Features & Quick Stats
Key Features
- SmartForms for renewals, new business, and service workflows with conditional logic to streamline client data collection
- Customizable digital forms that can be shared via link, embedded on agency websites, or sent directly to clients
- Centralized dashboard for viewing and managing client submissions across forms and workflows
- Pre-built insurance-specific questionnaires for personal, commercial, and specialty lines exposures
- Team-based access to manage multiple users and client submissions within one agency environment
Core Business
Digital platform providing SmartForms that help insurance agencies collect, organize, and manage client risk and insurance information for quoting, renewals, and service workflows.
How RiskRevu Helps Independent Agents & Brokers
Helps independent agencies reduce time spent gathering client data by replacing phone/email intake with structured digital forms. Improves consistency of information for quoting and renewals, supports better exposure identification, and streamlines service workflows so producers and CSRs can focus on advising clients and managing accounts instead of manual data collection.
Integrations
Zapier
Partnerships
Ohio Insurance Agents Association, Independent Agency Owners Alliance, Assurex, Private Risk Management Association