Fize Connect + RiskAdvisor
Create risk profiles in RiskAdvisor for every successful sync in Fize Connect
This workflow springs into action once a successful update takes place within Fize Connect. As a result, a new risk profile is swiftly set up in the RiskAdvisor app. This procedure saves you the effort of manual data entry, ensuring that critical risk management processes in RiskAdvisor stay up-to-date with every Fize Connect update, enhancing efficiency and productivity.
This workflow springs into action once a successful update takes place within Fize Connect. As a result, a new risk profile is swiftly set up in the RiskAdvisor app. This procedure saves you the effort of manual data entry, ensuring that critical risk management processes in RiskAdvisor stay up-to-date with every Fize Connect update, enhancing efficiency and productivity.
- When this happens...Successful Sync
Triggers when your prospects successfully sync their policy with Fize.
- automatically do this!Create Risk Profile
Creates a risk profile
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Zap NameRequired
Try ItUpdated Client
Triggers when a client was updated in RiskAdvisor.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Suffix
Date of birth
Phone NumberRequired
EmailRequired
Contact Preference
Relationship
Marital Status
Gender
Education
Occupation
Lead Source
ClientRequired
Co Client
Insurance TypeRequired
Type of Business
New Client
Triggers when a client is created in RiskAdvisor.
Try ItTeam
Try ItRisk Profile IDRequired
First Name
Middle Name
Last Name
Date of birth
Relationship
Marital Status
Gender
Education
Occupation
License Status
Licensed State
License Number
Licensed Age
Rated
SR22 Required
Discounts
Risk Profile IDRequired
Driver ID
VIN
Year
Make
Model
Purchased At
Garaged State
Annual Miles
Miles One Way