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
