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

QuoteForms

Round-Up

RiskProfile

Underwriting AI

riskadvisor

 🧐 In Review

💭 Planned

🚧 In Progress

🔥 Released

Duplicate

Rejected

🔜 Next

Integrations

Lines of Business

Risk Profiles

Prospect Feedback

UnderwritingAI

Platform

In Review

Planned

In Progress

Released

Main Roadmap

QuoteForms Roadmap

Risk Profiles Roadmap

AgencyProposals Roadmap

PolicyLink Roadmap

Integrations Roadmap

Lines of Business Roadmap

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<p>When a new document is attached or created from RiskAdvisor this zapier trigger would fire. This would allow you to pass attachments to other applications via zapier. </p>

Zapier Trigger: New Document Created / Attached

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RiskAdvisor

Zapier Trigger: New Document Created / Attached

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