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🔗 Integrations - In Review

AgencyZoom Two-Way Integration

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 (https://app.agencyzoom.com/help/roadmap) or let Sean Inutsuka(sinutsuka@vertafore.com) 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. Start a Risk Profile from Lead Card Start/Update Risk Profile from Service Card Add comments for additional requests.

David Watson Over 1 year ago

1

🔄 Integrations

🔜 Next

Individual User Sign On for AgencyZoom

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.

David Watson 7 months ago

1

🔄 Integrations

Quick Send to Integrations

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: @AgencyZoom Integration @EZLynx Integration @Gaya Integration @PL Rating Integration @QuoteRUSH Integration Please upvote if you’d like to see this functionality added and please comment with any additional questions or ideas for this.

David Watson 5 months ago

1

🔄 Integrations

🔗 Integrations - In Review

SageSure Integration

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.

David Watson 7 months ago

🔄 Integrations

🔗 Integrations - In Review

InsuredMine 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 (tucker@insuredmine.com) know if you would like to see this integration. Our goal for any CRM integration will be to include: Deal & Pipeline Management Lead Source Importing to RiskAdvisor Document Transfer Opportunity Management Basically anything that will cut down on double entry for you Based on the partner, we will explore additional capabilities.

David Watson Almost 2 years ago

4

🔄 Integrations