2023 Year in Review

Take a look back at 2023 and all of the additions, improvements and integrations that we introduced to RiskAdvisor 🎉🥂

Written By David Watson

Last updated About 2 years ago

Integrations

AgencyZoom Integration

We introduced our most popular integration, AgencyZoom

Ability to import Lead Sources
Ability to search Leads and Customers
Seamlessly update stages and pipelines
Effortlessly send Risk Profile PDFs and Attachments to AgencyZoom

PL Rating Integration

We introduced our direct integration with Vertafore's Rater.

Easily send Home and Auto quotes directly to PL Rating straight from RiskAdvisor

QuoteRUSH Integration

We introduced our direct integration with QuoteRUSH - a rater for high risk markets

Easily send Home and Auto quotes directly to QuoteRUSH straight from RiskAdvisor

Integration Enhancements

AgencyZoom

Opportunity Creation from RiskAdvisor ➡ AgencyZoom

Zapier Integration

Intake Risk Profiles via Zapier from a 3rd Party App

Product / Features

Auto Data Prefill

Agency Discovery Questions

Auto Save

Release Notes

AgencyProposals

Templates

Help Article

Thank you to every RiskAdvisor customer and supporter for a great 2023! We're so excited for what 2024 will bring and we will continue to work to make RiskAdvisor better for you ❤

You can find the full release notes for these updates and much more below!

RiskAdvisor