How to Submit your First Risk Profile with RiskAdvisor
DW

David Watson

Created Oct 28, 2022

How to Submit your First Risk Profile with RiskAdvisor

Step by Step Instructions guiding your through the submission process

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Riskadvisor

33 Steps
1

Go to RiskAdvisor

2

Click on New Client

Click on New Client
3

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

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

Select the Types of Insurance you would like to quote

Select the Types of Insurance you would like to quote
6

Use the Google Lookup to search for the Address

Use the Google Lookup to search for the Address
7

Is this a New Purchase?

Select Yes/No to be guided to the next step

Is this a New Purchase?
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

Add necessary updates to the home

Add necessary updates to the home
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

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

Make sure to ask about a pool

Make sure to ask about a pool
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

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

Click on Table of Contents…

16

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

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

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

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

Our system automatically generates the state specific coverages

Our system automatically generates the state specific coverages
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

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

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

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

Let's go to the Review & Send Page

Let's go to the Review & Send Page
26

Define the type of business we are working on

Define the type of business we are working on
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

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

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

Let's select those carriers who are not in our rater.
30

Let's not forget auto

Let's not forget auto
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

You can easily upload any related documents here

You can easily upload any related documents here
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
Well done!
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