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 10 months 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
AgencyProposals
Templates
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!
Release Notes ↗
Roadmap ↗
Feedback Board ↗
