Harmonize & Sync Your Entire Intake Journey — With Zero Learning Curve
Give every producer, VA, and CSR the same proven intake process so your agency writes better, and more profitable business while reducing your E&O exposure.
- 7-day free trial
- Onboard in minutes
110,000+
Submissions
3× Faster
Avg. Time Saved
Your intake process is costing you business.
Most agencies are running on a patchwork of spreadsheets, email threads, and tribal knowledge. The result? Inconsistency, errors, and lost revenue.
Messy, Inconsistent Intake
Every producer collects information differently. Missing fields, forgotten questions, and inconsistent formats mean your team is constantly chasing clients for more data — delaying quotes and frustrating everyone.
Double Entry Kills Productivity
Your team enters the same client data into the intake form, the rater, the AMS, and the proposal — four times. That’s hours of wasted effort every week, and every re-entry is another chance for an error that creates E&O exposure.
You're Losing Quotes You Should Win
After all that work, you send the client an email with a confusing carrier PDF attached. Meanwhile, your competition is delivering polished, branded proposals that look like they came from a more modern carrier. The result? Your prospect only sees price.
One platform. Four powerful modules.
RiskAdvisor connects every step of your workflow — from the first client question to the signed proposal — in a single, integrated platform.
QuoteForms
Smart intake, every time
- Carrier-specific question logic
- Embeddable on any website
- Mobile-optimized for clients
RiskProfiles
Discover the full risk picture
Guide your team through a structured risk discovery conversation. RiskProfiles ensures no coverage gap is missed — protecting your clients and your agency from E&O exposure.
- Structured discovery workflow
- E&O risk reduction
- Coverage gap identification
PolicyLink
Pull data, eliminate double entry
Connect to existing policies and pull driver, vehicle, property, and dec page data automatically. One entry, everywhere. Your team spends time selling, not re-typing.
- Auto-pull drivers & vehicles
- Property & dec page data
- AMS sync via integrations
AgencyProposals
Win more with a professional close
Generate a branded proposal in seconds. Stand out from the agencies sending 7 lame carrier PDFs. Clients notice — and they choose the agency that looks like a pro.
- Branded proposal templates
- Coverage comparison tables
- One-click client delivery
Set up in 8 minutes. Results from day one.
Connect your integrations
Embed your QuoteForm
Add a branded intake form to your website or send a direct link to new clients.
Guide discovery with RiskProfiles
Your team follows a structured workflow — every risk is identified, every gap is closed.
Win with AgencyProposals
Generate a polished, branded proposal in seconds and deliver it with one click.
RiskAdvisor Gets More From Your Producers & Virtual Assistants Immediately
Stop running around in circles when trying to quote new personal lines business or renewals. With RiskAdvisor, your entire team will be able to streamline your processes immediately.
Complete Risk Profiles
Our easy-to-use risk profiles help you become a true Risk Advisor. Now, everyone in your agency will write better, more comprehensive insurance that keeps your client protected.
Eliminate Double Entry
You’ll ask the right questions and onboard clients faster with our pre-built insurance forms. These forms are smart—eliminating the need for double entry and reducing errors.
Powerful Automation
No more manually sending emails to your wholesale brokers and virtual assistants. Our automation lets you Click & Send the right information in the same structure every time.
3×
vs. manual forms
500+
Active agencies
Zero
Double entry
with AMS integrations
7 days
Free trial
No credit card required
RiskAdvisor is battle tested by forward thinking agencies across the country.
Don’t take our word for it. Here’s what independent agency owners and producers say after switching to RiskAdvisor.
Eric Roberts
Owner, My Insurance Group
“Of all the creative tech out there, this is a foundational piece of software that guarantees a return on your investment.”
Jason Wamsganz
Principal · Partners Insurance
“If you want the BEST intake forms, RiskAdvisor is the best option by far.”
Rob Lopez
CEO / VIVA Virtual Assistants
“We don’t do a single quote without using RiskAdvisor for our intake process.”
Jim Dewitt
Owner, DeWitt Insurance Group
“We love RiskAdvisor! Its the central hub where we start all of our quotes.”
Holden Smith
Owner / Lennox Insurance
“If you have not checked out RiskAdvisor you should! They are always adding new features!”
Derick LaTorre
Owner, LaTorre Insurance Agency
Integrate with the tools you already use.
RiskAdvisor is designed to complement your existing stack — not replace it. Connect your AMS, rater, and CRM in minutes.
EZLynx
Push client data directly to your EZLynx account — no re-entry.
AgencyZoom
Sync new leads and client records automatically.
PL Rating
Pre-fill rating data from your intake forms.
QuoteRush
Send structured data to QuoteRush for instant quoting.
HawkSoft
Connect your AMS for seamless policy management.
Gaya
Simple, transparent pricing
Every plan includes a 7-day free trial. No credit card required.
Monthly
Annual
Lite
$199
/mo
Lite Plan Includes:
- 5 Users
- Unlimited Form Submissions
- Unlimited Client Facing Submissions
- Unlimited Proposals
25 Credits Included For Data Pulls:
- Drivers & Vehicles
- Driver's License Lookup
- Property Data
- Policy & Dec Page
Growth
$299
/mo
Everything On Lite Plus:
- Templates
- Tooltips & Scripts
- Custom Discovery Questions
- CRM & Rater Integrations
125 Credits Included For Data Pulls:
- Drivers & Vehicles
- Driver's License Lookup
- Property Data
- Policy & Dec Page
Premium
$499
/mo
Everything On Growth Plus:
- Unlimited Drivers & Vehicles
- Unlimited Driver's License Lookup
- Unlimited Property Data
- Unlimited Policy & Dec Page
Common questions, honest answers
How long does it take to get set up?
Most agencies are fully operational within one business day. Our onboarding team handles the technical setup, and we provide training for your entire team. You’ll be taking better intake from day one.
Does RiskAdvisor replace my AMS?
No — RiskAdvisor is designed to complement your existing AMS, not replace it. We integrate with EZLynx, AgencyZoom, HawkSoft, Applied Epic, and others to push data seamlessly into your existing workflows.
What lines of business does RiskAdvisor support?
RiskAdvisor is purpose-built for personal lines agencies (auto, home, umbrella, renters) and works well for small commercial lines. We’re continuously expanding our coverage question libraries based on agent feedback.
Can my VAs and CSRs use RiskAdvisor without training?
Yes. That’s one of the core design goals. The structured workflow guides any team member through the intake and discovery process step-by-step. No insurance expertise required to collect the right information.
Is there a free trial?
Every plan includes a 7-day free trial with full access to all features in your chosen plan. No credit card is required to start. We also offer a personalized demo where we walk through your specific use case.
How does RiskAdvisor reduce E&O exposure?
By standardizing the risk discovery process, RiskAdvisor ensures that every client is asked the same coverage questions every time. This creates a documented, consistent record of what was discussed — a critical protection in the event of a claim dispute.
For Agents. By Agents.
Ready to write better business?
Join 500+ independent agencies that have transformed their intake process with RiskAdvisor. Start your free trial today — no credit card required.
7-day free trial · No credit card required · Onboarding included