InsuredMine Request: Dynamically Map Pipeline, Stage and Agent with RiskProfile Submission

We have a workaround planned to account for this with Pipeline automation and labels but the idea setup would allow you to map this dynamically so that it passes through automatically and correctly.

Start a RiskProfile via XML Import

Upgrade to HawkSoft Create Client API

Allow for RiskAdvisor to create a Prospect/Client and Policy Shell via the new HawkSoft API

Push Home Underwriting Data to HawkSoft

Additional Data Fields to send to HawkSoft: Residence Type Dwelling Use Occupancy Type Construction Type Roof Type Heat Source No. of Units Stories No. of Rooms No. of Familes etc

Import from HawkSoft

Receive NextCallClub Leads in RiskAdvisor

The customer is currently receiving internet leads from NextCallClub into Agency Zoom and requests that these leads be routed to RiskAdvisor instead. RiskAdvisor is already in communication with NextCallClub regarding an integration. The customer will be provided with updates on the integration progress.

Update Existing EZLynx Client via ApplicantId

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.

Set Defaults for Property Type, New Purchase, and Mortgage Prefill

Simplify sending to AgencyZoom

What’s changed: Pipeline stage selection is now unified into a single option within the Risk Profile No more separate “match” and “no match” stages New Agency Default labels for Pipeline, Stage, and Location clearly show when standard settings are in use

Improved HawkSoft Integration

Add more fields to the HawkSoft document download functionality. Would love to see Auto, Home, Umbrella, and Co-client details! Fields that will be available in the full Hawksoft Document Improvement: Home Category Description

Auto Data Prefill Just Got Better

We improved how auto data prefill works when pulling vehicle and driver information. Auto data prefill now checks multiple addresses for every pull. Current address, prior address, mailing address, and garaging address. What changed: The prefill request now supports multiple address inputs, including: Current address Prior address Mailing address (when separate from the primary) Auto garaging address The system will run all applicable addresses, remove duplicates, and return the best available result. This applies to both QuoteForms & RiskProfile submissions.

Send QuoteForm data to AgencyZoom as a formatted note

QuoteForm data will now be added a formatted note directly in the AgencyZoom lead.

Add per-user default for Send to InsuredMine

If InsuredMine is enabled in team settings, add a profile setting that lets each user choose whether Send to InsuredMine defaults to yes or no.

Allow API token generation on Grandfathered Growth Plans

Imported from Linear.

Send RiskProfile data to AgencyZoom as a formatted note

Improved reliability of Sync from integrations action