Bug Fixes & Other Changes

• Fixed Bug Related to Brokers & Virtual Assistant’s showing for different teams

• Fixed Bug related to Unknown causing issues related to Auto Data Prefill for Gender and Marital Status

• Fixed Bug Related to creating a Risk Profile from the Client Profile page

• +additional bug fixes and other smaller changes

General App Improvements

This update improves loading times by only displaying the most recent 10 clients, which is especially helpful for teams with many clients. We've also enhanced the user experience with new features that indicate when information is loading and fixed a search feature to prevent repeated requests

Zapier Trigger: PolicyLink completed

Users can now automate processes with Zapier when a PolicyLink is completed, utilizing all returned data.

Bug Fixes & Other Changes

• Years at Address not being sent on New Purchase

• Add DP1 to Requested Policy Form Dropdown

• +additional bug fixes and other smaller changes

Introducing our integration with Gaya ↗️

The integration with Gaya allows users to take advantage of Gaya's Super-Copy & Super-Paste functionality. Once enabled, the integration will send the Risk Profile Data to their Chrome Extension automatically!

RiskAdvisor and Gaya first met as Cohort Members of 101 Weston Labs ↗️ in 2023 and we are excited to partner together for this Integration 🎉

If you are interested in exploring Gaya, please reach out to carl@gaya.ai.

In addition, we already have an enhancement for our early adopters. We now display the @Gaya Status on the Risk Profile card.

PolicyLink

Provide Redirect URL & Confirmation Options
After completing a PolicyLink, you will be redirected to a specified URL. Alternatively, you can provide a custom success message for each PolicyLink instead of using the default message or redirect.

Ability to Upload Documents via PolicyLink

This will allow agencies to receive documents via a streamlined process utilizing PolicyLink.

Carriers Added to PolicyLink

New PolicyLink Carrier: Acuity

New PolicyLink Carrier: Hanover

General App Improvements

New Question(s): Accidents & Tickets

In this section, you'll find three new questions about accidents, tickets or violations, and comprehensive claims. Each question includes a repeatable field to add multiple entries to the Risk Profile. These fields will also be included in the Risk Profile PDFs.

Add Type of Business to Risk Profile PDF Headers

This update offers instant access to the Type of Business for your team, virtual employees, wholesale brokers, and more.

Bug Fixes & Other Changes

• Fixed Bug Related to Auto Data Prefill

• +additional bug fixes and other smaller changes

PolicyLink

Assign Lead Source to PolicyLink at Setup

You are now able to assign a lead source when setting up a new PolicyLink. This Lead Source will be set in the created Risk Profile automatically for you.

For AgencyZoom Agencies, you will see all of your Lead Sources automatically.

For Non AgencyZoom Agencies, you will have a simple Text Input option.

Update Logo and Profile Picture when they are changed for existing PolicyLinks

When you update your Profile Picture ↗️ or Logo ↗️ in RiskAdvisor it will now update any existing PolicyLinks.

Bug Fixes & Other Changes

• Resolved a bug related to State Specific Auto Templates

• +additional bug fixes and other smaller changes

Bug Fixes & Other Changes

• Resolved a bug related to adding your first Discovery Question

• Resolved a bug related to PolicyLink Supplemental Data

• Resolved a bug concerning the addition of AgencyZoom tags in Settings

• Notes not Displaying for Umbrella Proposal

• +additional bug fixes and other smaller changes

PolicyLink

Ability to Edit Drivers

After a successful PolicyLink submission, clients can now edit driver details, allowing them to add dates of birth and driver's license numbers.

General App Improvements

Introduce the Ability to Send Risk Profiles from the Risk Profile Cards

This enhancement allows for easy sending of Risk Profiles to Integrations if they haven't been sent previously.

EZLynx Integration

Remove Vehicles Prior to 1966 When Sending to EZLynx

To prevent submission errors, vehicles with VINs from before 1966 are removed, as EZLynx does not accept them.

Bug Fixes & Other Changes

• Defaulted Display Name for PolicyLink to Agency Name

• Can't remove Co-Client

• Featurebase: Changelog Widget

• Fix PolicyLink Document Link

• Fix Plumbing Dropdown Bug

• +additional bug fixes and other smaller changes

General App Improvements

Custom Discovery Question Management

You can now add and remove Custom Discovery Questions for your account inside of your RiskAdvisor settings.

AgencyZoom Integration

Update AgencyZoom Opportunities

Opportunities, along with Drivers & Vehicles, will now be updated rather than creating duplicates.

PolicyLink

We're excited to announce the release of PolicyLink 🎉

This lets you:

• Provide a Consumer Facing Link to your Prospects and Customers

• They'll be able to log into their current carrier and provide you with their Policy & Dec Pages

• Once Completed, this will send you a notification

• Once Completed, this will generate a Risk Profile in a Draft Status with the following pieces of data:

  • Contact Information

  • Current Carrier Information (Carrier Name, Premium & Expiration Date)

  • Driver(s) Information

  • Vehicle(s) Information

  • ID Cards & Dec Pages

If you'd like to view an interactive demo of what PolicyLink looks like check it out below:

PolicyLink Interactive Demo