Frame 4

Introducing our PL Rating Integration!

Through RiskAdvisor’s direct integration with PL Rating you can kiss double entry goodbye!

How it works

1. Turn on PL Rating Integration in RiskAdvisor 

2. Select “Send to PL Rating” & complete the import

3. Review & Complete in PL Rating

One Point of Entry for AgencyZoom and other CRMs

Always track your Lead source

Track all of your important notes

Automatically update your pipeline