Follow new updates and improvements to RiskAdvisor.
When additional contact details and household addresses are present at intake, RiskAdvisor now uses them to sharpen the pull. More drivers returned. More vehicles returned. Less blank space when the RiskProfile opens.
Producers spend less time filling in what the system should already know.
Available on all plans, no changes needed on your end. Just make sure your intake is collecting the full household picture.
The native Canopy Connect integration is now live! When a client completes a Canopy Connect submission, you can sync their data directly into a RiskProfile with one click. No Zapier. No re-keying.
Please note: This integration is only available to agencies on the Canopy Connect Elevate or Peak plan. Check your Canopy Connect billing or contact your Canopy Connect representative if you are unsure which plan you have.
Setup takes under two minutes from your integrations settings page. Canopy Connect Integration
Not all risk is created equal. Tell us what matters to you - and never miss another data point from your clients.
With RiskProfile Customization V2 you can:
Add any question, of any type, into any section of the RiskProfile
Reorder fields in the way that fits your preferences
Choose dependent questions that appear only for specific cases, states, or other criteria
Add your questions in a few minutes.
Change them anytime.
Reach out to david.brower@riskadvisor.insure or to any member of our team in chat to schedule time to get set up with the Beta for your agency