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RiskAdvisor Overview

Collect structured risk data from prospects & client, enrich it automatically, and push clean records to your AMS or CRM without rekeying anything.

Written By David Watson

Last updated About 2 hours ago

What RiskAdvisor helps you do

RiskProfilesBuild one clean intake record your whole stack can useQuoteFormsLet prospects fill out their own intake onlineUnderwritingAIFilter carriers by eligibility before you quotePolicyLinkSend clients a link to connect their current policyAgencyProposalsTurn intake into a branded coverage proposalData & IntegrationsAuto-fill client data, then push clean records to the tools you already use

Collect Risk Data

RiskProfile

RiskProfile Setup GuideCreate a RiskProfile, customize the intake form, and send clean risk data to your rater, brokers, or team. For agency owners, admins, producers, and CSRs.

QuoteForms

QuoteForms Setup GuideCreate, customize, and share QuoteForms, including how prospects submit their information and how you follow up.

Enrich & Verify

Data Enrichment

RiskAdvisor connects to data sources that fill in auto, home, and current policy details automatically. Fields show where data came from and preserve your value if you override it.

Canopy ConnectAuto DataProperty Data

PolicyLink

PolicyLink Setup GuideCreate, customize, and share PolicyLinks — including how prospects connect a carrier or upload documents.

Check Carrier Eligibility

UnderwritingAI

UnderwritingAI Setup GuideLearn how to set up UnderwritingAI, upload carrier guidelines, review eligibility rules, and identify underwriting concerns before quoting.

Build the Proposal

AgencyProposals

How to create your first ProposalLearn how to create professional, agency-branded insurance proposals using AgencyProposals.

Export to Your Stack

See all integrationsAgencyZoom IntegrationHawkSoft Integration

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