RiskProfiles
Learn more about RiskAdvisor's primary product, RiskProfiles
Articles
- Send Risk Profiles from the Risk Profile Cards
- Estimated Liability Risk
- Select Lines of Busines to Send to Rater
- Social Security Number Field
- Customize Your RiskProfile FormYou can now customize your RiskProfile form to better match your agency’s workflow. This article explains exactly what you can customize and the rules that keep everything working correctly.
- Custom Fields & Question OrderThe RiskProfile form is customizable — you can tailor the questions your clients see, add new ones specific to your practice, and arrange them in any order that suits your workflow. This article walks you through everything you need to know.
- RiskProfile Setup Guide: Create, Customize & Enter Your Data OnceCreate a RiskProfile, customize the intake form, and send clean risk data to your rater, brokers, or team. For agency owners, admins, producers, and CSRs.