Start a RiskProfile via XML Import

Bypass Drivers/Vehicles when submitting a Recreational Vehicle on Auto Insurance

The ultimate goal is that Recreational Vehicles will be their own line of business but in the meantime we are exploring this as a workaround for better user experience.

PDF Footer Now Shows Who Started, Edited, and Submitted a RiskProfile

RiskProfile PDFs now include a footer that tracks the full activity trail for each profile — who created it, who made edits along the way, and who submitted it for quoting. This information is automatically captured as your team works and displayed in a clean table at the bottom of every generated PDF. Creation source is labeled clearly: a staff member's name if they built it manually, or the channel if it came in through a QuoteForm, PolicyLink, or API connection. All editors are captured without duplicates, and the submitting user is recorded at the moment the profile is sent for quotes.

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

RiskProfile Customization v1

In the first version of RiskProfile customization, the following features will be available in your RiskAdvisor account: Apply custom labels to RiskProfile questions Make required fields optional Make optional fields required Hide fields that are not needed These customization options will be available within each section of the RiskProfile: Applicant Section Home Section Auto Section Umbrella Section Review & Send Section General Section The following feedback posts are also related to this project: @Ability to Customize Forms @Enhanced Validation for Required Fields @Custom Required Fields for LOBs @Risk Profile Form Builder Once completed, we will move on to one of the two options below: @QuoteForms Customization v1 @Ability to Add Custom Questions Across the Entire RiskProfile Please vote on which one you would like to see happen next!

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.

Add "Separated" & "Domestic Partner" as a Marital Status Option in RiskProfile

Agencies need a "Separated" option in the Marital Status field — especially in states like Louisiana where separated-but-legally-married is common. The current options don't cover this status, requiring agents to select an inaccurate alternative.

Add preview and download buttons for RiskProfile uploaded files

Show Heating & Air update regardless of # of Units for RiskProfiles

Right now, we only show if the # of units are selected. If none are selected, assume 1.

Co-applicant data now included in auto prefill

When a co-applicant has been added to a QuoteForm or RiskProfile before auto data prefill runs, our auto data provider now receives their information alongside the primary applicant. This gives us a wider household view, which means more complete vehicle and driver results come back on the first pull. What changed: Co-applicant and co-client data (first name, middle name if available, last name, and date of birth) is now included in the data request This applies to both QuoteForms and RiskProfiles If no co-applicant or co-client is present, prefill behaves exactly as before Partial entries with missing names are skipped automatically so incomplete data does not create errors

Send RiskProfile data to AgencyZoom as a formatted note

Improved reliability of Sync from integrations action

Add File Upload to Call-In Forms

Add an optional file upload field to Call-In forms that automatically attaches uploaded documents to the related RiskProfile.

Send SSN to EZLynx