David Watson

All in one integrated CRM to optimize and grow your agency

InsuredMine Integration (via Zapier)

Give us feedback

Roadmap

Latest changes

API Docs

David Brower

Best steps on getting started with RiskAdvisor

Getting Started

RiskAdvisor Facebook User Group

How to add Custom Discovery Questions to your Account

How to add Home & Auto Templates

How to add a Team Member to your RiskAdvisor Account

How to add Personal Lines Wholesale Brokers to your Account

How to set up your RiskAdvisor Integrations

Some users report Submission Summaries, VA Emails, and Broker Emails being blocked by email filters. This helps fix that issue.

Add RiskAdvisor Email to Safe Sender List

A helpful video and instructions on how to add a Virtual Assistant to your RiskAdvisor workflow

How to Add a Virtual Assistant/Team Member to your Account

Learn how about RiskAdvisor's Referral Program

RiskAdvisor Referral Program

How to Create a Renewal

In this help article, we are going to walk you through setting up the Brand of your agency in RiskAdvisor. 

How to set up your Agency Brand

How to add your profile image

How do data pulls work for my RiskAdvisor account?

Feedback Tool(s) Walkthrough

Support

How do I cancel my account?

How to close the chat window

How do I change my email address?

Learn more about features built in to RiskAdvisor

Features

Data Prefill

Data Prefill - Auto

Data Prefill - Home

Centralized Credits for Data Pulls

Discovery Question Section

Custom Discovery Questions are available to Growth and Premium Plans.

Discovery Question Examples

Templates

Templates - Auto

Templates - Home

Learn to integrate RiskAdvisor with your favorite tools to help you get the most out of RiskAdvisor

Integrations

AgencyZoom Integration

How to set up your AgencyZoom Integration

How to map your AgencyZoom Users

How to set up tags to be sent to AgencyZoom

We also take a look at what data flows from AgencyZoom to QQ, AMS360 and NowCerts. 

RiskAdvisor Data -> AgencyZoom

In this guide, we'll provide a step-by-step tutorial on configuring the process of creating opportunities within AgencyZoom.

Create an Opportunity from RiskAdvisor

Quickly send clients to third party integration, AgencyZoom, without completing a full RiskProfile.

QuickSend to AgencyZoom

How to Set Up the AgencyZoom Integration in QuoteForms

EZLynx Integration

How to enable your EZLynx Integration

Gaya Integration

How to set up your Gaya Integration

How to send a Risk Profile to Gaya

RiskAdvisor + Gaya Walkthrough

Hawksoft Integration [ BETA ]

How to set up your Hawksoft Integration [ BETA ]

How to import your Home & Auto Risk Profiles into Hawksoft

Client details are now available to be sent in the HawkSoft Document created by RiskAdvisor

HawkSoft Integration - Quick Download

PL Rating Integration

Fields Sent to PL Rating

PL Rating Bridge Link

QuoteRUSH Integration

How to set up your QuoteRUSH Integration

Zapier Integration

Zapier Templates

The RiskAdvisor Zapier app is public and does not need an invitation. 

Supported Triggers & Actions

Learn more about RiskAdvisor's primary product, Risk Profiles

Risk Profiles

Send Risk Profiles from the Risk Profile Cards

Estimated Liability Risk

Select Lines of Busines to Send to Rater

Learn more about RiskAdvisor's Client Facing Tool, QuoteForms

QuoteForms

QuoteForms Q&A Webinar

QuoteForms Best Practices

How to create a new QuoteForm

How to format the description of your QuoteForms

Notification Email

Never miss a lead with Form Abandonment Recovery Notifications right to your email inbox.

Form Abandonment Notifications

How to Embed a QuoteForm

How to use your QuoteForm Link

Learn more about RiskAdvisor's Agency Branded Proposal Builder, AgencyProposals

AgencyProposals

How to create your first AgencyProposal

In this help article, we are going to walk you through creating your first proposal.

How to create your first proposal

Overall, this page of AgencyProposals is pretty straightforward but we wanted to hit a couple of items. 

How to create your first Proposal: Property Details

In this help article, we are going to walk you through the Home Deductible(s) screen.

How to create a Proposal: Home Deductibles

In this help article, we are going to walk you through the Premium Details screen.

How to create a Proposal: Premium Page(s)

In this help article, we are going to walk you through the Additional Notes screen.

How to create a Proposal: Additional Note(s) Pages

In this help article, we are going to walk you through the Driver Details screen.

How to create a Proposal: Driver Details

In this help article, we are going to walk you through the Vehicle Details screen.

How to create a Proposal: Vehicle Details

In this help article, we are going to walk you through the Umbrella Details screen.

How to create a Proposal: Umbrella

In this help article, we are going to walk you through the Premium Summary page. 

How to create a Proposal: Premium Summary

Learn more about RiskAdvisor's Policy & Dec Page Retrieval Platform, PolicyLink

PolicyLink

PolicyLink Best Practices

PolicyLink Carrier List

PolicyLink has a few billing options that you can take advantage of. 

PolicyLink Billing

How to Create Your First PolicyLink

How to Embed PolicyLink on your Website

How to send a PolicyLink to your prospects

PolicyLink Document Upload

Learn more about our Preferred Partners (including special deals & discounts)

Partners

Advisor Evolved

Gail - Generative AI by LULA

Premier Strategy Box

Sarah Husbands

Check out the Year in Review from prior years

Year in Review

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

2023 Year in Review

Take a look back at 2024 and all of the additions, improvements and integrations that we introduced to RiskAdvisor 