Prospects don't wait for office hours.
Your intake shouldn't either.
Send a form. Get structured data back. Start quoting without the phone tag.
- Abandonment Recovery
- Data Enrichment
- CRM Sync
Sarah Johnson
1 lead recovered
Sent to CRM
New lead received
Intake on your terms.
Collected on theirs.
If your intake form sends data to an inbox, it’s not doing its job.
The old way
- Quote requests go to an email inbox
- Team re-enters data in rater & crm
- Prospect's abandonment forms and the opportunity is gone
- Property & vehicle data entered by hand
The RiskAdvisor Way
- Data is quote ready
- No re-entry. A single intake point for your whole stack
- No lost opportunities with lead abandonment recovery
- Home, Driver, Vehicle and DL data automatically pre-fills
Forms that talk to your
whole stack.
QuoteForms don’t collect data and then stop. Every submission builds a RiskProfile and connects to your rater and crm automatically.
Pre-built RiskProfile
Every QuoteForm submission builds a structured RiskProfile. Data enrichment fills in the gaps. Producers show up ready to close the business.
Connected to your rater
Quote request data flows directly to EZLynx. Data enrichment applied. Rater pre-filled. Your team ready to get started immediately.
Connected to your crm
Form submissions create the lead and opportunities. Assigns it to the right producer. No manual entry. All before your morning coffee.
RiskAdvisor Gets More From Your Producers & Virtual Assistants Immediately
Stop running around in circles when trying to quote new personal lines business or renewals. With RiskAdvisor, your entire team will be able to streamline your processes immediately.
Complete Risk Profiles
Our easy-to-use risk profiles help you become a true Risk Advisor. Now, everyone in your agency will write better, more comprehensive insurance that keeps your client protected.
Eliminate Double Entry
You’ll ask the right questions and onboard clients faster with our pre-built insurance forms. These forms are smart—eliminating the need for double entry and reducing errors.
Powerful Automation
No more manually sending emails to your wholesale brokers and virtual assistants. Our automation lets you Click & Send the right information in the same structure every time.
3×
100,000+
Quotes
Zero
Double entry
7 days
Free trial
RiskAdvisor is battle tested by forward thinking agencies across the country.
Don’t take our word for it. Here’s what independent agency owners and producers say after switching to RiskAdvisor.
Eric Roberts
Owner, My Insurance Group
“Of all the creative tech out there, this is a foundational piece of software that guarantees a return on your investment.”
Jason Wamsganz
Principal · Partners Insurance
“If you want the BEST intake forms, RiskAdvisor is the best option by far.”
Rob Lopez
CEO / VIVA Virtual Assistants
“We don’t do a single quote without using RiskAdvisor for our intake process.”
Jim Dewitt
Owner, DeWitt Insurance Group
“We love RiskAdvisor! Its the central hub where we start all of our quotes.”
Holden Smith
Owner / Lennox Insurance
“If you have not checked out RiskAdvisor you should! They are always adding new features!”
Derick LaTorre
Owner, LaTorre Insurance Agency
Integrate with the tools you already use.
RiskAdvisor is designed to complement your existing stack — not replace it. Connect your AMS, rater, and CRM in minutes.
AgencyZoom
You sell the policy. We automate the rest!
EZLynx
Find Winning Quotes Faster with EZLynx Rating Engine
Gaya
Super-Copy & Super-Paste with Gaya AI
HawkSoft
Give your agency superpowers.
InsuredMine
The Ultimate CRM for Insurance Agents
MeasureOne
Verify current insurance coverage instantly.
PL Rating
The industry’s #1 personal lines rater
QuoteRush
Our software is a simple to use rating tool that allows you to quickly quote.
Zapier
Build automated workflows that make your work flow.
Simple, transparent pricing
Every plan includes a 7-day free trial and dedicated onboarding.
Monthly
Annual
Lite
$199
/mo
Lite Plan Includes:
- 5 Users
- Unlimited Form Submissions
- Unlimited Client Facing Submissions
- Unlimited Proposals
25 Credits Included For Data Pulls:
- Drivers & Vehicles
- Driver's License Lookup
- Property Data
- Policy & Dec Page
Growth
$299
/mo
Everything On Lite Plus:
- Templates
- Tooltips & Scripts
- Custom Discovery Questions
- CRM & Rater Integrations
125 Credits Included For Data Pulls:
- Drivers & Vehicles
- Driver's License Lookup
- Property Data
- Policy & Dec Page
Premium
$499
/mo
Everything On Growth Plus:
- Unlimited Drivers & Vehicles
- Unlimited Driver's License Lookup
- Unlimited Property Data
- Unlimited Policy & Dec Page
Common questions, honest answers
How long does it take to get set up?
Most agencies are fully operational within one business day. Our onboarding team handles the technical setup, and we provide training for your entire team. You’ll be taking better intake from day one.
Does RiskAdvisor replace my AMS?
No — RiskAdvisor is designed to complement your existing AMS, not replace it. We integrate with EZLynx, AgencyZoom, HawkSoft, Applied Epic, and others to push data seamlessly into your existing workflows.
What lines of business does RiskAdvisor support?
RiskAdvisor is purpose-built for personal lines agencies (auto, home, umbrella, renters) and works well for small commercial lines. We’re continuously expanding our coverage question libraries based on agent feedback.
Can my VAs and CSRs use RiskAdvisor without training?
Yes. That’s one of the core design goals. The structured workflow guides any team member through the intake and discovery process step-by-step. No insurance expertise required to collect the right information.
Is there a free trial?
Every plan includes a 7-day free trial with full access to all features in your chosen plan. No credit card is required to start. We also offer a personalized demo where we walk through your specific use case.
How does RiskAdvisor reduce E&O exposure?
By standardizing the risk discovery process, RiskAdvisor ensures that every client is asked the same coverage questions every time. This creates a documented, consistent record of what was discussed — a critical protection in the event of a claim dispute.
For Agents. By Agents.
Ready to write better business?
Join a 1,000+ independent agents that have transformed their intake process with RiskAdvisor. Start your free trial today.
7-day free trial · Onboarding included