RiskAdvisor Pricing

Written By David Watson

Last updated About 1 year ago

RiskAdvisor Pricing Plans

Overview

RiskAdvisor offers flexible monthly and annual plans to match your agency's needs—whether you're just getting started or scaling fast. Every plan includes unlimited submissions and proposals, with data credits for lookups and automation integrations built-in.

👉 You can start with a free 7-day trial. No commitments. Onboarding included.
📆 Book your Kickoff Call today

Pricing Overview 💸

Plan	Monthly	Annual (Save 16%)
Lite	$199/mo	$1,999/yr
Growth (Most Popular)	$299/mo	$2,999/yr
Premium	$499/mo	$4,999/yr

What’s Included by Plan ✅

Feature	Lite	Growth	Premium
Included Users	5	5	5
RiskProfiles (Agency Submissions)	Unlimited	Unlimited	Unlimited
QuoteForms (Client Facing Submission)	Unlimited	Unlimited	Unlimited
AgencyProposals (Agency branded proposals)	Unlimited	Unlimited	Unlimited
PolicyLink (Dec Page Retrieval)	✅	✅	✅
UnderwritingAI		✅	✅
Form Templates		✅	✅
Tooltips & Scripting		✅	✅
Custom Form Questions		✅	✅
Centralized Data Credits Included - Assessor Data - Registration Data - Drivers License Lookup - PolicyLink		✅	✅
Zapier Integration	✅	✅	✅
CRM Integrations - AgencyZoom - InsuredMine [Coming Soon]		✅	✅
Rater Integrations - EZLynx - Gaya - PL Rating - QuoteRush Integration		✅	✅
AMS Integrations - EZLynx - Hawksoft		✅	✅
Open API Access		✅	✅

Data Credits Explained 🔍

Data credits can be used for:

Drivers & vehicles
Driver’s license lookups
Property data
Policy or dec page pulls

Each plan includes credits monthly, with Premium offering unlimited access.

FAQs 🤔

Can I start with a free trial?

Yes! Every plan includes a 7-day free trial.

What integrations are supported?

We support AgencyZoom, EZLynx, Gaya, Hawksoft, InsuredMine [coming soon], PL Rating, QuoteRUSH, and Zapier.

Can I switch plans later?

Yes, you can upgrade at any time. Reach out to our team to adjust your subscription.

How does annual pricing work?

Annual plans are billed once per year at a 16% discount vs. monthly billing.

Do you offer pro-rated refunds?

There are no pro-rated refunds available. You are paid up until the next time you pay.

What Are Data Credits?

RiskAdvisor now uses a centralized credit system—$1 per credit with volume discounts—where you're only charged for successful data pulls, making billing clearer, usage more flexible, and overages billed in $25 increments once included monthly credits (based on your plan) are used.

You can read more here
Centralized Credits for Data Pulls

Not sure which plan fits best?

Book a demo with our team to walk through your workflows. We’ll help match features to your goals.

Still need help? Ask the team