Joined November 2021 | Last Updated February 2025

Helps agents save time gathering information, avoid errors and omissions, gives them the questions to ask to underwrite and service clients, provides Smartforms for renewal situations, new policy/ account needs and service workflows.

Features & Quick Stats

Key Features

  • Automate Client Engagemen
  • Cross-sell and Boost Retention
  • Deliver an Efficient Experience
  • Reduce Paperwork and Save Time

 

Core Business

Designing and building Smartforms

How RiskRevu Helps Independent Agents & Brokers

Helps agents save time gathering information, avoid errors and omissions, gives them the questions to ask to underwrite and service clients, provides Smartforms for renewal situations, new policy/ account needs and service workflows.

Integrations

Zapier

Partnerships

Ohio Insurance Agents Association, Independent Agency Owners Alliance, Assurex, Private Risk Management Association