<details class="details"><summary>What Happens When I Send Someone a PolicyLink?</summary><div data-type="detailsContent">When you send a PolicyLink to a client, RiskAdvisor takes care of the backend work for you — turning that connection into a structured profile without requiring any manual entry.<h3 id="y4ax14f1sw3" data-toc-id="y4ax14f1sw3">✅ What Happens When a Client Uses the PolicyLink</h3><ol><li>A Client Profile Is Automatically Created As soon as the client clicks the PolicyLink and successfully logs into their current carrier portal, RiskAdvisor creates a Client Profile in your account. </li><li>Policy Documents Are Pulled In Once the connection is successful, any available policy documents are added to the client profile automatically under the Policy &amp; Dec Pages tab. </li><li>A Risk Profile May Be Automatically Created If full policy data is received:<ul><li>Within 5 minutes of the PolicyLink being used, and no draft Risk Profile exists yet, RiskAdvisor will create a Risk Profile automatically.</li><li>If full data is received before the agent starts a draft Risk Profile, we’ll create the Risk Profile then.</li><li>If a draft already exists, the new data will be added to that profile.</li><li>If the Risk Profile has already been submitted, a new Risk Profile will be created to preserve the integrity of the original submission.</li></ul></li></ol><h3 id="l5ef1me55xl" data-toc-id="l5ef1me55xl">🧠 Does the Client Need to Submit Anything?</h3>No. The only action required from the client is logging into their carrier account via the PolicyLink. Once authenticated, RiskAdvisor handles the rest — including profile creation, document import, and risk profile generation (when possible).</div></details>

PolicyLink FAQs

Give us feedback

Roadmap

Latest changes

API Docs

David Watson

Thinking about RiskAdvisor?

RiskAdvisor Webinars

[Webinar] How to Customize Your Intake

How Better Intake and Better AI Prompts Improve Your Insurance Agency

[Webinar] The Prompt Parallel

Training & Intake That Scales: Fixing Agency Bottlenecks with Repeatable Processes (RiskAdvisor + Total CSR Webinar)

[Webinar] Total CSR + RiskAdvisor

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

RiskAdvisor Pricing

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

The AgencyZoom integration connects your RiskAdvisor account with your AgencyZoom CRM, allowing leads and data to sync seamlessly between systems.

You can configure login credentials, pipelines, stages, and locations — including per-user defaults for multi-location agencies.

Set Up and Configure the 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

Carrier Mapping - AgencyZoom Integration Settings

View coverages, premiums, limits, deductibles, dec pages and more so you can provide faster, more accurate quotes that win.

Canopy Connect Integration

EZLynx Integration

Gaya Integration

How to set up your Gaya Integration

How to send a Risk Profile to Gaya

RiskAdvisor + Gaya Walkthrough

HawkSoft Integration

Learn to integrate RiskAdvisor with InsuredMine and the key features.

InsuredMine Integration

PL Rating Integration

Fields Sent to PL Rating

PL Rating Bridge Link

QuoteRUSH Integration

How to set up your QuoteRUSH Integration

Zapier Integration

Supported Triggers & Actions

Zapier Templates

Sarah Husbands

Learn more about RiskAdvisor's primary product, RiskProfiles

RiskProfiles

Lines of Business

Learn how RiskAdvisor tailors risk profiles for Homes, Condos, Mobile Homes, Renters, and Landlord properties

Home Line of Business

Send Risk Profiles from the Risk Profile Cards

Estimated Liability Risk

Select Lines of Busines to Send to Rater

Social Security Number Field

You can now customize your RiskProfile form to better match your agency’s workflow. This article explains exactly what you can customize and the rules that keep everything working correctly. 

RiskProfile Form Customization 

The RiskProfile form is customizable — you can tailor the questions your clients see, add new ones specific to your practice, and arrange them in any order that suits your workflow. This article walks you through everything you need to know.

Custom Fields & Question Order

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

QuoteForms make it easy to collect client information quickly — whether you send a link directly or embed the form on your own website.

Sharing your QuoteForms

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

Form Abandonment Notifications

Privacy Policy and Disclaimers for QuoteForms

Send QuoteForm Submissions to AgencyZoom

Submission Protection

Available QuoteForm Fields

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 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

PolicyLink 2.0 Carrier List

🎉 Introducing PolicyLink 2.0 Beta — Now Live!

PolicyLink 2.0

Learn how to turn file uploads on or off in PolicyLinks so you can decide if prospects upload insurance documents or connect their carriers digitally

Turn File Uploads On or Off in PolicyLinks

UnderwritingAI automatically flags key risks from uploaded insurance documents, helping you make faster, more informed decisions.

UnderwritingAI

Step by Step Instructions for our Beta Members

UnderwritingAI Setup Guide (Beta)

Upload Carrier Docs to UnderwritingAI

Fixing "PDF must not exceed 100 pages" Error When Uploading 🧾

You'll learn how to manually create custom underwriting rules and edit AI-extracted rules to control carrier eligibility in your RiskProfiles. This gives you precise control over which carriers appear as eligible or ineligible based on your specific criteria.

Manually Creating and Editing Underwriting AI Rules

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

Partners

Advisor Evolved

Gail - Generative AI by LULA

Premier Strategy Box

Security

Common IT Questions & Answers

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 

2024 Year in Review 🎉

Profile & Billing

Billing & Subscription 

Learn how to purchase a paid plan, change your existing plan and manage your billing.