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:
Once completed, we will move on to one of the two options below:
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Comments4
Feb 11
PinnedHi Everyone 👋🏼
You've been asking for more control over how RiskProfiles are structured to better suit your agency. Today, we're excited to deliver exactly that with RiskProfile Customization, a powerful new feature that puts you in the driver's seat.
Learn to set it up here:
RiskProfile Form Customization
Why This Matters
You’ll be able to control
Tailor intake questions to fit your agency’s process
Which fields are required to be answered by producers
If questions shown to RiskAdvisor users in the RiskProfile
All available for Applicant, Auto, General, Home, and Umbrella
Need additional support? Reach out to us on chat.
RiskProfile Customization v2
David Watson
Feb 13
•Merged request
•5 votes
Ability to Add Custom Questions Across the Entire RiskProfile
We would like the ability to add our own custom questions throughout the entire RiskProfile.
David Watson
Dec 23, 2025
•Merged request
•11 votes
Ability to Customize Forms
Please take a look at RiskProfile Customization v1 for additional details on this what this entails.
Dec 18, 2025
PinnedThis is currently in progress as part of a larger project. Please take a look at RiskProfile Customization v1 for more details!