RiskAdvisor

 

 

Point of Contact: David Watson; Founder/CEO

IAOA Member exclusive discount:  $30 off per month for life  

Simplify and Streamline the Quoting & Renewal Process with RiskAdvisor

RiskAdvisor is a smart form technology platform that makes quoting and renewing client policies simple, efficient, and more profitable for your agency.

Here’s how it works:

  1. Guide clients through a comprehensive risk assessment using RiskAdvisor’s pre-built smart forms
  2. Click and send clients’ data directly to carriers and virtual assistants within seconds
  3. Get accurate and timely quotes to deliver to your clients

 

If you’re looking to save time in the quoting and renewal process, and increase profitability and client retention while still delivering a consultative experience for your clients – RiskAdvisor is for you! 

“RiskAdvisor has helped me streamline my sales process so that I can take on more opportunities and write more business without dramatically increasing my workload.” – Savannah James, Mappus Insurance Agency

 

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