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:
- There's no easy way to send info to VAs
- You're selling on price instead of value & coverage
- Not cross-selling as much as you should be
- Increasing E&O exposures with un-trained VAs
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 🚀
Monthly
Annually
$199
lite plan includes:
- 5 Users
- Unlimited Submissions
- Unlimited Client Facing Submissions
- Unlimited Proposals
Optional Add-Ons:
- Property Data
- Auto Data
- Policy & Dec Page Retrieval
Growth
$299
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
premium
$499
everything on growth plus:
- Unlimited Auto Data Pulls
- Unlimited Property Data Pulls
- Unlimited Policy & Dec Page Retrievals
What Our Clients Say
Signed up last week and what a game changer.
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 🙂