David Watson

Team

Created Allow API token generation on Grandfathered Growth Plans Created Use Rolling “Years Ago” Underwriting Rules Commented on Import from HawkSoftCustomer signal (Artemis Insurance, 2026-07-14 sync): wants to populate RiskAdvisor with existing HawkSoft customers and pull home & auto policy data to prefill RiskProfiles. Rollout priority for them; David exploring a design-partner collaboration on renewal/service forms.Commented on Allow PolicyLink to be Agent-agnosticAdditional customer request (Artemis Insurance — Marlon Cruz, 2026-07-14 sync): wants to hide agent name/photo/email on PolicyLink and use a generic service email, since he doesn't service policyholders directly. At least the 2nd+ agency requesting this.Commented on RiskAdvisor MCPProspect signal — WeInsure (2026-07-13 demo): Taylor Luiso, EVP Strategy at WeInsure (~140 franchise locations, ~$400M GWP), explicitly asked about MCP server and API-first access during a sales demo. They want to embed RiskAdvisor capabilities natively into their own tooling (e.…Created Add ability to include AgencyZoom Tags on Sidebar Commented on Add Tag options to Select in the Risk Profile for AgencyZoomOption 2: The Review & Send Commented on Add Tag options to Select in the Risk Profile for AgencyZoomOption 2: The Review Send Commented on InsuredMine Request: Dynamically Map Pipeline, Stage and Agent with RiskProfile SubmissionHi everyone, just wanted to give all of you an update. I just received this from InsuredMine. Hi David, Following my discussion with leadership regarding the integration requirements, we have finalized the immediate scope of work. We will prioritize implementing multiple producer…Created Co-applicant data now included in auto prefill Created Send RiskProfile data to AgencyZoom as a formatted note Created Send QuoteForm data to AgencyZoom as a formatted note Created Show Original Prefill Values After Edits Created Hidden Fields Shouldn’t Trigger Underwriting Flags Created RiskAdvisor MCP Created Improved reliability of Sync from integrations action Created Add archive and restore functionality for QuoteForms & PolicyLink Upvoted Customize the naming of PDFS Created Set Defaults for Property Type, New Purchase, and Mortgage Prefill Created Make RiskProfile document attachments to InsuredMine optional Commented on Generate Partial PDF via QuicksendHi Everyone! Just a heads up, we released the ability to Generate partial RiskProfile PDFs today. Not exactly what this ticket entails but helps you in the meantime! Walkthrough below:Created Add RiskAdvisor Display Name to the Notes in AgencyZoom Created Auto Data Prefill Just Got Better Created Scripting / Talking Points Module for RiskProfiles Created RiskProfile Customization v2 Created InsuredMine Request: Add the ability to send multiple Labels Created InsuredMine Request: Dynamically send multiple Deal Categories (eg., Home, Auto, Umbrella)Commented on Introduce On/Off for Have us call you option on QuoteForm creationYou can now bypass the Entry page by replacing /respond with /start in your QuoteForm URL Link. This currently works for a dedicated link but not the embed version but we will be adding that support soon. At the moment, this is a workaround with a manual step. As we improve the Q…Created Simplify sending to AgencyZoom Created Add Home Type to Zapier