RiskRevu

RiskRevu is a digital client engagement platform designed to streamline the data gathering process and enhance the customer experience for insurance agencies. According to the vendor, RiskRevu caters to a range of professions and industries including insurance agents, brokers, risk management professionals, underwriters, and insurance agencies of all sizes.

Key Features

Customize Your Profile: Users can easily personalize their RiskRevu profile with a profile picture, agency logo, custom color, contact information, and a short bio. They can also select the SmartForms they want to use and personalize the user experience for their clients.

Attractive User Interface: The RiskRevu platform features an intuitive and visually appealing user interface. Clients can easily understand what to do with the help of images and quick descriptions.

SmartForms: RiskRevu offers a library of efficient and quick insurance SmartForms. These forms are designed with built-in conditional logic to streamline the questioning process. Users can pre-fill forms before sending them to clients, and clients have the option to save forms to complete later. Submitted forms can also be edited to add or update information.

Agent Dashboard: Users can access all the features of RiskRevu from one location with the agent dashboard. They can conveniently view client responses and share forms with clients.

One Place for Client Responses: RiskRevu allows users to manage all client renewal and policy submissions in one central location with easy access. The platform is compatible with both mobile and desktop devices, offering a simple user interface.

Easily Share Forms: Users can share RiskRevu SmartForms with clients by selecting a specific form, copying the form link, and pasting it into an email or text message.

Manage Your Team: Users can invite team members to set up their profiles and access their client responses. They can also view each team member's profile and client responses for effective team management.

Premium SmartForms: RiskRevu offers a set of proprietary Premium SmartForms that address specific challenges faced by insurance agencies. These include High-Value Home Coverage & Risk Evaluation, Personal Insurance Proposal - Single Carrier Form, and Personal Insurance Proposal - Carrier Comparison Form.

Embed Forms: All RiskRevu SmartForms can be easily embedded into an agency's website. Users can access the code needed to seamlessly integrate the forms into their website.

Security Overview: RiskRevu prioritizes data security. They employ strong password enforcement and protection. Data in transit is encrypted using SSL/TLS Transport Layer Security, while personally identifying data at rest is encrypted with 256-AES technology. The platform also has firewall protection and secure data storage with backups. RiskRevu has a disaster response and breach response plan in place.