Everything Your Agency Needs, In One Platform
From the first client question to a signed proposal, RiskAdvisor handles every step of the intake journey — so your team spends less time on admin and more time writing profitable business.
Built for the way agencies actually work
RiskAdvisor combines four powerful modules into a single, seamless workflow — no duct tape, no double entry.
Messy, Inconsistent Intake
Guided, multi-step forms that ask the right questions every time.
Risk Discovery
Automatically surfaces coverage gaps and E&O risks during intake.
Data Verification
Cross-checks client data against carrier records instantly.
Branded Proposals
Generate professional, multi-carrier comparison proposals in seconds.
AMS Sync
Pushes verified data directly to EZLynx, AgencyZoom, Applied Epic.
Team Standardization
3× Faster Intake
Reduce average intake time from 45 minutes to under 15.
E&O Protection
Built-in coverage checklists reduce errors and omissions exposure.
Agency Analytics
Track form completion rates, conversion, and producer performance.
Stop winging intake. Start with a proven process.
QuoteForms guides every producer, VA, and CSR through a structured, multi-step intake workflow — so nothing gets missed and every quote starts with complete, accurate information.
- Multi-step guided forms for personal lines, commercial, and life
- Smart conditional logic — only asks questions relevant to the risk
- Auto-saves progress so clients can complete forms at their own pace
- Shareable form links that work on any device, no app required
- Built-in E&O checklists ensure required fields are never skipped
Discover coverage gaps before they become E&O claims.
RiskProfiles automatically analyzes the data collected during intake and surfaces risk factors, coverage gaps, and recommended limits — giving your producers the insights they need to write better business.
- Automated risk scoring based on property, vehicle, and claims data
- Coverage gap detection with specific recommended limits
- Prior claims history lookup and verification
- Side-by-side comparison of client risk profile vs. industry benchmarks
- Exportable risk summary for underwriter submissions
No more double entry. Data flows where it needs to go.
PolicyLink connects your intake forms directly to your AMS and carrier systems — automatically verifying data accuracy and pushing clean, verified records without anyone having to retype a single field.
- Real-time data sync with EZLynx, AgencyZoom, Applied Epic, and more
- Automatic discrepancy detection between intake and carrier records
- One-click push of verified data to your AMS
- Audit trail for every data change — full compliance visibility
- Supports ACORD standards for universal carrier compatibility
From intake to signed proposal in minutes, not days.
AgencyProposals pulls everything together — client data, risk profile, and carrier quotes — into a polished, branded proposal your clients can review, compare, and sign digitally.
- Branded proposals with your agency logo, colors, and contact info
- Multi-carrier comparison tables with premiums, deductibles, and limits
- Send via email, shareable link, or download as PDF
- Digital signature and acceptance tracking built in
- Proposal analytics — see when clients open, read, and accept
500+
Active agencies
3×
Zero
Learning Curve
40%
More Policies Written
"RiskAdvisor cut our intake time in half and our close rate went up 20%+ overnight. Every producer on my team uses it — it's non-negotiable now."
Mike Crowley
Agency Principal, Crowley Insurance Group
Get Started Today
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