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RiskRevu

by RiskRevu · Since 2018
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ActiveAvailable globallyCloud
Quick facts
VendorRiskRevu
Year launched2018
StatusActive
LocationNew York, United States
Countries servedGlobal
Languages10
Integrations1+
Free tierNO
Free trialYES
Contact salesNO

About RiskRevu

RiskRevu is a specialized cloud-based client engagement platform designed to streamline how independent insurance agencies collect and manage client data for quotes, renewals, and policy services.

RiskRevu is a specialized cloud-based client engagement platform designed to streamline how independent insurance agencies collect and manage client data for quotes, renewals, and policy services. Instead of relying on traditional paper forms or lengthy PDF questionnaires, the platform uses mobile-responsive SmartForms that simplify the information-gathering process for both agents and clients. Its interface is clean and easy to navigate, allowing agents to manage responses and share form links from a centralized dashboard, while clients can complete forms quickly using guided prompts, images, and concise explanations. One of its most useful features is conditional logic, which ensures that only relevant questions appear based on previous responses, helping reduce form fatigue and improving completion rates. Additional functions such as pre-filled data, the ability for clients to save progress and continue later, and website embedding make it practical for agencies that want to capture leads and collect information efficiently. Built on a secure cloud infrastructure, RiskRevu maintains strong performance and data protection with 256-AES encryption and SSL/TLS security protocols, which is essential when handling sensitive personal information.

Pros & Cons

Pros
  • Clients enter their own insurance information directly, reducing transcription mistakes and minimizing E&O exposure for agencies
  • Conditional logic keeps questionnaires short, showing only relevant questions based on previous responses provided by clients
  • Pre-filled client data significantly reduces effort required, helping users complete insurance forms much faster
Cons
  • Lower-tier subscription plans include strict monthly response limits that may restrict high-volume agencies
  • Advanced SmartForm customization options often require additional fees beyond the standard subscription plans
  • Deep automation with older agency management systems may require Zapier integrations and extra setup steps

Features

Key features

Insurance SmartForms

Offers a specialized library of digital forms tailored specifically for gathering insurance risk and quote data.

Built-in Logic

Utilizes smart form technology that hides irrelevant questions, ensuring clients only answer what is pertinent to them.

24/7 Digital Data Gathering

Enables independent agents to collect valuable insights and risk exposure data from clients at any time.

Automated Client Engagement

Streamlines the information-gathering process by allowing agents to send digital links that clients complete at their convenience.

Cross-Sell Exposure Identification

Helps increase revenue and retention by using thorough fact-finders to uncover hidden insurance exposures.

Additional features

Library of SmartForms

Provides access to a curated collection of digital forms designed for various insurance needs.

Built-in Logic

Features intelligent form routing so clients are only presented with questions relevant to their specific situation.

Digital Data Gathering

Replaces manual methods with a digital platform to collect risk exposure data and client insights.

Automated Email Links

Simplifies the distribution process by allowing agents to copy and paste form links directly into emails.

24/7 Accessibility

Operates as a round-the-clock engagement platform that clients can access whenever they choose.

Real-Time Submissions

Automatically sends all completed client information directly to the agent upon form submission.

Cross-Selling Tools

Facilitates the discovery of additional coverage needs to help agents boost retention and revenue.

Website Link Integration

Supports the placement of digital forms on company websites to assist in landing new business.

Annual Personal Risk Evaluation

Includes a specific digital tool for conducting yearly reviews of a client’s personal risk profile.

Specialized Quote Forms

Offers dedicated templates for Homeowners, Business Owners, Automobile, and Cyber Liability insurance quotes.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
10
Interface languages
14
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseMandarinJapaneseKoreanRussian

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇳CNY🇮🇳INR🇷🇺RUB🇨🇭CHF🇸🇪SEK🇳🇿NZD🇰🇷KRW🇧🇷BRL

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