The Rundown
Insurtech startup RiskAdvisor just demoed its all-in-one quoting platform, designed to simplify and speed up the personal lines insurance quoting process for independent agents.
The Context
- CEO David Watson walked through features like AI-powered intake, underwriting automation, and integrations with major AMS, CRM, and rating tools.
- Underwriting.AI — one standout feature — pre-screens eligibility and underwriting requirements before quoting, reducing errors and saving time.
- Agencies can customize forms, workflows, and access client-facing quote forms.
- Risk Advisor backs it all with strong support: live chat, onboarding calls, and a dedicated customer success manager.
- A 7-day free trial is live, with discounts for Catalyit members. The “Growth Plan” is the most popular.
Why it Matters
For independent agents buried in manual quoting processes, RiskAdvisor offers a much-needed efficiency boost. By automating intake and underwriting and eliminating double entry, agencies can quote faster, reduce errors, and improve close rates — all while staying focused on high-value client interactions.
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