The All-New Smart Form Technology That Makes Personal Lines Agencies WAY More Commission.
RiskAdvisor is smart-form software that simplifies & automates the collection of comprehensive prospect & client data for home, auto, & umbrella . Watch the producers & virtual assistants in your agency quote new business and renewals faster than ever before, while reducing your E&O exposure.
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:
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
Using EzLynx? RiskAdvisor syncs flawlessly, saving you tons of time. And with our native Zapier integration, you can pass client & prospect data to literally thousands of different applications.
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.
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.
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.
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.