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This would be a button for enabled integrations to bypass the rest of the Risk Profile requirements and to send a partial submission to your integration.

It would consist of:

  • The ability to turn this feature on/off in settings for the agency

  • A dialog of minimum requirements from the integration partner

  • The ability to come back and edit the Risk Profile at a later date or update with more information and resend to integration.

It would be available for:

Please upvote if you’d like to see this functionality added and please comment with any additional questions or ideas for this.

Posted by David Watson ·
Status: 🔥 Released4 comments

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Comments4

  • David Watson changed status to 🚧 In Progress
    Team•

    Mar 7, 2025

    Pinned

    We are first testing this with AgencyZoom. We are hoping to have this out within the next 10 days for AZ. Gaya will be next and then EZLynx & PL Rating.

    • Michael Cruz

      •

      Mar 7, 2025

      This is great news. Thank you.

  • David Brower

    •

    Nov 4, 2025

    This has been released for AgencyZoom, EZLynx, Gaya, and HawkSoft.

    Check out the other integrations here and vote on the ones you want to see next! QuickSend for QuoteRush and QuickSend for PL Rating

  • Michael Cruz

    •

    Aug 9, 2024

    This is a great idea—the ability to come back and edit the Risk Profile at a later date or update it with more information and resend it to integration.