RiskAdvisor
app.riskadvisor.insureRiskAdvisor is an insurance workflow platform focused on maintaining clean client records and up-to-date risk profiles. It streamlines client onboarding and makes it easier to manage risk information consistently across your process. With an emphasis on data accuracy and operational continuity, RiskAdvisor helps teams reduce manual record-keeping and keep underwriting- and servicing-ready information accessible.
When connected, BOBs use RiskAdvisor as the system of record for client and risk information. They can create clients and build new risk profiles during onboarding, then continuously update the right records when changes occur—helping ensure underwriting and servicing teams always work from current information. This reduces errors caused by stale data and cuts down the time spent on repetitive CRM/record maintenance.
BOBs can also orchestrate the broader insurance workflow around those updates: detect when a new client is added, refresh risk details after client changes, and keep downstream processes aligned (like internal approvals, documentation handoffs, or status tracking) by ensuring RiskAdvisor stays accurate and complete. The result is a more reliable, faster onboarding and risk update cadence across your insurance operations.
What can BOBs do with RiskAdvisor?
Perform actions
- Create Client
- Create Risk Profile
- Update Client
Listen to real-time events
- Client Updated
- New Client Created