We’re thrilled to announce that RiskAdvisor is now a Catalyit Premium Solution Provider. RiskAdvisor’s smart-form software simplifies agency processes, drives higher commissions, and reduces errors and omissions (E&O) risks.
What is RiskAdvisor?
RiskAdvisor is an innovative software tool created to help insurance agencies streamline client interactions and data collection. Through conversational intake forms, RiskAdvisor guides producers and virtual assistants (VAs) to ask the right questions at the right time. This ensures more accurate and comprehensive client data capture, which translates into better coverage and more sales opportunities.
How RiskAdvisor Can Benefit Your Agency
RiskAdvisor eliminates common operational inefficiencies in independent insurance agencies, such as:
- Double Data Entry: Say goodbye to repetitive data entry. RiskAdvisor’s seamless integrations allow you to push client and prospect data into raters, CRMs, brokers, and other essential tools.
- Enhanced Training for New Team Members: The software empowers even inexperienced producers and virtual assistants, enabling them to collect data accurately and confidently from day one.
- Improved E&O Protection: By standardizing the data intake process, RiskAdvisor helps reduce exposure to errors and omissions, protecting your agency’s reputation and bottom line.
- Boosting Profitability: By ensuring accurate data capture and simplifying cross-selling opportunities, RiskAdvisor helps maximize your commission potential.
- Client-facing quoting forms for your website
- PolicyLink for Dec Page retrieval
- AgencyProposals for branded insurance proposals
Whether you’re an established agency or just starting, RiskAdvisor provides a plug-and-play solution that enhances your agency’s capability to increase profitability while serving your clients more effectively.
Ready to take your agency to the next level? Visit RiskAdvisor today to learn more and start your journey toward smarter, more efficient agency operations.
About Catalyit Solution Providers
Catalyit’s Solution Providers are leading insurance technology companies that help independent agents harness the potential of technology to optimize their agency systems and processes, and deliver exceptional service to their customers. Find out more about Catalyit’s Premium Solution Providers.
