In Review

Planned

In Progress

Released

Main Roadmap

💭 Planned

Lines of Business

LOB: Renters (HO4)

David Watson

Integrations

QQ Catalyst Integration

Support Multiple VAs

We are currently waiting on InsuredMine to provide us with the API to be able to start moving forward with this integration. Please let Tucker Hood (<a target="_blank" rel="noopener noreferrer nofollow" href="mailto:tucker@insuredmine.com">tucker@insuredmine.com</a>) know if you would like to see this integration. Our goal for any CRM integration will be to include:<ul><li>Deal &amp; Pipeline Management</li><li>Lead Source Importing to RiskAdvisor</li><li>Document Transfer</li><li>Opportunity Management</li><li>Basically anything that will cut down on double entry for you</li><li>Based on the partner, we will explore additional capabilities.</li></ul>

InsuredMine Integration

Epic Quotes / Leads Inbox Integration

Linear

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

Support International Driver's Licenses

Scarlett Thompson

AMS360 Integration

QuoteForms

QuoteForms Form Builder

LOB: Condo

Planned for Q1 - Q2 of next year.This will use AI to ingest your underwriting Guidelines and eligiblity to automatically apply a Green Light, Yellow Light, and a Red Light to your carriers on a risk so that you only spend time quoting with carriers that are eligibility or have a good chance of being eligible. Admins will also be able to rank their carriers so that your team knows your priority carriers based on contingency, commission structure, etc.

UnderwritingAI

This would be a button for enabled integrations to bypass the rest of the Risk Profile requirements and to send a partial submission to your integration. It would consist of:<ul><li>The ability to turn this feature on/off in settings for the agency</li><li>A dialog of minimum requirements from the integration partner</li><li>The ability to come back and edit the Risk Profile at a later date or update with more information and resend to integration.</li></ul>It would be available for:<ul><li><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI2NTczNzAxIiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="AgencyZoom Integration">@AgencyZoom Integration</li><li><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI0ODE5NzU4IiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="EZLynx Integration">@EZLynx Integration</li><li><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI2MTU2NDQwIiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Gaya Integration">@Gaya Integration</li><li><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI3NzcxMTY5IiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="PL Rating Integration">@PL Rating Integration </li><li><span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI4NzAxMDIwIiwiaGVscENlbnRlcklkIjoiZ2MzOWoxcGJ6Ymt1YjY2dSIsIm9yZ2FuaXphdGlvbklkIjoiNjQxZGQ1YzRhYWNlZDFjNGJhOTY5MDhjIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="QuoteRUSH Integration">@QuoteRUSH Integration</li></ul>Please upvote if you’d like to see this functionality added and please comment with any additional questions or ideas for this.

🚧 In Progress

Quick Send to Integrations

This project will consist of taking our carrier list to 80+ to 300+ as well as huge reliability enhancements.

PolicyLink

PolicyLink Enhancement Project

Users will be able to choose between a Stacking (old method) and Side by Side (current method) for Drivers and Vehicles. If Data is prefilled or brought in from another source (zapier, QuoteForms, PolicyLink) then they will be defaulted to Stacking so that all are in view.

Stacking & Side By Side View for Drivers/Vehicles

Once Name, Phone, and Email are collected notify the assigned user that the form has been abandoned. Look Into: <ul><li>Agent Notifications</li><li>Prospect Notifications </li></ul>

Form Abandonment Notifications

“Would you like to make all fields required?”<ul><li>(toggle) Personal Details</li><li>(Toggle) Home Insurance</li><li>(Toggle) Auto Insurance</li></ul>This can go below LOB selection.

Ability to make all QuoteForm Fields Required

If you are renewing the Home Insurance Risk Profile you will now be able to add the Auto and then order the Auto Data Prefill

Risk Profiles

Add the ability to order Auto Data on Home Renewals when Auto is Added

Increase Size of Logos

Don’t prefill the Effective Date from the Purchase Date for the No Route under “Is this a New Purchase?”

Improvement to Purchase Date Prefill

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

🔥 Released

QuoteForms - Consumer Facing Forms

Gaya Integration

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

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

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

PolicyLink - Policy & Dec Page Retrieval

When creating a new QuoteForm, the option to generate the embed code should be enabled by default. Additionally, the system should provide a properly formatted iFrame code to ensure seamless embedding on external websites or platforms

QuoteForm Embed Option

david

New Question(s): Accidents & Tickets

Roxie Whigham

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.

 🧐 In Review

Individual User Sign On for AgencyZoom

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.

Update Existing EZLynx Client via ApplicantId

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.

AgencyProposals

Ability to Edit Proposals

An Anonymous User

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

RiskAdvisor for Commercial Insurance

Both for Client Facing and agent facing Risk Profiles.

Spanish Forms

Add Departments & Groups to AgencyZoom Options

This would be similar to our upcoming feature QuoteForms but it would give you a bit more customization for the referral partner. This could be another Agency, Financial Planner or even a Mortage/Realtor relationship. With QuoteForms you'll be able to do this but I am thinking we may want to expand upon it a bit more.

External Referral Partner Form

This should include quick visualization of what is required. When there is a field that has a error having a tab where you could click on the error and it take you directly to the missing field

Enhanced Validation for Required Fields

If “Full Time Rental Property” is selected it prevents anything from being sent to EZLynx. We want to figure a way around this and other situations.

Push EZLynx Customer Data regardless of policy form

🔜 Next

Upgrade to PL Rating Import API

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

We have this a discount option, we need to be able to send it over if it’s selected.

Send Fire Extinguisher to EZLynx

Should line up with Medical Assistant mapping for integrations.

Add Physician Assistant to occupation fields

Nothing displays in the dropdown. <img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01939df7-de84-75aa-915b-82ff9e490094.png" data-width="100%" data-align="left">We also need to verify that the fix is good on Templates

Issue with EUIM Coverage on Risk Profiles

<ul><li>Added value here would be creating a disclosure based on state, with ability to link to agency’s Privacy Policy.</li><li>Potential for some agencies to not have a website and use Risk Advisor only; what considerations are needed here for these cases?</li></ul>