💭 Planned

🔜 Next

🚧 In Progress

🔥 Released

QuoteForms Roadmap

As part of the first phase of QuoteForm customization, QuoteForms will support the same configuration options available in RiskProfile.This includes the ability to:<ul><li>Apply custom labels to QuoteForm fields</li><li>Change required fields to optional</li><li>Make optional fields required</li><li>Show or hide fields as needed</li></ul>These controls will apply to all QuoteForm fields, using the same custom labels, required-field logic, and show/hide functionality already defined in RiskProfile.

QuoteForms

QuoteForms Customization v1

David Watson

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

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

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

Upgrade to PL Rating Import API

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

This second step of RiskProfile Customization will include the following:<ul><li>Add Custom Fields throughout the RiskProfile Forms</li><li>Discovery Questions &amp; Templates Combined into the Form Settings</li><li>Custom Scripting Modules</li></ul>

RiskProfile Customization v2

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

Canopy Connect Integration

This should include quick visualization of what is required. When there is a field that has a error having a tab where you could click on the error and it take you directly to the missing field

Enhanced Validation for Required Fields

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

Lead Intake Webhook

David Ashton

Is it possible to add the following in the RCE details area?FireplaceFlooring in percentage of type (ex. carpet, tile, wood, concrete, etc)Porches or Decks in sqftSolar PanelsGarage with a sqft optionExterior construction with a percentage breakdown optionThanks :)

RCE Additions

An Anonymous User

User: Scott CoxAgency: Manasota Insurance &amp; Wealth ManagementRiskProfile: Beaty #109437 User sent over the RiskProfile to QuteRUSH. It has a delivered status. However, it is not showing it in QuoteRUSH

RishProfile/Lead is not in QuoteRUSH even though is has a Delivered status

Wil Vistal

Risk Profile Form Builder

Grant Tinnerman

New Field: Is the home visible to neighbors?

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

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=20260225T130000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260225%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=67c4c43afbf9e6e21b227d41e45815276b2bcf1e891aac1f8801c92fa999386e"> 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

Add Tag Options for AgencyZoom

Create Opportunity in AgencyZoom

Gaya has requested us to add Static ID’s to fields without one so that they can add pasting capabilities into RiskAdvisor. <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI4ODc2MTQ2IiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="How to set up your Gaya Integration">@How to set up your Gaya Integration <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiIyNzMwOTc1IiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="How to send a Risk Profile to Gaya">@How to send a Risk Profile to Gaya

Add Static ID's for Gaya to Paste Data into RiskAdvisor

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

Send Fire Extinguisher to EZLynx

Should line up with Medical Assistant mapping for integrations.

Add Physician Assistant to occupation fields

Nothing displays in the dropdown. <img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01939df7-de84-75aa-915b-82ff9e490094.png" data-width="100%" data-align="left">We also need to verify that the fix is good on Templates