Give us feedback

Roadmap

Latest changes

API Docs

How can we help you?

Help Center

Integration: QuoteRush

Bug Fix

Integration: EZLynx

AgencyProposals

Integration: AgencyZoom

Data Pre-Fill

Brokers

Integration: PL Rating

Virtual Assistants

Integration: Zapier

Custom Discovery Questions

Email Templates

PolicyLink

Integration: Gaya

QuoteForms

Round-Up

RiskProfiles

Underwriting AI

Integration: HawkSoft

Integration: InsuredMine

Integrations

UnderwritingAI

Form Builder

Improved

riskadvisor

Handle customers who are experiencing bugs or glitches.

Handle customers with specific feature requests.

Waiting on Additional Feedback

 🧐 In Review

Waiting on Product Response

💭 Planned

🔜 Next

🚧 In Progress

🔒 In Closed Beta

🧪 In Open Beta

🔥 Released

Canceled

Duplicate

Rejected

Lines of Business

Risk Profiles

Prospect Feedback

Platform

In Review

Planned

In Progress

🧪 In Beta

Released

Main Roadmap

QuoteForms Roadmap

Risk Profiles Roadmap

AgencyProposals Roadmap

PolicyLink Roadmap

Integrations Roadmap

Lines of Business Roadmap

Tell RiskAdvisor how they could make the product more useful to you.

Help us make RiskAdvisor better 🚀

Give feedback on how we can improve RiskAdvisor

Want to see something new added to RiskAdvisor?

Hey {name|there}! 👋

We are currently waiting on AgencyZoom to approve us as a 2-way integration partner to be able to start moving forward with this integration. Please submit a roadmap request (<a target="_blank" rel="noopener noreferrer nofollow" href="https://app.agencyzoom.com/help/roadmap">https://app.agencyzoom.com/help/roadmap</a>) or let Sean Inutsuka(<a target="_blank" rel="noopener noreferrer nofollow" href="mailto:sinutsuka@vertafore.com">sinutsuka@vertafore.com</a>) know if you would like to see this integration.This will mostly be work done from the AgencyZoom side but I wanted to start this so that we can show them how much interest there is in this.<ul class="tight" data-tight="true"><li>Start a Risk Profile from Lead Card</li><li>Start/Update Risk Profile from Service Card</li></ul>Add comments for additional requests.

AgencyZoom Two-Way Integration

David Watson

AgencyZoom Two-Way Integration

Comments2