
New Field: Does your home have solar panels?
Please comment with your thoughts, should this be under the exposure section or the RCE section.
An Anonymous User
Mar 16
•Merged request
•5 votes
RCE Additions
Is it possible to add the following in the RCE details area?
Fireplace
Flooring in percentage of type (ex. carpet, tile, wood, concrete, etc)
Porches or Decks in sqft
Solar Panels
Garage with a sqft option
Exterior construction with a percentage breakdown option
Thanks :)
David Watson
Nov 1, 2023
flooring type and %, any attached structures w/either a drop-down list or box to fill in
Are there solar panels? If yes, are they leased or owned? If owned, current value and/or size of the system?
Do you have any custom or unique features of your home? If so, what are they? Box to fill in the items we couldn’t catch in the drop downs
Wall Height
David Watson
Feb 17
•Merged request
•1 vote
New Field: Is there a pond on the property?
David Watson
Mar 16
•Merged request
•2 votes
New Field: Is the home visible to neighbors?