RiskRevu transforms agency processes into digital forms to help insurance agents collect the data they need to sell and service insurance. Our platform gives each user their own forms to share and allows them to prefill them with data which saves their clients time. The forms are built by licensed agents and incorporate conditional logic to capture important risk details. The data responses are emailed directly to users after completion and are also stored in the platform.
RiskRevu offers three types of forms:
1) Risk Evaluations – gather updated risk information from existing clients (ie. renewal questionnaires).
2) New Policy Forms – gather information from prospects and clients about new insurance needs.
3) Service Forms – streamline data gathering for various insurance service functions (ie. adding a car to a policy).
