Features
See how RiskRevu can simplify the data gathering process.
Customize Your Profile
Quickly and easily customize your personal RiskRevu profile in minutes.
- Add a profile picture
- Add your agency's logo
- Select a custom color to match your agency's brand
- Enter your contact information and a short bio
- Select the SmartForms you would like to use
Personalize the User Experience
Create an agent profile with self-serve features that allow your clients to effortlessly submit Risk Evaluations (renewal questionnaires), New Policy Forms and Service Forms.
- Custom photo and branding
- Engage with renewals and new policies
- Get found online (SEO value)
Attractive User Interface
Images and quick descriptions help clients understand what to do.
- Send individual questionnaires to clients
- Clients can select the forms they want to complete
- Clients can customize certain questionnaires
SmartForms
All forms are built to be efficient and quick.
- Conditional logic is used to streamline the questioning process
- Forms can be pre-filled before sending to a client
- Forms are designed to help drive sales and service opportunities
- Clients can save forms to complete later
- Submitted forms can be edited to add/update information
Agent Dashboard
Quickly navigate to all the features of RiskRevu from one location.
- Access your custom profile
- View client responses
- Share forms with clients
One Place For Client Responses
Manage all your client renewal and policy submissions in one central location with easy access.
- Mobile + desktop compatible
- Simple user interface
- Secure, cloud-based access
Easily Share Forms
Sharing our SmartForms is simple and quick.
- Select a specific form to share
- Copy the form link
- Paste link into an email or text message
Manage Your Team
Invite team members to set up their profiles. You'll have access to view their profiles and client responses.
- Give RiskRevu to your entire team
- View each team member's profile
- View each team member's client responses
Premium SmartForms
We offer a proprietary set of forms that we built to handle some of an insurance agency's biggest challenges.
- High-Value Home Coverage & Risk Evaluation
- Personal Insurance Proposal - Single Carrier Form
- Personal Insurance Proposal - Carrier Comparison Form
- Premium SmartForms are available for an additional fee
Embed Forms
All of our SmartForms can be embedded into your own website (see sample below).
- Easily access the code needed to embed forms into an agency's website
- This feature is available to all users on an Agency or Enterprise plan
Safe & Secure
Security is Paramount
We take security seriously at RiskRevu. All of your data is encrypted in transit. All data is stored in Google Cloud servers behind SSL technology.
Automate Client Engagement
Send your clients links to RiskRevu forms. Let RiskRevu ask the questions for you.
Cross-sell and Boost Retention
Getting to know your clients and their needs will uncover opportunities to sell additional coverage while demonstrating your interest in their well-being.
Errors & Omissions Protection
Keeping in touch with your clients and asking them about their risks is a good practice and will help you avoid a costly error or omission.
