PRICING
The Right Plan.
The Right Results.
Get Started for Free with a 7 Day Trial. No Commitments. We’ll Handle Onboarding.
Monthly
Annual (16% Savings)
Lite
Core tools to streamline intake, quoting, and proposals — all in one place.
$199
/month
Access to RiskProfiles, QuoteForms, PolicyLink, and AgencyProposals
Unlimited submissions and proposals
25 data credits per month
Zapier integration for workflow automation
Growth
Unlock advanced templates, scripting, and integrations to power your growth.
$299
/month
Everything in the Lite Plan, plus:
RiskProfile templates to maintain agency standards and save time
Embedded tooltips & scripting to guide your team
Custom discovery questions tailored to your process
AMS, Rater, & CRM integrations for seamless workflows
125 data credits per month
(5× more than Lite)
Premium
Full access, unlimited data, and priority development to scale your agency.
$499
/month
Everything included, plus:
Unlimited data credits — no limits, ever
Priority custom feature development tailored to your agency’s needs
Full platform access with all current and future tools
Lite
Core tools to streamline intake, quoting, and proposals — all in one place.
$199
/month
Access to RiskProfiles, QuoteForms, PolicyLink, and AgencyProposals
Unlimited submissions and proposals
25 data credits per month
Zapier integration for workflow automation
Growth
Unlock advanced templates, scripting, and integrations to power your growth.
$299
/month
Everything in the Lite Plan, plus:
RiskProfile templates to maintain agency standards and save time
Embedded tooltips & scripting to guide your team
Custom discovery questions tailored to your process
AMS, Rater, & CRM integrations for seamless workflows
125 data credits per month
(5× more than Lite)
Premium
Full access, unlimited data, and priority development to scale your agency.
$499
/month
Everything included, plus:
Unlimited data credits — no limits, ever
Priority custom feature development tailored to your agency’s needs
Full platform access with all current and future tools
Proposals Only
Just want beautiful agency branded proposals?
We ❤️ Scratch Agents.
Special pricing available for agencies 2 years old or newer
Proposals Only
Just want beautiful agency branded proposals?
We ❤️ Scratch Agents.
Special pricing available for agencies 2 years old or newer
Unlimited submissions and proposals
Never worry about submission limits — unlimited is always included.
Data Credits
Each plan includes data credits that can be used for drivers & vehicles, driver’s license lookups, property data, and policy or dec page pulls.
Integrations
We are proud to integrate with AgencyZoom, EZLynx, Gaya, Hawksoft, PL Rating, QuoteRUSH, & Zapier
Unlimited submissions and proposals
Never worry about submission limits — unlimited is always included.
Data Credits
Each plan includes data credits that can be used for drivers & vehicles, driver’s license lookups, property data, and policy or dec page pulls.
Integrations
We are proud to integrate with AgencyZoom, EZLynx, Gaya, Hawksoft, PL Rating, QuoteRUSH, & Zapier
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 🙂
Through the power of Zapier, RiskAdvisor integrates with literally hundreds/thousands of different applications. We also integrate with EzLynx with more integrations coming soon!
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.
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 🙂
RiskAdvisor is the all-new smart-form software for insurance agencies that empowers your producers and virtual assistants, while making your agency more commission, and reducing your E&O exposure. Is that a mouthful? Yep…but its all true.