Simplify and Streamline the UPC Remarketing Process
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
Our software will save your team hundreds of hours
RiskAdvisor is perfectly suited for agencies who need help with the manual remarketing process that comes from moving their UPC Book of Business.
The Problem:
UPC recently canceled thousands of homeowners’ policies, leaving agents left to remarket clients or lose clients altogether.
- You’re overwhelmed by the amount of time it will take to remarket your UPC book
- You’re concerned about the stress this will add to your account managers
- You’re worried you may lose clients altogether
We get it. It’s why we built RiskAdvisor. To simplify and streamline the quoting, renewal, and remarketing process.
The Solution:
RiskAdvisor uses smart form technology to simplify and streamline the remarketing process.
As it relates to your UPC book roll, here’s how it will work:
- Request from UPC an excel spreadsheet of all your clients and their policy information
- Import the excel into RiskAdvisor, which will automatically create a risk profile for each client
- Click and send risk profiles to our integrated raters, brokers, carriers and VA’s to start shopping your policies
Simple. Intuitive. Streamlined. Efficient.
CONNECT TO THOUSANDS OF APPS SEAMLESSLY
Exclusive Pricing for UPC Agents
Annual
Monthly
Growth
7 Day Trial
$199
$
169
Monthly
-
Up to 6 Users
-
All Lite Features
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Rater Integration
-
Property Data Lookup
Premium
7 Day Trial
$299
$
269
Monthly
-
Up to 10 Users
-
All Lite & Growth Features
-
Premium Support