Help Center

Improved

UI/UX

Integration: QuoteRush

Bug Fix

Integration: EZLynx

AgencyProposals

Integration: AgencyZoom

Data Pre-Fill

Brokers

Integration: PL Rating

Templates

Virtual Assistants

Integration: Zapier

Custom Discovery Questions

Email Templates

PolicyLink

Integration: Gaya

Admin

Manager

Contributor

riskadvisor

🔗 Integrations - In Review

 🧐 In Review

💭 Planned

🚧 In Progress

🔥 Released

Duplicate

Rejected

🔜 Next

Property Data

Auto Data

Integration: QuoteRUSH

Insurance Products

Products

Integrations

<p>Tell RiskAdvisor how they could make the product more useful to you.</p>

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Want to see something new added to RiskAdvisor?

Hey {name|there}! 👋

<p>Would like to be able to edit a proposal, in case we decide to change which plan we are presenting in one area, and not have to redo the entire proposal.</p>

Ability to Edit Proposals

An Anonymous User

RiskAdvisor

Ability to Edit Proposals

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