Meet RiskAdvisor

Supercharged Intake Forms for your Personal Lines Agency

Know exactly what and when to ask, close more deals and increase your revenue.

Remove the hassle of entering the same data multiple times. Send the structured data to Virtual Assistants, Raters, Brokers, CRMs, and more, saving you time and effort.

Book a free Demo with David to discover how RiskAdvisor can optimize your agency’s sales process 👇

Eliminate Double-Entry Nonsense

Push Prospect & Client Data Wherever With Our Easy Integrations

The Problem:

Your Agency Is Leaving Commission On The Table Because Of Fragmented Tools & Processes

We talk to agencies every day, and there are several common pain-points that are crushing profitability & complicating internal processes:

Enter RiskAdvisor

Insuring More Risk =
Making More Money

Regardless of whether you’re a seasoned agent, or just starting your agency, RiskAdvisor ensures more maximum profitability.

Reduce Your Agency’s E&O Exposure

Capture Better Prospect & Client Data While Reducing Your E&O Exposure

RiskAdvisor makes the current landscape of insurance raters and form solutions look exactly like they are — extremely fragmented and complicated. With RiskAdvisor, you’ll have a dead simple solution that allows you to capture client data accurately, the first time, and every time. 

Empower Virtual Assistants & Producers

Plug-and-Play New Producers & Virtual Assistants With RiskAdvisor

We know how hard it is to find good producers and virtual assistants and how long it takes to train them properly. With RiskAdvisor, you can plug-in even the most inexperienced producer or virtual assistant, knowing the correct data is being collected accurately.

Eliminate Double-Entry Nonsense

Push Prospect & Client Data Wherever With Our Easy Integrations

RiskAdvisor makes it simple to get your data where you need it, when you need it. With our easy integrations, you can push prospect and client data wherever it’s needed  🚀



Billed monthly

lite plan includes:

  • 5 Users
  • Unlimited Proposals
  • Unlimited Risk Profiles
  • Unlimited Client Facing Forms [ Coming Soon ]

Optional Add-Ons:

  • Property Data
  • Auto Data
  • Policy & Dec Page Retrieval



Billed monthly

Everything on Lite plus:

  • Templates
  • Tooltips & Scripts
  • Custom Discovery Questions
  • CRM and Rater Integrations

Included Data Pulls:

  • 50 Auto Data Pulls
  • 50 Property Data Pulls
  • 25 Policy & Dec Page Retrievals



Billed monthly

everything on growth plus:

  • Unlimited Auto Data Pulls
  • Unlimited Property Data Pulls
  • Unlimited Policy & Dec Page Retrievals

What Our Clients Say

RiskAdvisor is an agent facing digital discovery form providing the same agent experience regardless who intakes the buyer. I’d change raters before I got rid of RiskAdvisor.
Eric Roberts
Owner / My Insurance Group
We start with RiskAdvisor to have a process in which we ask questions/collect data (in a true risk management format) that we need from the prospect to be able to generate our own company branded proposal.
Jim DeWitt
Owner / DeWitt Insurance Group
We use RiskAdvisor and love it. We don’t do as much of sending it to clients as we do using it as a central hub to start all of our personal lines quotes.
Holden Smith
Owner / Lennox Insurance
If you have not checked out RiskAdvisor you should! The RiskAdvisor team are continually improving their product. They listen to feedback and improve. It's a great tool for personal lines agencies. I was an early adopter and I am pleased to use it in my practice. Check it out!
Derick LaTorre
Founder / LaTorre Insurance Agency
If you want the BEST intake forms, RiskAdvisor is the best option by far.
Rob Lopez
CEO / VIVA Virtual Assistants
I'm a very late adopter and I'm not sure why.

Signed up last week and what a game changer.
Rob Bowen
Owner / Patriotic Insurance Group
Of all the creative tech out there, this is a foundational piece of software that guarantees a return on your investment if you use it.
Jason Wamsganz
Owner / Partners Insurance

More Features

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.

“RiskAdvisor has helped me gain a better understanding of my clients and how to better protect their risk. It's a tool we use every single day in our agency.”

What Can RiskAdvisor Do?

Frequently Asked Questions

Learn more about the awesome capabilities of RiskAdvisor

RiskAdvisor was designed and built to help producers, virtual assistants, and CSRs streamline their quoting and renewal workflows. But really, anyone in your agency can use it — it’s that simple and effective 🙂

Through the power of Zapier, RiskAdvisor integrates with literally hundreds/thousands of different applications. We also integrate with EzLynx with more integrations coming soon!

We estimate RiskAdvisor saves you 15 minutes of work for every line of business you quote. So, if your agency quotes 2,500 lines of business each year, RiskAdvisor could save you $18,750 every year. Additionally, it’s designed to improve your client’s experience – which will increase new business opportunities and enhance your retention.

You can view our monthly and/or yearly plans here.

No contract! Month-to-month. (We do offer a Paid in Full discount. If this is taken advantage of there would be no partial refund.

Not at this time. Stay tuned as we have future plans for this!

Yes! We offer a 7 day trial.

See Our Pricing →

Regardless of whether you have 20 employees or 2, RiskAdvisor has a plan that's affordable for your agency.

Schedule Discovery Call →

Want to learn more about RiskAdvisor? Schedule a quick call with a member of our team to get the skinny 🙂

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RiskAdvisor is the all-new smart-form software for insurance agencies that empowers your producers and virtual assistants, while making your agency more commission, and reducing your E&O exposure. Is that a mouthful? Yep…but its all true.