💭 Planned

LOB: Renters (HO4)

David Watson

QQ Catalyst Integration

There is no option for international driver's license on the auto.

Support International Driver's Licenses

Scarlett Thompson

Opening this content and viewing it is easier for our team if it is 1 PDF versus 4 PDFs.

Combine all Risk Profiles into 1 PDF

bwfeldman2

AMS360 Integration

Epic Quotes / Leads Inbox Integration

Linear

Support Multiple VAs

LOB: Condo

Social Security Number Field

It appears that when we search for/sync a lead or customer from AgencyZoom in the Risk Profile that it is not pulling in the Lead Source.

AgencyZoom not pulling in Lead Source

Public facing forms to capture client information to be used by agents.

🚧 In Progress

QuoteForms - Consumer Facing Forms

🔥 Released

Gaya Integration

Integration: AgencyZoom

Add Tag Options for AgencyZoom

Currently, PolicyLink is scoped to team owners and admins, which means any regular team member who has a PolicyLink assigned to them cannot actually view the PolicyLink, to either copy the URL, view policies, etc.

We need to update the PolicyLink policy to allow team members access to PolicyLinks that have been assigned to them.

Add permission for team members to view assigned PolicyLinks

Raymond Budnik

Create Opportunity in AgencyZoom

Why are you shopping? What are you looking for in a new company? Rate your Current Agent/Carrier: <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://www.linkedin.com/posts/pdfoster_insurance-sales-activity-6917858000242106369-sK44?utm_source=linkedin_share&amp;utm_medium=ios_app">https://www.linkedin.com/posts/pdfoster_insurance-sales-activity-6917858000242106369-sK44?utm_source=linkedin_share&amp;utm_medium=ios_app</a>

Custom Discovery Questions

Receive current policy information from your prospects and clients that then generate a risk profile.

PolicyLink - Policy & Dec Page Retrieval

New Question(s): Accidents & Tickets

Roxie Whigham

“By sharing your phone number with us, you consent to receive SMS text messages from..."

Can we text you about your insurance? Checkbox for TCR Regulations

Remove Requirement for Wind/Hail Deductible

Need to be able to search/filter lead source and occupation.

Search/filter Lead source and Occupation

An Anonymous User

If an individual user has signed in to AgencyZoom then we will use their information when pushing the lead to AgencyZoom. If an individual user has not signed in to AgencyZoom then we will default to the account owners information. This should be available in the User Profile so they are able to see it.

🔜 Next

Individual User Sign On for AgencyZoom

Upgrade to PL Rating Import API

Currently if a client is created in EZLynx for the first time from RiskAdvisor then those files are forever connected. This would introduce the ability to update existing clients to prevent duplicates.

Integration: EZLynx

Update Existing EZLynx Client via ApplicantId

Integrations

Hawksoft Integration

Gaya has requested us to add Static ID’s to fields without one so that they can add pasting capabilities into RiskAdvisor. <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI4ODc2MTQ2IiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="How to set up your Gaya Integration">@How to set up your Gaya Integration <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiIyNzMwOTc1IiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="How to send a Risk Profile to Gaya">@How to send a Risk Profile to Gaya

Add Static ID's for Gaya to Paste Data into RiskAdvisor

If a home is not a new purchase we need to retrieve the Purchase date as part of our Property Data lookup. 

We would send this data to our integrations

Purchase Date from Property Prefill

Lori Hemphill

Should line up with Medical Assistant mapping for integrations.

Add Physician Assistant to occupation fields

QuoteRUSH API Updates

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.

🔗 Integrations - In Review

AgencyZoom Two-Way Integration

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.