No More Double-Entry
RiskAdvisor & QuoteRush
Effortlessly update QuoteRush with data from RiskAdvisor with our extensive direct integration.
Schedule a Discovery Call to discover how RiskAdvisor & QuoteRush can optimize your agency’s sales process 👇
Pair with our other integrations
Use multiple raters?
Single point of entry for multiple raters
Up to Date Pipelines
All of your leads will be in the right pipeline instantly
All of your Lead Sources
Always track your Lead Source
Easily track your new business by automatically importing up-to-date lead sources from AgencyZoom
Smoothly sync your call notes
Track all of your important notes
Say goodbye to lost notes and hello to increased productivity and efficiency
What Can RiskAdvisor Do?
Frequently Asked Questions
Learn more about the awesome capabilities of RiskAdvisor
RiskAdvisor was designed and built to help producers, virtual assistants, and CSRs streamline their quoting and renewal workflows. But really, anyone in your agency can use it — it’s that simple and effective 🙂
We directly integrate with AgencyZoom, EZLynx, PL Rating, QuoteRush & Thousands of other apps via Zapier.
We estimate RiskAdvisor saves you 15 minutes of work for every line of business you quote. So, if your agency quotes 2,500 lines of business each year, RiskAdvisor could save you $18,750 every year. Additionally, it’s designed to improve your client’s experience – which will increase new business opportunities and enhance your retention.
You can view our monthly and/or yearly plans here.
No contract! Month-to-month. (We do offer a Paid in Full discount. If this is taken advantage of there would be no partial refund.
Not at this time. Stay tuned as we have future plans for this!
Yes! We offer a 7 day trial.