How to Submit your First Risk Profile with RiskAdvisor
Step by Step Instructions guiding your through the submission process
Date: October 28, 2022
Author: David Watson
2. Click on New Client
3. If you select "Married", you will see Co-Applicant automatically added
4. If you do not need the Co-Applicant, you can remove it by clicking the Delete/Trash Can button.
5. Select the Types of Insurance you would like to quote
6. Use the Google Lookup to search for the Address
7. Is this a New Purchase?
Select Yes/No to be guided to the next step
8. If they have only been at the current address for "2" years, select "2" from the dropdown.
This will display the prior address Google Lookup for you.
9. Add necessary updates to the home
10. Any animals/pets in the household? Make sure to collect that information here
11. Type "Goldendoodle"
TIP: This is a great opportunity for RAPPORT building, you can come back to the dog later. Who doesn't love talking about their pets!?
12. Make sure to ask about a pool
13. Here's how you select the Type of Discounts that they qualify for
14. The more lines of business you sell up front, the sticker the business is.
Make sure to ask for those other lines of business while framing it with the discount opportunity.
15. Click on Table of Contents…
16. Inputting the Dwelling Coverage will automatically calculate Coverages B, C, & D
17. You can increase or decrease these percentages by click on the dropdown and selecting the new value.
18. Selecting the AOP Deductible will automatically fill the Wind/Hail/Hurricane deductible
If you need to change the Wind/Hail/Hurricane deductible, you can easily update that.
19. Obtaining information to write a Personal Articles Floater on the front end is a great way to increasing your closing AND retention ratios
20. Our system automatically generates the state specific coverages
21. If you added the Type of Insurance to be Quoted before fully filling out the Applicant/Co-Applicant information you can easily pre-fill all of that information by clicking here
22. If you have the VIN, it will automatically generate the vehicle information. If you don't, no worries - we will generate one in the background for your rater based on the Year, Make, and Model
23. Don't forget to ask about those toys! This is an easy cross sale opportunity.
24. Our Estimated Liability Risk Calculator make it easy to sell more Umbrella Insurance
25. Let's go to the Review & Send Page
26. Define the type of business we are working on
27. You can change who the Risk Profile & Quotes are sent to by selecting the Return to Agent
28. Let's tell our Virtual Employee who we want them to quote this risk with
29. Let's select those carriers who are not in our rater.
30. Let's not forget auto
31. Need to add any specific notes for your Virtual Employee? Let's do that here.
32. You can easily upload any related documents here
33. We can decide if we want them to be sent to our Virtual Employee or Brokers
