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
