In Review

Planned

In Progress

🧪 In Beta

Released

Main Roadmap

💭 Planned

Epic Quotes / Leads Inbox Integration

Linear

There is no option for international driver's license on the auto.

Support International Driver's Licenses

[Deleted User]

Integrations

AMS360 Integration

David Watson

We have a workaround planned to account for this with Pipeline automation and labels but the idea setup would allow you to map this dynamically so that it passes through automatically and correctly.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="641dd5c4aaced1c4ba96908c/post/69446aa0861196f26c2e44c4/019b333f-a2d6-7621-856d-9e3bddc45e4c/b64u-U2NyZWVuc2hvdCAyMDI1LTEyLTE4IGF0IDMuNTUuNTnigK9QTS5wbmc.png" src="https://641dd5c4aaced1c4ba96908c.featurebase-attachments.com/c/post/69446aa0861196f26c2e44c4/019b333f-a2d6-7621-856d-9e3bddc45e4c/b64u-U2NyZWVuc2hvdCAyMDI1LTEyLTE4IGF0IDMuNTUuNTnigK9QTS5wbmc.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260918T020000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260918%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=e725526ededb6810c67a8f54c6fba4b687b29973473004f804bac26fa43a8cf7" data-featurebase-content-filename="Screenshot 2025-12-18 at 3.55.59 PM.png">

InsuredMine Request: Dynamically Map Pipeline, Stage and Agent with RiskProfile Submission

QQ Catalyst Integration

A quick home would be a minimal required data points for a home quote to quickly be collected.

Lines of Business

AgencyProposals

QuoteForms

Risk Profiles

LOB: Quick Home

Having the ability to set up templates based on situations. IE; Flat Roof Row HomesThis would involve creating multiple templates that are associated to a dropdown and you’re able to select from that dropdown. Helpbase Articles:<span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI5NTQ2ODI1IiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="How to add Home &amp; Auto Templates">@How to add Home &amp; Auto Templates <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiIwOTIzNDgwIiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Templates - Home">@Templates - Home <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI5MzQxNzI0IiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Templates - Auto">@Templates - Auto

Situational Templates

Being able to add these to the emails and email subject lines

Add Renewal/Rewrite to Email Templates for VAs & Brokers

It would be cool if when entering the vehicles on risk advisor if I could choose “apply coverage to all vehicles” instead of having to choose deductibles on every vehicle

Introduce Button to "Apply Coverages to All Vehicles"

<ul><li>Visible to Neighbors</li><li>Non Smoker</li></ul>Need to make sure that these are mapped properly to EZLynx and other integrations

Additional Home Discounts

🚧 In Progress

Upgrade to PL Rating Import API

The initial items that we are thinking for this would be: - User Dropdown List with the title of “Are you working with a specific agent?” - Text Input: How did you hear about us? - Paragraph Input: Anything else you would like us to know? - File Upload: Would you like to upload your dec pages?

Add Custom QuoteForm Final Page

Ability to create a client and start a Risk Profile from a lead vendor via a webhook

Lead Intake Webhook

David Ashton

In Legacy QuoteForms, users can add Lines of Business other than Auto, Home, and Umbrella. Refer to the Lines of Business table for the available options. We should provide the same capability for Custom QuoteForms.

Add the other Lines of Business that are available in the legacy QuoteForm

Paul Marchio

Send RiskProfile data to AgencyZoom as a formatted note

The customer is currently receiving internet leads from NextCallClub into Agency Zoom and requests that these leads be routed to RiskAdvisor instead. RiskAdvisor is already in communication with NextCallClub regarding an integration. The customer will be provided with updates on the integration progress.

Receive NextCallClub Leads in RiskAdvisor

Hamza Zaheer

🔥 Released

Hawksoft Integration

Currently if a client is created in EZLynx for the first time from RiskAdvisor then those files are forever connected. This would introduce the ability to update existing clients to prevent duplicates.

Update Existing EZLynx Client via ApplicantId

LOB: Renters (HO4)

QuickSend to EZLynx

ryan

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:<ul><li>The ability to turn this feature on/off in settings for the agency</li><li>A dialog of minimum requirements from the integration partner</li><li>The ability to come back and edit the Risk Profile at a later date or update with more information and resend to integration.</li></ul>It would be available for:<ul><li><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI2NTczNzAxIiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="AgencyZoom Integration">@AgencyZoom Integration</li><li><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI0ODE5NzU4IiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="EZLynx Integration">@EZLynx Integration</li><li><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI2MTU2NDQwIiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Gaya Integration">@Gaya Integration</li><li><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI3NzcxMTY5IiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="PL Rating Integration">@PL Rating Integration </li><li><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI4NzAxMDIwIiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="QuoteRUSH Integration">@QuoteRUSH Integration</li></ul>Please upvote if you’d like to see this functionality added and please comment with any additional questions or ideas for this.

