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Custom Required Fields for LOBs

I experience some pushback on integrating RA fully into our processes due to needing a lot of fields filled out in order to submit the form. If we could customize which ones were required, that would enhance the experience I believe.

Status: 🔥 Released2 comments

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Comments2

  • David Watson changed status to 🚧 In Progress
    Team•

    Dec 18, 2025

    Pinned

    This is currently in progress as part of a larger project. Please take a look at RiskProfile Customization v1 for more details!

  • David Watson

    Team•

    May 21, 2025

    @info good news is working through some of that right now!

    Can you email me a list of the fields that are normally hold ups for your team?
    david@riskadvisor.insure

    Thank you for the feedback!