SERVICES

Risk Analysis 365 wants to provide clients detailed and precise road maps to your clients based upon their personal and professional lifestyles. These road maps will provide solutions and specific insurance coverages designed to protect their interest and to mitigate potential loss.

Risk Analysis 365 provides several options for agencies to enroll in for customized usage service. An agency can tailor options for per proposal, monthly or annual contracts.

See the product

Building protection around your clients by asking questions about their day to day activities both personal and professional, allows you to show them the risks involved.

View a set of sample questions and proposal.

What is included

Providing the road map to the client for their current and future risks through an interactive set of questions. These questionnaires can be updated through the years as things change. We can then address these changes with the appropriate insurance coverages or products.

Ultimately, this software in an innovative and interactive tool between producers and high net worth clients to create a pathway to their Risk Management Road Map.

Enroll in our service

The benefits provided are beyond additional coverages and higher retention, it is peace of mind for you and your client.

Enroll in options of a per proposal, monthly or annual contract.