Simple, transparent pricing
Every plan includes a 7-day free trial. No credit card required.
Monthly
Annual
Lite
$199
/mo
Lite Plan Includes:
- 5 Users
- Unlimited Form Submissions
- Unlimited Client Facing Submissions
- Unlimited Proposals
25 Credits Included For Data Pulls:
- Drivers & Vehicles
- Driver's License Lookup
- Property Data
- Policy & Dec Page
Growth
$299
/mo
Everything On Lite Plus:
- Templates
- Tooltips & Scripts
- Custom Discovery Questions
- CRM & Rater Integrations
125 Credits Included For Data Pulls:
- Drivers & Vehicles
- Driver's License Lookup
- Property Data
- Policy & Dec Page
Premium
$499
/mo
Everything On Growth Plus:
- Unlimited Drivers & Vehicles
- Unlimited Driver's License Lookup
- Unlimited Property Data
- Unlimited Policy & Dec Page
Common questions, honest answers
How long does it take to get set up?
Most agencies are fully operational within one business day. Our onboarding team handles the technical setup, and we provide training for your entire team. You’ll be taking better intake from day one.
Does RiskAdvisor replace my AMS?
No — RiskAdvisor is designed to complement your existing AMS, not replace it. We integrate with EZLynx, AgencyZoom, HawkSoft, Applied Epic, and others to push data seamlessly into your existing workflows.
What lines of business does RiskAdvisor support?
RiskAdvisor is purpose-built for personal lines agencies (auto, home, umbrella, renters) and works well for small commercial lines. We’re continuously expanding our coverage question libraries based on agent feedback.
Can my VAs and CSRs use RiskAdvisor without training?
Yes. That’s one of the core design goals. The structured workflow guides any team member through the intake and discovery process step-by-step. No insurance expertise required to collect the right information.
Is there a free trial?
Every plan includes a 7-day free trial with full access to all features in your chosen plan. No credit card is required to start. We also offer a personalized demo where we walk through your specific use case.
How does RiskAdvisor reduce E&O exposure?
By standardizing the risk discovery process, RiskAdvisor ensures that every client is asked the same coverage questions every time. This creates a documented, consistent record of what was discussed — a critical protection in the event of a claim dispute.