Everything Your Agency Needs, In One Platform
From the first client question to a signed proposal, RiskAdvisor handles every step of the intake journey — so your team spends less time on admin and more time writing profitable business.
Built for the way agencies actually work
RiskAdvisor combines four powerful modules into a single, seamless workflow — no duct tape, no double entry.
Messy, Inconsistent Intake
Guided, multi-step forms that ask the right questions every time.
Risk Discovery
Automatically surfaces coverage gaps and E&O risks during intake.
Data Verification
Cross-checks client data against carrier records instantly.
Branded Proposals
Generate professional, multi-carrier comparison proposals in seconds.
AMS Sync
Pushes verified data directly to EZLynx, AgencyZoom, Applied Epic.
Team Standardization
3× Faster Intake
Reduce average intake time from 45 minutes to under 15.
E&O Protection
Built-in coverage checklists reduce errors and omissions exposure.
Agency Analytics
Track form completion rates, conversion, and producer performance.
Send a form. Get complete information. Start quoting.
QuoteForms gives every prospect a structured path to submit their information before your team ever picks up the phone. Branded forms you send or embed. Built-in abandonment tracking so no lead slips through without a follow-up.
- Branded, insurance-specific forms you can embed on your website or send directly to clients
- Form abandonment tracking flags every unfinished form so your team can follow up before the lead goes cold
- Mobile-optimized so prospects can complete forms from any device
The intake your best producer runs. For every producer.
Most agencies have one or two people who ask the right questions every time. Everyone else guesses. RiskProfiles close the gap. Every call, every producer, every time.
- Structured discovery workflow built for phone intake
- Consistent data collection across your entire team
- Clean records that flow directly to your rater, CRM and carriers.
×
Stop re-keying data your prospect already has
PolicyLink fills in the gaps. It pulls your prospects’ current policy data and dec pages directly into their RiskProfile so your team can move faster without touching it manually.
- Prospect connects to their current carrier instantly
- Current policy data populates automatically
- Less data entry, fewer errors
Close more business with better proposals
Most prospects see three quotes and a pile of carrier PDFs. The agency that looks the most put-together usually wins.
AgencyProposals turns your client’s data into a clean, branded proposal in seconds.
- Branded proposal templates
- Built to cross-sell more
- Intake to proposal in under a minute
100,000+
Quotes
3×
Zero
Learning Curve
40%
More Policies Written
"RiskAdvisor cut our intake time in half and our close rate went up 20%+ overnight. Every producer on my team uses it — it's non-negotiable now."
Mike Crowley
Agency Principal, Crowley Insurance Group
Get Started Today
Ready to transform your intake process?
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