Written By David Watson
Last updated 10 months ago
Plan Availability: All Plans
If you use Personal Lines Wholesale Brokers or E&S Underwriters for difficult to place business, RiskAdvisor makes it easy to send Quote Requests to them for a quote.
How to add a Wholesale Broker to your account
Fill Out Onboarding Form
Fill Out the Following Sections
Your Information
Brokers
Verify Email Template
Please review the provided email template below and let us know if you'd like to see any changes made to this template.
Subject Line:
{applicantFirstName} {applicantLastName} - New Quote Request
Email Body:
Please provide a quote for the attached Home Risk.
If it makes sense for the account, please quote the auto as well.
Please try to return the quote by {dateNeeded}.
Please return this quote to {agentsName} at {agentsEmail}.
{brokerNotes}
Target Premium: {targetPremium}
This email is intended for {brokersName}. If you are not the intended recipient, please delete this email. Thank you.
Account Updated Notification
No Reply Email
Instruct your Wholesale Broker to add no-reply@riskadvisor.insure as a safe sender.
Click here for a help article on how to do this ↗
If you have any questions or need any help with this, please let us know.