UnderwritingAI by RiskAdvisor: How to Stop Quoting What Won't Bind
Most insurance teams waste hours quoting clients that carriers will never take.
What if you could know which companies will say yes before you even send the quote?
Join the RiskAdvisor team for a live demo of UnderwritingAI by RiskAdvisor — the smart new way to quote faster, cleaner, and with confidence.
UnderwritingAI uses real carrier underwriting rules to show you right away which companies are the best fit for each client.
As you fill out the form, it gives you easy-to-see green, yellow, or red lights:
🟢 Green: Great fit — go ahead and quote.
🟡 Yellow: Some things to check first.
🔴 Red: Don’t waste time — this one won’t bind.
You’ll see how RiskAdvisor helps your team:
🚀 Cut quote times from 90 minutes to just 20
🔥 Eliminate wasted quotes and remarkets
💰 Focus only on the business that actually binds
💡 We’ll also cover how the full RiskAdvisor platform helps your team work smarter:
RiskProfiles – A guided form you fill out once for home, auto, and umbrella insurance. No more retyping or missing key details — it keeps everything organized for renewals and remarkets.
QuoteForms + PolicyLink – Simple online forms for your clients to start quotes fast. They can even log in to their current insurance account and share policy details in seconds.
AgencyProposals – Automatically creates clear, professional proposals that show side-by-side coverage options, helping clients choose faster and with confidence.
Integrations – Works with your favorite tools like EZLynx, PL Rating, AgencyZoom, and more — all from one place, no double entry needed.
Whether you’re an agency owner, manager, or CSR, you’ll walk away knowing how RiskAdvisor can help your whole team quote smarter, sell more, and save time every day.
🗓 Duration: 45 minutes
🎯 Perfect For: Personal lines agencies that want to quote faster, bind more, and beat direct writers on speed and accuracy