How to Submit your First Risk Profile with RiskAdvisor

Step by Step Instructions guiding your through the submission process

Riskadvisor

  1. 1. Go to RiskAdvisor

  2. 2. Click on New Client

    Click on New Client

  3. 3. If you select "Married", you will see Co-Applicant automatically added

    If you select "Married", you will see Co-Applicant automatically added

  4. 4. If you do not need the Co-Applicant, you can remove it by clicking the Delete/Trash Can button.

    If you do not need the Co-Applicant, you can remove it by clicking the Delete/Trash Can button.

  5. 5. Select the Types of Insurance you would like to quote

    Select the Types of Insurance you would like to quote

  6. 6. Use the Google Lookup to search for the Address

    Use the Google Lookup to search for the Address

  7. 7. Is this a New Purchase?

    Select Yes/No to be guided to the next step

    Is this a New Purchase?

  8. 8. If they have only been at the current address for "2" years, select "2" from the dropdown.

    This will display the prior address Google Lookup for you.

    If they have only been at the current address for "2" years, select "2" from the dropdown.

  9. 9. Add necessary updates to the home

    Add necessary updates to the home

  10. 10. Any animals/pets in the household? Make sure to collect that information here

    Any animals/pets in the household? Make sure to collect that information here

  11. 11. Type "Goldendoodle"

    TIP: This is a great opportunity for RAPPORT building, you can come back to the dog later. Who doesn't love talking about their pets!?

    Type "Goldendoodle"

  12. 12. Make sure to ask about a pool

    Make sure to ask about a pool

  13. 13. Here's how you select the Type of Discounts that they qualify for

    Here's how you select the Type of Discounts that they qualify for

  14. 14. The more lines of business you sell up front, the sticker the business is.

    Make sure to ask for those other lines of business while framing it with the discount opportunity.

    The more lines of business you sell up front, the sticker the business is.

  15. 15. Click on Table of Contents…

  16. 16. Inputting the Dwelling Coverage will automatically calculate Coverages B, C, & D

    Inputting the Dwelling Coverage will automatically calculate Coverages B, C, & D

  17. 17. You can increase or decrease these percentages by click on the dropdown and selecting the new value.

    You can increase or decrease these percentages by click on the dropdown and selecting the new value.

  18. 18. Selecting the AOP Deductible will automatically fill the Wind/Hail/Hurricane deductible

    If you need to change the Wind/Hail/Hurricane deductible, you can easily update that.

    Selecting the AOP Deductible will automatically fill the Wind/Hail/Hurricane deductible

  19. 19. Obtaining information to write a Personal Articles Floater on the front end is a great way to increasing your closing AND retention ratios

    Obtaining information to write a Personal Articles Floater on the front end is a great way to increasing your closing AND retention ratios

  20. 20. Our system automatically generates the state specific coverages

    Our system automatically generates the state specific coverages

  21. 21. If you added the Type of Insurance to be Quoted before fully filling out the Applicant/Co-Applicant information you can easily pre-fill all of that information by clicking here

    If you added the Type of Insurance to be Quoted before fully filling out the Applicant/Co-Applicant information you can easily pre-fill all of that information by clicking here

  22. 22. If you have the VIN, it will automatically generate the vehicle information. If you don't, no worries - we will generate one in the background for your rater based on the Year, Make, and Model

    If you have the VIN, it will automatically generate the vehicle information. If you don't, no worries - we will generate one in the background for your rater based on the Year, Make, and Model

  23. 23. Don't forget to ask about those toys! This is an easy cross sale opportunity.

    Don't forget to ask about those toys! This is an easy cross sale opportunity.

  24. 24. Our Estimated Liability Risk Calculator make it easy to sell more Umbrella Insurance

    Our Estimated Liability Risk Calculator make it easy to sell more Umbrella Insurance

  25. 25. Let's go to the Review & Send Page

    Let's go to the Review & Send Page

  26. 26. Define the type of business we are working on

    Define the type of business we are working on

  27. 27. You can change who the Risk Profile & Quotes are sent to by selecting the Return to Agent

    You can change who the Risk Profile & Quotes are sent to by selecting the Return to Agent

  28. 28. Let's tell our Virtual Employee who we want them to quote this risk with

    Let's tell our Virtual Employee who we want them to quote this risk with

  29. 29. Let's select those carriers who are not in our rater.

    Let's select those carriers who are not in our rater.

  30. 30. Let's not forget auto

    Let's not forget auto

  31. 31. Need to add any specific notes for your Virtual Employee? Let's do that here.

    Need to add any specific notes for your Virtual Employee? Let's do that here.

  32. 32. You can easily upload any related documents here

    You can easily upload any related documents here

  33. 33. We can decide if we want them to be sent to our Virtual Employee or Brokers

    We can decide if we want them to be sent to our Virtual Employee or Brokers