Recent Posts

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,…

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…

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…