TESTIMONIALS

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
Annual
Monthly

Lite

$69/mo

$99/mo

After 7-Day Trial

Includes 2 users

Start Free Trial

Supercharged Intake Forms, plus these key features:

  • Unlimited Form Fills
  • Unlimited Proposals
  • Click & Send to VAs
  • Click & Send to Brokers
  • AgencyZoom Integration
  • Property Data
  • Zapier Access

Growth

$129/mo

$159/mo

After 7-Day Trial

Includes 2 users

Start Free Trial

Everything in Lite, plus these key features:

  • EZLynx Integration (AMS + Rater)
  • PL Rating Integration
  • QuoteRush Integration
  • Call Scripts
  • Tooltips
  • Dedicated Onboarding
Proposals only
$29/mo

After 7-Day Trial

Includes 2 users

Start Free Trial

We love scratch agents. Special pricing available for agencies 2 years old or newer