Catalyit Premium Partner Since January 2025 | Last Updated January 2025
RiskAdvisor is the all-new smart-form software for insurance agencies that empowers your producers and virtual assistants, while making your agency more commission, and reducing your E&O exposure.
Features & Quick Stats
How RiskAdvisor Helps Independent Agents/Brokers:
Our conversational forms help guide agents through the new business conversation which leads to more accurate data, more cross sale opportunities and ultimately writing more business.
Integrations: AgencyZoom, EZLynx, QuoteRush, PL Rating, Gaya, HawkSoft, Zapier
Partnerships: 101 Weston Labs, Indium
Exclusive Catalyit Deal: Yes – 10% off for life of the base subscription fee
Key Features:
- Capture Better Prospect & Client Data While Reducing Your E&O Exposure
- Plug-and-Play New Producers & Virtual Assistants
- Push Prospect & Client Data Wherever With Our Easy Integrations
Website: riskadvisor.insure
Contact: [email protected]
Headquarters: Lexington, SC
Number of Employees: 4
Area of Operations: Countrywide
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