Overview

Form customization for RiskProfiles is now live in RiskAdvisor 🎉

In this webinar, we walk through what is available today, what is already in development, and where form customization is headed next!

Recording

What we cover

• How to access form settings in your account RiskProfile Form Customization

• Controlling which questions appear, which are required, and how fields are labeled

• Primary and sub question relationships and how they affect your settings

• A preview of RiskProfile Customization v2: drag-and-drop reordering, collapsible sections, and custom questions with conditional logic

• QuoteForms Customization v1 and what that means for your client-facing intake

• Six new dedicated lines of business coming soon:

  • LOB: Dwelling Fire / Landlord for RiskProfile

  • A Dedicated LOB Condo for RiskProfiles

  • A Dedicated LOB Mobile Home/Manufactured Home for RiskProfiles

  • A Dedicated LOB Renters for RiskProfiles

  • A Dedicated LOB Personal Articles Floater for RiskProfiles

  • LOB: Recreational Vehicles