Quick Send to Integrations

Gaya Integration

We are currently waiting on InsuredMine to provide us with the API to be able to start moving forward with this integration. Please let Tucker Hood (<a target="_blank" rel="noopener noreferrer nofollow" href="mailto:tucker@insuredmine.com">tucker@insuredmine.com</a>) know if you would like to see this integration. Our goal for any CRM integration will be to include:<ul><li>Deal &amp; Pipeline Management</li><li>Lead Source Importing to RiskAdvisor</li><li>Document Transfer</li><li>Opportunity Management</li><li>Basically anything that will cut down on double entry for you</li><li>Based on the partner, we will explore additional capabilities.</li></ul>

InsuredMine Integration

Verify current premiums, limits, coverages, deductibles, and declaration pages from all personal and commercial P&amp;C lines

Canopy Connect Integration

Opening this content and viewing it is easier for our team if it is 1 PDF versus 4 PDFs.

Combine all Risk Profiles into 1 PDF

<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="641dd5c4aaced1c4ba96908c/post/69446418a17564af9ee1c741/019c4cd7-5baf-7296-9255-a6852560292d/b64u-VW50aXRsZWQucG5n.png" data-featurebase-content-filename="Untitled.png" src="https://641dd5c4aaced1c4ba96908c.featurebase-attachments.com/c/post/69446418a17564af9ee1c741/019c4cd7-5baf-7296-9255-a6852560292d/b64u-VW50aXRsZWQucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260918T020000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260918%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=7b49be351e263f821d424f5957fa5ebe32bc69418644bbe6d14dc043a1ef1ba8"> In the first version of RiskProfile customization, the following features will be available in your RiskAdvisor account:<ul><li>Apply custom labels to RiskProfile questions</li><li>Make required fields optional</li><li>Make optional fields required</li><li>Hide fields that are not needed</li></ul>These customization options will be available within each section of the RiskProfile:<ul><li>Applicant Section</li><li>Home Section</li><li>Auto Section</li><li>Umbrella Section</li><li>Review &amp; Send Section</li><li>General Section</li></ul>The following feedback posts are also related to this project:<ul><li>@Ability to Customize Forms</li><li>@Enhanced Validation for Required Fields</li><li>@Custom Required Fields for LOBs</li><li>@Risk Profile Form Builder</li></ul>Once completed, we will move on to one of the two options below:<ol><li>@QuoteForms Customization v1</li><li><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-lg" data-id="694465f01725092270988bab-post" data-label="Ability to Add Custom Questions Across the Entire RiskProfile">@Ability to Add Custom Questions Across the Entire RiskProfile</li></ol><h1>Please vote on which one you would like to see happen next!</h1>

RiskProfile Customization v1

We are currently waiting on AgencyZoom to approve us as a 2-way integration partner to be able to start moving forward with this integration. Please submit a roadmap request (<a target="_blank" rel="noopener noreferrer nofollow" href="https://app.agencyzoom.com/help/roadmap">https://app.agencyzoom.com/help/roadmap</a>) or let Sean Inutsuka(<a target="_blank" rel="noopener noreferrer nofollow" href="mailto:sinutsuka@vertafore.com">sinutsuka@vertafore.com</a>) know if you would like to see this integration.This will mostly be work done from the AgencyZoom side but I wanted to start this so that we can show them how much interest there is in this.<ul class="tight" data-tight="true"><li>Start a Risk Profile from Lead Card</li><li>Start/Update Risk Profile from Service Card</li></ul>Add comments for additional requests.

 🧐 In Review

AgencyZoom Two-Way Integration

If an individual user has signed in to AgencyZoom then we will use their information when pushing the lead to AgencyZoom. If an individual user has not signed in to AgencyZoom then we will default to the account owners information. This should be available in the User Profile so they are able to see it.

Individual User Sign On for AgencyZoom

RiskAdvisor for Commercial Insurance

Both for Client Facing and agent facing Risk Profiles.

Spanish Forms

Support Multiple VAs

I think it would be very helpful to have an option for unlimited homes to be able to create in a risk profile for those times you speak with a prospect who has a primary home, secondary/seasonal home, and multiple landlord polices.

Multiple Homes in the same Risk Profile

David Seagraves

Would like to be able to edit a proposal, in case we decide to change which plan we are presenting in one area, and not have to redo the entire proposal.

Ability to Edit Proposals

An Anonymous User

SageSure is a Digital MGA serving Florida, Louisiana, North Carolina, South Carolina, Texas, and Virginia. An integration with SageSure would provide a streamlined an interactive way to Quote their full suite of products directly from RiskAdvisor saving agents time and cutting down on data entry mistakes.

SageSure Integration

Provide an automated Neptune Flood Quote when a Home Risk Profile is completed

Neptune Flood Integration

This would be similar to our upcoming feature QuoteForms but it would give you a bit more customization for the referral partner. This could be another Agency, Financial Planner or even a Mortage/Realtor relationship. With QuoteForms you'll be able to do this but I am thinking we may want to expand upon it a bit more.

External Referral Partner Form

We have this a discount option, we need to be able to send it over if it’s selected.

🔜 Next

Send Fire Extinguisher to EZLynx

Should line up with Medical Assistant mapping for integrations.

Add Physician Assistant to occupation fields

This second step of RiskProfile Customization will include the following:<ul><li>Add Custom Fields throughout the RiskProfile Forms</li><li>Reorder fields in the way that fits your preferences</li><li>Choose dependent questions that appear only for specific cases, states, or other criteria</li></ul>