Kickoff Call

Kickoff Call Agenda

Duration: 30–45 minutes
Who Should Attend? This session is ideal for you and any team members responsible for setting up your agency in RiskAdvisor and ensuring team adoption and accountability.

Purpose: To ensure a smooth start to your RiskAdvisor trial, with everything in place for early success.To help expedite the beginning of the onboarding call feel free to go ahead and register for your RiskAdvisor account prior to the call.You can do that here: https://app.riskadvisor.insure/register

1. Welcome & Introductions (5 min)
2. Trial Goals & Success Criteria (5–10 min)
3. Account Setup with Sarah (15–20 min)
4. Training & Support Resources (5 min)
5. Next Steps & Timeline (5 min)