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Which Personal Lines Rater do you use?

Applied Rating

EZLynx

Epic Quotes

Gaya

PL Rating

QuoteRush

Turborater

Other

None

Other Rater

Which CRM do you use?

AgencyZoom

InsuredMine

EZLynx Sales Center

ClientCircle

AgencyMVP

Other

None

Other CRM

Which AMS do you use?

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AMS360

Applied Epic

EZLynx

Hawksoft

NowCerts

QQ Catalyst

Salesforce Based

PartnerXE

Xanatek

Other

None

Other AMS

Meet RiskAdvisor

Conversational 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 your Demo to discover how RiskAdvisor can optimize your agency’s sales process 🔥

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Name*

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Agency Name*

Email*

How did you hear about us?*

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Booked By

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I am looking for a solution to improve my agency's Personal Lines Intake Process*

Yes

Which Personal Lines Rater do you use?*

Applied Rating

EZLynx

Epic Quotes

Gaya

PL Rating

QuoteRush

Turborater

Other

None

Other Rater*

Which CRM do you use?*

AgencyZoom

InsuredMine

EZLynx Sales Center

ClientCircle

AgencyMVP

Other

None

Other CRM*

Which AMS do you use?*

AMS360

Applied Epic

EZLynx

Hawksoft

NowCerts

QQ Catalyst

Salesforce Based

PartnerXE

Xanatek

Other

None

Other AMS*

Would you be open to RiskAdvisor conducting a 'secret shop' of your personal lines quote process?*

Yes

This would involve going through your intake experience anonymously, just like a prospect. All findings will be shared privately with your agency to help uncover potential areas for improvement.