Stop re-keying RiskProfile data into InsuredMine
RiskAdvisor now connects directly to InsuredMine. Send a RiskProfile and your CRM builds itself.
Elevate your sales process with the RiskAdvisor and InsuredMine integration
Automate deal updates and contact management so you can focus on what matters most – strengthening client relationships and growing your book of business.
Leads Updated, Automatically
Never manually create or update another lead or opportunity in InsuredMine. RiskAdvisor automatically creates or updates your leads while sending valuable data with one click.
Your pipeline. Always up to date.
Stop wasting time wondering where deals stand. RiskAdvisor keeps every producer’s pipeline up to date—so you always have a clear picture of what’s moving, what’s stalled, and what needs your attention.
“I know what’s happening in my agency without having to ask.”
Better Opportunities. No extra work.
RiskAdvisor automatically creates rich, structured opportunities inside InsuredMine—so your team can skip the data entry and stay focused on selling.
See Our Pricing →
Regardless of whether you have 20 employees or 2, RiskAdvisor has a plan that's affordable for your agency.
Schedule Discovery Call →
Want to learn more about RiskAdvisor? Schedule a quick call with a member of our team to get the skinny 🙂