Refined client data, collected once, and prepared for every subsequent system.

What makes us unique?

RiskAdvisor was developed by an independent insurance agent to address a challenge every agency is all too familiar with: disorganized intake, duplicate data entry, and excessive licensed time spent on non-licensed tasks. Unlike generic forms or add-on tools, RiskAdvisor establishes a structured digital client record right at the beginning of the customer journey—regardless of whether the data originates from the client, a CSR, or a virtual assistant. This clean record subsequently streamlines the agency’s workflow, minimizing rekeying, follow-ups, and friction across systems.

Features and Workflow

RiskAdvisor optimizes the way agencies capture, structure, and utilize client data—prior to it reaching the AMS, CRM, or rater—ensuring that downstream systems operate more efficiently with reduced effort.

• Significantly reduce duplicate and triple data entry with cleaner, structured transfers to HawkSoft via HawkLink, as well as to raters and carrier systems.
• Securely import documents to automatically pre-fill client data, utilizing UnderwritingAI to instantly align risks with carrier appetite and eligibility.
• Streamline personal lines new business with a single, standardized workflow that functions equally well for client-facing links or agent-driven entry.
• Generate branded risk profile summaries for impressive client presentations while organizing data to facilitate delegation to CSRs and VAs.
• Enforce a consistent data format across all submissions to support accurate reporting and long-term agency automation.