We've been hard at work to bring you some exciting new features and enhancements at RiskAdvisor.

QuoteForms

Ability to generate Embed Code for QuoteForms
QuoteForm Embed Option

When a new QuoteForm is created, the option to generate the embed code is enabled by default.

Additionally, the system provides a properly formatted iFrame code, ensuring seamless embedding on external websites or platforms.

Prompt prospects to fill out additional details of prefilled drivers

To ensure that you get the most amount of data from your prospects we will now prompt them to fill in additional details when drivers have been prefilled but not all data was able to be prefilled.

Show Lines of Business requested in the Notes Section
Add list of Lines of Business to Risk Profile Note

To make it easy on while completing the Risk Profile you will be able to see the Lines of Business that were requested on the QuoteForm in the note section.

Bug Fixes & Other Changes

• QuoteForm Lead Source Selection

• Fixed bug related to Year Built not being filled out on the QuoteForm

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We appreciate your ongoing feedback and support as we continue to improve and evolve your RiskAdvisor experience! 👏 Stay tuned for more updates and innovations.