Write More Profitable Insurance with RiskAdvisor
Request A DemoCapture your client's risk profile
Click & send data to carries & VAs
Streamline the quoting & renewal process
The process of gathering and transferring client data to accurately quote or renew a policy is inefficient, outdated, and prone to human error.
- You spend more time collecting and transferring client data, and less time advising your client on risk
- Your team is entering the same data into multiple systems in order to get an accurate insurance quote
- You're struggling to differentiate yourself against other independent agencies
We've been there. It's why we built RiskAdvisor. For Agents, By Agents.
Request A DemoRiskAdvisor helps you protect your clients, streamline the quoting & renewal process, and write more profitable accounts.
Here's how it works:
Capture Risk Profile
Guide clients through a comprehensive risk assessment using pre-built, smart forms.
Click & Send
Click and send clients' data directly to underwriters, carriers and virtual assistants within seconds.
Quote Accurately
Offer a simple and seamless quoting and renewal experience, reduce E&O exposures, and put the clients' protection first.
Powerful Direct Integrations
Powerful 3rd Party Integrations Via Zapier
Our Zapier integration is powerful — saving you time and helping you provide a better quote to keep your clients protected.
Request A Demo
Save $ with RiskAdvisor
If your agency quotes lines of business each year,RiskAdvisor could save you $ every year.
We estimate that RiskAdvisor saves you 15 minutes of work for every line of business you quote.
Exclusive Pricing for Mastermind Members!
Lite Plan
1-2 Users
Click & Send
Zapier Integration
Growth
3-6 Users
Click & Send
Zapier Integration
EzLynx Rater Add-On
Estated Add-On
Premium Plan
7-10 Users Included
All Lite and Plus Features
Premium Support