AgencyZoom Two-Way Integration

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 (https://app.agencyzoom.com/help/roadmap) or let Sean Inutsuka(sinutsuka@vertafore.com) 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. Start a Risk Profile from Lead Card Start/Update Risk Profile from Service Card Add comments for additional requests.

Individual User Sign On for AgencyZoom

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.

RiskAdvisor for Commercial Insurance

Spanish Forms

Both for Client Facing and agent facing Risk Profiles.

Support Multiple VAs

Multiple Homes in the same Risk Profile

I think it would be very helpful to have an option for unlimited homes to be able to create in a risk profile for those times you speak with a prospect who has a primary home, secondary/seasonal home, and multiple landlord polices.

Ability to Edit Proposals

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.

SageSure Integration

SageSure is a Digital MGA serving Florida, Louisiana, North Carolina, South Carolina, Texas, and Virginia. An integration with SageSure would provide a streamlined an interactive way to Quote their full suite of products directly from RiskAdvisor saving agents time and cutting down on data entry mistakes.

Neptune Flood Integration

Provide an automated Neptune Flood Quote when a Home Risk Profile is completed

External Referral Partner Form

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.

Epic Quotes / Leads Inbox Integration

Support International Driver's Licenses

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

AMS360 Integration

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.

QQ Catalyst Integration

LOB: Quick Home

A quick home would be a minimal required data points for a home quote to quickly be collected.

Situational Templates

Having the ability to set up templates based on situations. IE; Flat Roof Row Homes This would involve creating multiple templates that are associated to a dropdown and you’re able to select from that dropdown. Helpbase Articles: @How to add Home & Auto Templates @Templates - Home @Templates - Auto

Add Renewal/Rewrite to Email Templates for VAs & Brokers

Being able to add these to the emails and email subject lines

Introduce Button to "Apply Coverages to All Vehicles"

It would be cool if when entering the vehicles on risk advisor if I could choose “apply coverage to all vehicles” instead of having to choose deductibles on every vehicle

Additional Home Discounts

Visible to Neighbors Non Smoker Need to make sure that these are mapped properly to EZLynx and other integrations

Send Fire Extinguisher to EZLynx

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

Add Physician Assistant to occupation fields

Should line up with Medical Assistant mapping for integrations.

Upgrade to PL Rating Import API

Upgrade to HawkSoft Create Client API

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

Lead Intake Webhook

Ability to create a client and start a Risk Profile from a lead vendor via a webhook

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

Send confirmation email to Call in Quote Request submitter

This would have to route via the ‘Your Email Address’ field in the referral section.

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.

RiskProfile Customization v2

This second step of RiskProfile Customization will include the following: Add Custom Fields throughout the RiskProfile Forms Reorder fields in the way that fits your preferences Choose dependent questions that appear only for specific cases, states, or other criteria

Hawksoft Integration

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.

LOB: Renters (HO4)

QuickSend to EZLynx

Quick Send to Integrations

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: The ability to turn this feature on/off in settings for the agency A dialog of minimum requirements from the integration partner The ability to come back and edit the Risk Profile at a later date or update with more information and resend to integration. It would be available for: @AgencyZoom Integration @EZLynx Integration @Gaya Integration @PL Rating Integration @QuoteRUSH Integration Please upvote if you’d like to see this functionality added and please comment with any additional questions or ideas for this.

Gaya Integration

InsuredMine Integration

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 (tucker@insuredmine.com) know if you would like to see this integration. Our goal for any CRM integration will be to include: Deal & Pipeline Management Lead Source Importing to RiskAdvisor Document Transfer Opportunity Management Basically anything that will cut down on double entry for you Based on the partner, we will explore additional capabilities.

Canopy Connect Integration

Verify current premiums, limits, coverages, deductibles, and declaration pages from all personal and commercial P&C lines

Combine all Risk Profiles into 1 PDF

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

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!