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💭 Planned
File Attachment Question for QuoteForms
Two potential approaches: A single file upload question A file upload question per document type ex. Would you like to upload your dec pages? Would you like to upload your Wind Mitgation Form etc
Additional options for the Education field.
Agency: Partners Hometown Insurance Agency The customer requested that following be added as selectable options in the Education field. General Educational Development No High School
Waiting on Additional Feedback
Generate a separate PDF per property for multi-property clients
When a client has multiple properties, agents need a separate PDF output for each property to attach individually to the correct property record in their AMS (e.g., Hawksoft). A combined single PDF requires the agent to manually split and save it, which adds friction and increases the risk of attaching the wrong underwriting info to the wrong property. Preferred behavior: generate one PDF per property, named by address or usage type, so each can be dropped directly into the correct attachment slot in Hawksoft or another AMS. A combined PDF is acceptable as a fallback, but separate files are strongly preferred for multi-property clients.
Waiting on Additional Feedback
Gaia integration overwrites existing property when sending a second risk profile for the same client
When a second risk profile is sent to Gaia for the same client, it overwrites the first property rather than creating a new entry. This makes it impossible to maintain multiple properties for one client in Gaia simultaneously. Confirmed example: an agency quoted a client's primary residence, then a rental property. After sending the second profile, only the rental appeared in Gaia — the primary was gone. The agency currently has no way to have both properties in Gaia at the same time. The Gaia API appears to support a property index parameter that would prevent overwriting. RiskAdvisor should expose this so agents can specify whether they're sending a first, second, or Nth property for a client.
Waiting on Additional Feedback
Auto-name risk profile cards with usage type and property address
Agents with clients who own multiple properties can't tell which risk profile card belongs to which address. Cards use system-generated names (e.g., "2026-27 Risk Profile - [name]") with no way to rename them. When a client has five rental properties, all cards look identical and agents have to open each one to find the right property. Request: auto-populate the card name with the usage type (Home, Landlord, etc.) and the property address, so the card label itself tells you what's inside without opening it. A manual rename option via the three-dot menu would also solve this. This becomes critical at renewal time — agents need to quickly reference the right profile for the right property across a client's full portfolio.
Map "Defensive Driver Discount field" in EZLynx
Add the Defensive Driver Discount Field to RiskAdvisor and Map to EZLynx. This discount is used quite commonly for Minnesota Drivers.
Add Carrier Option to Current Carrier Field
Agency: Bay Area Insurance Shop, Inc. The customer requested adding the following carrier as an option for the “Who is your current carrier?” field when “Is this a new purchase?” is set to No. Slide Insurance
Add Occupation options: Correctional Officer and Welder
Add the Correctional Officer and Welder occupation options. This remains open from the September 14 Featurebase post.
Additional options for the Occupation field.
The customer requested that following be added as selectable options in the Occupation field. Correctional Officer Welder Agency: Partners Hometown Insurance Agency
Missing Address Field for Monoline Umbrella Policies (HawkSoft Impact)
The customer reported an issue where, when creating a monoline umbrella policy without associated auto or home policies, the system does not prompt for an address. This omission was identified when attempting to import the policy into HawkSoft, as the missing address prevented a successful import. The customer provided "Kade Kindsfater" as a reference profile. No error message was displayed within the RiskAdvisor system itself. The customer provided this as a heads-up and does not require a follow-up.
Co-branded/custom logo setting for QuoteForm 2.0
Users would like the same custom logo option we have in our current Quoteform settings to be added to QuoteForms 2.0.
SMS Consent Tags based on field responses in QuoteForms
Apply specific tags from QuoteForm submissions based on responses to answers like SMS consent
Configure HawkSoft/AgencyZoom Sequence
Be able to decide in which sequence integrations sync. HawkSoft needs to write into AgencyZoom for them to be connected. We send to HawkSoft HawkSoft triggers write into AgencyZoom We incrementally check for lead to be in AgencyZoom Once there, we update from our end.