Improved

Bug Fix

Integration: AgencyZoom

Data Pre-Fill

Integration: Zapier

<h2>General App Improvements</h2>Loss of Use / Added Actual Loss Sustained, 12 Months, and 24 MonthsUtah - Alcohol Discount Question / Added Alcohol Discount Question for users in Utah<h2>AgencyZoom</h2>We have released multiple bug fixes around the issues coming from AgencyZoom's issues as of last week. We are not 100% done with these but releasing these fixes as we can.<h2>Auto Data Prefill</h2>Texas DL Formatting / The API was prefilling the DL # with two leading 00's. This automatically removes these two leading 00's to format them correctly for Texas.<h2>Zapier Integration</h2>Lead Source / The Lead Source is now available to be sent via Zapier when creating a client in RiskAdvisor.<ul><li>For AgencyZoom users, this will automatically map to the Other Lead Source</li></ul><h2>API</h2>Lead Source / Added Lead Source to the APIMiscellaneous bug fixes and improvements were also included with this release.

11/2/2023 Release Notes

Help Center

UI/UX

Integration: QuoteRush

Integration: EZLynx

AgencyProposals

Brokers

Integration: PL Rating

Templates

Virtual Assistants

Custom Discovery Questions

Email Templates

PolicyLink

Integration: Gaya

QuoteForms

Round-Up

RiskProfile

Underwriting AI

riskadvisor

 🧐 In Review

💭 Planned

🚧 In Progress

🔥 Released

Duplicate

Rejected

🔜 Next

Integrations

Lines of Business

Risk Profiles

Prospect Feedback

UnderwritingAI

Platform

In Review

Planned

In Progress

Released

Main Roadmap

QuoteForms Roadmap

Risk Profiles Roadmap

AgencyProposals Roadmap

PolicyLink Roadmap

Integrations Roadmap

Lines of Business Roadmap

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