How One Insurance Agency Doubled Growth with RiskAdvisor
“We were doing okay. But we knew we could be doing better.”
That’s what the owner of this agency told us when they started using RiskAdvisor.
They weren’t in trouble. In fact, they were writing nearly $3 million in premium each year.
But behind the scenes, they were juggling spreadsheets, chasing down paperwork, and missing chances to bundle more policies. Some agents were thriving. Others were just getting by. And leadership had no real way to see what was being left on the table.
That’s when they decided to try something different.
One Year After RiskAdvisor: The Results
They didn’t just grow — they took off.
📈 57% Increase in Total Premium
📊 230 More Policies Written
👥 More Producers Winning — Not Just the Top 2
🏠 Huge Gains in Home, Rental, and Specialty Lines
What Changed?
RiskAdvisor streamlined the quoting process so producers could spend less time fixing mistakes and more time closing deals.
Agents started collecting better info from the start. They quoted faster. They bundled smarter. And they started seeing results.
One producer grew their book by nearly 400%. Another doubled their production. And even the newest team members had everything they needed to win.
More Quotes, More Sales
Before RiskAdvisor, the team was helping 852 clients a year.
After RiskAdvisor? They helped 1,079.
That’s 27% more people saying “yes.” Not because the leads were better. But because the process was.
And while the number of policies per client stayed strong, they added new product lines — like Builders Risk — that weren’t even on the radar before.
What Didn’t Work Before?
Let’s be real — this team was working hard. But they were wasting time:
Manually collecting info
Following up for missing details
Re-quoting when things changed
Forgetting to offer additional lines (like flood or umbrella)
That stops with RiskAdvisor.
What’s Possible for You?
If your agency is ready to grow — really grow — you need tools that make it easier to win.
RiskAdvisor helps your team:
✅ Collect better info from the start
✅ Quote more lines per lead
✅ Close more business (even the new hires)
✅ Build a stronger book of business, faster
This agency didn’t add more hours. They just made better use of the ones they had.
Ready to See What RiskAdvisor Can Do?
You don’t need to overhaul everything. You just need a better way to start the sales conversation — one that sets your team up to win.
Book a demo today.
Let’s make this your story next.