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What is your agency’s data protection strategy?
Data is being bounced around very quickly in agencies today. Unless you have a strategy for how your agency will manage the data you collect, it will probably bounce right…
How to Convert Monoline Opportunities to Full Accounts Without Trying
By Kurt Thoennessen, CAPI Account rounding has been a common practice in the insurance industry for a long time. This is because insurance is most often bought when there is…
Stop Taking VINs Over the Phone
By Kurt Thoennessen, CAPI Part of the role of an insurance agent is to gather information to sell and service insurance policies. Dates of birth, addresses, drivers license numbers, vins,…
How to Share RiskRevu’s Digital Forms
In this video you will learn just how easy it is to share RiskRevu’s digital forms.
RiskRevu Featured as InsurTech Spotlight
RiskRevu Featured as InsurTech Spotlight at InsurTech Hartford Event. January 24, 2019 – Hartford, CT – Insurance Agents and InsurTechs gathered in Hartford, CT for an InsurTech Hartford event. They…
Agent Built InsurTech to Drive Deeper Client Relationships, Better Risk Management and Improved Client Experiences in the High Net Worth Insurance Space
Agent Built InsurTech Drives Deeper Client Relationships, Better Risk Management and Improved Client Experiences in the High Net Worth Insurance Space
RiskRevu’s Founder Talks with Nick Lamparelli of Insurance Nerds and Provides a Video Demo of RiskRevu’s Platform
Nick Lamparelli talks with RiskRevu’s founder, Kurt Thoennessen, CAPI. They discussed the Private Client/High Net Worth space, Kurt’s involvement with the PRMA and his interest in the InsurTech movement. Kurt…
RiskRevu.com Founder Talks About Improving the Client Experience in the High Net Worth Insurance Space With Agency Nation’s Joey Giangola
Joey Giangola and Kurt Thoennessen, CAPI discuss several tips to build a high net worth book of business during this 22 minute podcast. They also touch on different ways to…
High Net Worth Individuals Fill Out Digital Forms Too
By Kurt Thoennessen, CAPI Every insurance customer wants one thing from their insurance agent; responsive service. When a client needs something they want it done quickly. Most agents think they…
RiskRevu SmartForms Overview
The following is a list of the forms currently available with a RiskRevu account. Our digital forms library is continuing to expand. Check back frequently for updates to the list. These…