Pricing
$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
$1,999
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
$2,999
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
$4,999
everything on growth plus:
- Unlimited Auto Data (Drivers & Vehicles)
- Unlimited Driver’s License Lookup
- Unlimited Property Data
- Unlimited Policy & Dec Page
Features
- Click & Send to VAs
- Click & Send to Brokers
- Templates
- Call Scripts
- Tooltips
- Custom Agency Discovery Questions
Lite
Growth
Premium
Integrations
- Zapier
- Open API Access
- AgencyZoom Integration
- EZlynx Integration
- PL Rating Integration
- QuoteRush Integration
Lite
Growth
Premium
Support
- Email Support
- Live Chat Support
- Automated Admin Onboarding
- Automated User Onboarding
- Dedicated Onboarding
- Agency Success Path
- Custom Feature Development
Lite
- $99
Growth
Premium
- Available ala carte
Lite
Features
- Click & Send to VAs
- Click & Send to Brokers
- Templates
- Call Scripts
- Tooltips
- Custom Agency Discovery Questions
integrations
- Zapier
- Open API Access
- AgencyZoom Integration
- EZlynx Integration
- PL Rating Integration
- QuoteRush Integration
Support
- Email Support
- Live Chat Support
- Automated Admin Onboarding
- Automated User Onboarding
- Dedicated Onboarding
$99
- Agency Success Path
- Custom Feature Development
Growth
Features
- Click & Send to VAs
- Click & Send to Brokers
- Templates
- Call Scripts
- Tooltips
- Custom Agency Discovery Questions
integrations
- Zapier
- Open API Access
- AgencyZoom Integration
- EZlynx Integration
- PL Rating Integration
- QuoteRush Integration
Support
- Email Support
- Live Chat Support
- Automated Admin Onboarding
- Automated User Onboarding
- Dedicated Onboarding
- Agency Success Path
- Custom Feature Development
Premium
Features
- Click & Send to VAs
- Click & Send to Brokers
- Templates
- Call Scripts
- Tooltips
- Custom Agency Discovery Questions
integrations
- Zapier
- Open API Access
- AgencyZoom Integration
- EZlynx Integration
- PL Rating Integration
- QuoteRush Integration
Support
- Email Support
- Live Chat Support
- Automated Admin Onboarding
- Automated User Onboarding
- Dedicated Onboarding
- Agency Success Path
- Custom Feature Development
Available ala carte
Proposals
$49
USD Billed monthly- 5 Included Users
- $9 Additional Users
- Unlimited Proposals
Proposals
$499
USD Billed annually- 5 Included Users
- $9 Additional Users
- Unlimited Proposals
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.