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

User Experience Improvement

Co-Applicants will no longer be automatically added when you select Married in Risk Profiles. This also applies when a Risk Profile is started from QuoteForms and/or Zapier. This decision was not made lightly and it was made with the intention to further streamline your data collection.

QuoteForms

Apply Templates to QuoteForm Submissions

Your Agency Templates will now be automatically applied to any QuoteForm submission to make it quicker and more efficient for fields that you regularly use.

How to add Home & Auto Templates

Add Roof Type & Roof Material to QuoteForms

These fields will be available to be prefilled by Property Data Pre-Fill.

Data Prefill - Home

Improve Navigation Between Pages

This update ensures that clicking the 'Previous' button on the Personal Details Step 1 page takes clients back to the Insurance Selection page, not the Entry page. A 'Previous' button has also been added to the Insurance Selection page, allowing navigation back to the Entry page.

Bug Fixes & Other Changes

• Support Improvement: We can now easily resend the Submission Summary Email for you

• Fix Bug related to Progress Bar when a QuoteForm is embedded

• Fixed a bug that was causing the 'Update Driver' and 'Update Vehicle' buttons to display incorrectly

• +additional bug fixes and other smaller changes

💡 Give us Feedback
➡️ Roadmap
🎉 Latest Changes
📖 Help

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