Underwriting AI Sneak Peek 👀

RiskAdvisor is excited to show you something we’ve been working on for a while - Sign up for our webinar for the latest information on our new Underwriting AI: Webinar Registration

Condo, Renters, and Mobile for RiskProfiles 🏢

Condo, Renters, and Mobile are now available as options for RiskProfiles. Selecting one of the options displays different question sets that are relevant to your client’s RiskProfile.

Condo option selected in the “Home” section in a RiskProfile

EZLynx Client Sync

Worried about duplicating efforts or entering data you might already have in EZLynx? Now you can see any matching contacts from EZLynx and load their data into your Applicant Details. Note: EZLynx integration must be enabled

EZLynx Sync Integrations options with dropdown expanded

Additional AgencyZoom Lead Data 🔁

Within the RiskProfile applicant search field you can now see AgencyZoom Customers and Leads and utilize the additional information from these clients.

New fields returned to a RiskProfile when a lead is selected:

• Birth Date

• Marital Status

• Notes/Comments

Applicant Search box with two AgencyZoom customers ready for a RiskProfile

Improved Policy & Dec Page UI 📑

We’ve rearranged the Policy & Dec Pages screen within the Client to better align with the new PolicyLink 2.0. You’ll now see Status results, PDF copies of the retrieved documents, and Vehicle and Driver Information that has been processed.

Viewing the new Policy & Dec Pages screen

Updated UI and Client Links in Form Abandonment emails 🍂

Utilizing Form Abandonment in your QuoteForms generates emails to your assigned agents that allows them to quickly follow up with clients and make sure you never miss a lead! Clicking the hyperlink in the client name to bring you directly to the client’s newly created Profile.

A Sample Form Abandonment Email

Bug Fixes & Minor Improvements 🐞

• Bug for tickets & violations in drivers section has been fixed

• Fixed an issue related to downloading HawkSoft documents after a RiskProfile has been sent.

• Increased size restrictions for PDF documents to handle larger files

• QuoteForms submissions now sort by most recent first

• Improved results for EZLynx QuickSend

• Fixed VIN lookup for 2026 Vehicles in EZLynx

• AgencyZoom leads and Customers missing First or Last Name will now transfer

• Rate Limiting has been enabled for QuoteForms protecting from bots

• Several QuoteForm icons have been updated

• PolicyLink can now create Co-applicants with First Name only

• + other improvements!

Facebook User Group 🖥️

Join our Facebook User Group so that we can collaborate and help each other.

Please join our User Group by following this link: RiskAdvisor User Group

What should we do next? 🚀

We know how important it is to build what you need so we are asking for you to actively vote for what you'd like to see us build next for RiskAdvisor! We are getting close to being able to focus on exactly what you vote on.
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And guess what? You can upvote current requests or add new requests without even having to create an account!
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Here are some items you can vote for or you can see everything up for vote here: RiskAdvisor Feedback

As always, if you have questions for us, please chat with our support team or visit 📖 Help

This Month’s Blog Posts ✍🏻

Trust First: A Quote Flow That Converts

Stop Writing Everyone