FirstChoice Partners with RiskAdvisor
RiskAdvisor's Conversational Intake Forms Drive More Business
Our all in one platform helps you with Agent & Client Facing Intake Forms, Dec Page Retrieval and Proposals.
Happy Customers with a Better Quoting Experience
Features & Benefits
Structured & Streamlined Process
RiskAdvisor transforms your agency by replacing chaotic processes with streamlined efficiency.
Build Trust, Not Paperwork
RiskAdvisor enhances trust-building with clients by utilizing data prefill to guide conversations smoothly, ensuring more time is spent on relationships rather than paperwork.
Seamless Data Integration
With RiskAdvisor’s seamless data integration, effortlessly push prospect and client data to the right place at the right time, enhancing efficiency and connectivity.
Save & Send
RiskAdvisor enables you to ‘Save & Send’ quote submissions directly to VAs and brokers, streamlining your process without any additional effort.
Pricing
Special Pricing for FirstChoice Agencies
FirstChoice members will receive 10% off their first year and 5% for every year after
Monthly
Annually
$199
lite plan includes:
- 5 Users
- Unlimited Submissions
- Unlimited Client Facing Submissions
- Unlimited Proposals
25 Credits Inlcuded for Data Pulls:
- Auto Data (Drivers & Vehicles)
- Driver’s License Lookup
- Property Data
- Policy & Dec Page
Growth
$299
Everything on Lite plus:
- Templates
- Tooltips & Scripts
- Custom Discovery Questions
- CRM and Rater Integrations
125 Credits Inlcuded for Data Pulls:
- Auto Data (Drivers & Vehicles)
- Driver’s License Lookup
- Property Data
- Policy & Dec Page
premium
$499
everything on growth plus:
- Unlimited Auto Data (Drivers & Vehicles)
- Unlimited Driver’s License Lookup
- Unlimited Property Data
- Unlimited Policy & Dec Page