PolicyLink FAQs

When you send a PolicyLink to a client, RiskAdvisor takes care of the backend work for you — turning that connection into a structured profile without requiring any manual entry.

✅ What Happens When a Client Uses the PolicyLink

1. A Client Profile Is Automatically Created
   As soon as the client clicks the PolicyLink and successfully logs into their current carrier portal, RiskAdvisor creates a Client Profile in your account.

2. Policy Documents Are Pulled In
   Once the connection is successful, any available policy documents are added to the client profile automatically under the Policy & Dec Pages tab.

3. A Risk Profile May Be Automatically Created
   If full policy data is received:

   • Within 5 minutes of the PolicyLink being used, and no draft Risk Profile exists yet, RiskAdvisor will create a Risk Profile automatically.

   • If full data is received before the agent starts a draft Risk Profile, we’ll create the Risk Profile then.

   • If a draft already exists, the new data will be added to that profile.

   • If the Risk Profile has already been submitted, a new Risk Profile will be created to preserve the integrity of the original submission.

🧠 Does the Client Need to Submit Anything?

No. The only action required from the client is logging into their carrier account via the PolicyLink. Once authenticated, RiskAdvisor handles the rest — including profile creation, document import, and risk profile generation (when possible).