# RiskAdvisor

> Smart forms that help insurance agencies write better business

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Lexington, South Carolina |
| Founded | 2021 |
| Stage | Startup |
| Employees | 1-10 |
| Funding | Seed |

## Overview

RiskAdvisor is a SaaS platform built for independent insurance agencies that streamlines the personal and commercial lines quoting process. Founded by David Watson, an independent insurance agent who experienced the pain of fragmented agency workflows firsthand, the platform uses conversational logic to guide prospects through data collection for accurate and efficient insurance quoting across multiple lines of business.

The platform serves as a centralized intake system that helps agencies capture better quote data and seamlessly integrate with various insurance technology platforms including AMS systems, rater tools, CRMs, brokers, and underwriters. RiskAdvisor combines pre-loaded, industry-specific risk content with an intuitive risk profiling workflow, enabling agents to assess business risk exposures and record the status of risk controls effectively.

RiskAdvisor was selected for the inaugural cohort of the 101 Weston Labs InsurTech Accelerator in 2023 and the 2025 cohort of BrokerTech Ventures, the industry's first broker-led insurtech accelerator program. The company operates on a philosophy of "For Agents. By Agents." and estimates it saves agencies 15 minutes of work for every line of business quoted.

## Products & services

### QuoteForms

Digital intake forms that start the insurance conversation digitally, using conversational logic to collect accurate quoting data from prospects and clients.

**Key features:**

- Pre\-built smart insurance forms with conversational logic
- Elimination of double\-entry through intelligent data routing
- Multi\-line support for home, auto, umbrella, and commercial lines
- Automated data distribution to multiple carrier and rater platforms

*Target users:* Insurance Agents, CSRs, Virtual Assistants

### PolicyLink

Carrier data verification tool that pulls current policy and declaration page data to streamline the renewal and re-quoting process.

**Key features:**

- Current carrier data verification
- Policy and declaration page retrieval
- Streamlined renewal workflows

*Target users:* Insurance Agents, CSRs

### RiskProfiles

Comprehensive risk discovery tool that helps agents identify coverage gaps and cross-sell opportunities through structured risk assessment.

**Key features:**

- Pre\-loaded industry\-specific risk content
- Structured risk exposure assessment
- Risk control status recording
- Coverage gap identification

*Target users:* Insurance Agents, Producers

### AgencyProposals

Professional proposal generation tool that helps agencies close deals with branded, comprehensive insurance proposals.

**Key features:**

- Agency\-branded proposal templates
- Comprehensive coverage summaries
- Professional presentation formatting

*Target users:* Insurance Agents, Producers

## Category & focus

- Subcategories: Agency Workflow, Digital Intake, Risk Profiling, Proposal Generation
- Insurance verticals: Personal Lines, Commercial Lines
- Target customers: Independent Insurance Agencies

## Notable customers

- TWFG
- Portal Insurance
- Copeland Insurance
- Afore
- Mappus

## Links

- Website: <https://riskadvisor.insure>
- Directory profile: <https://insurtechlist.com/companies/riskadvisor/>
- Blog: <https://riskadvisor.insure/blog/>
- Pricing: <https://riskadvisor.insure/pricing/>
- Linkedin: <https://www.linkedin.com/company/riskadvisor>
- Help center: <https://help.riskadvisor.insure>
- Integrations: <https://riskadvisor.insure/integrations/>

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*Last updated: 2026\-03\-25*