Win the Accounts Bigger Agencies Think They Own

SpotRisk is a private-label risk management platform designed for independent insurance agents, MGAs, wholesalers, and carriers. We help you connect with your policyholders by providing tailored risk management content that adds value beyond just the insurance policy. The platform is fully branded with your agency logo, making it appear as if you built and operate it yourself. Agents use SpotRisk two ways: to win new business by demoing branded portals to prospects before they sign, and to retain existing clients by delivering ongoing value throughout the policy lifecycle.

Simply invite your policyholders and select their class of business. SpotRisk automatically provides your insureds with tailored risk management training, safety programs, and AI tools customized to their industry, all using your agency branding for a complete private-label experience. Setup takes just minutes: upload your logo, import policyholders via our bulk import tool, and the platform automatically assigns relevant content.

SpotRisk helps you differentiate your business in a commoditized market by providing ongoing value throughout the policy lifecycle. Instead of just selling a policy, you're delivering actionable risk management services that help policyholders reduce workplace incidents and improve safety. This continuous engagement strengthens client relationships, increases retention rates, and sets you apart from competitors. Plus, documented training completion enhances your book of business quality, which carriers recognize and value.

Available on Growth and Enterprise plans, Client-Branded Portals let you brand the platform with your client's logo and colors instead of your agency's. This is powerful for large accounts. A 200-employee contractor wants to see 'ABC Construction Safety Program,' not your agency's branding. You set up their branding when creating their account; they can fine-tune it later in their settings if needed.

We offer high-quality video training courses covering over 200+ business class codes, including general workplace safety, industry-specific OSHA compliance, workers' compensation loss control, and specialized training for restaurants, contractors, manufacturers, offices, and more. All content is automatically tailored to each policyholder's industry. Additionally, policyholders receive access to safety meeting templates, toolbox talks, and our custom AI assistant for creating risk management materials. New content is added monthly as we expand into new classes of business.

Your agency logo is prominently displayed throughout the entire platform, including the dashboard, training courses, safety certificates, and all email communications sent to your policyholders. To your clients, it appears as if your agency built and operates the platform. There's no SpotRisk branding visible to your policyholders. It's a completely private-label experience that strengthens your agency's brand and relationship with your clients.

Yes. Our comprehensive dashboard provides real-time visibility into policyholder engagement, training completion rates, certificates earned, and resource downloads. You can track engagement at the individual policyholder level or view aggregate metrics across your entire book of business. All data can be exported with a single click for your records, carrier reporting, or renewal conversations. You can also verify training completion certificates to share with your underwriting partners.

SpotRisk is free forever for up to 10 policyholders. Not a trial, no expiration. Use it to demo for prospects, onboard your first clients, and see engagement data for yourself. All core features included: agency branding, training courses, certificates, tracking, and AI tools. No credit card required. Upgrade anytime when you need more capacity.

Nope. We built SpotRisk to be the opposite of every other insurtech vendor. No discovery calls. No 30-minute demos where someone shares their screen and reads bullet points at you. No "let me loop in my account executive." We were tired of that process ourselves, so we made it simple: create your free account, upload your logo, and start using it. If you have questions, we're here to help, but you'll never be forced to sit through a sales pitch just to see if the product works for you. You're an adult. You can figure it out. And if SpotRisk isn't right for you, you'll know that in 10 minutes, not after three calls and a proposal.

Absolutely. This is one of the most powerful ways to use SpotRisk. Create a prospect account, select their business class, and show them exactly what their risk management portal will look like. On our Growth plan, you can brand the portal with their company logo for maximum impact. Many agents report this is the differentiator that wins them the BOR.

All plans are month-to-month with no long-term commitments. You can pay by credit card for any plan. Enterprise plan customers also have the option for Net 30 terms via ACH, check, or wire transfer. You're free to upgrade, downgrade, or cancel your plan at any time with no penalties.

SpotRisk connects to your existing tools via Zapier and our API, available on Starter plans and above. Popular integrations include HawkSoft, EZLynx, NowCerts, AgencyZoom, GloveBox, Salesforce, HubSpot, Google Sheets, and Calendly, plus 1,000+ other apps through Zapier. Common automations include auto-inviting prospects from your CRM, sending pre-renewal training reminders, and syncing certificate completions back to your AMS.

No. Zapier is no-code, so if you can fill out a form, you can build an automation. We provide pre-built templates for common workflows like auto-inviting prospects and syncing with popular AMS platforms. Our API is also available for custom integrations.

Free Trial is designed for demoing to prospects and testing with your first few clients. Once you're ready to automate and scale, Starter gives you full Zapier and API access with no limits.

Yes. You are free to export your data at any time, as often as you'd like, at no charge. We believe you should always be in full control of your data. No data held hostage here.

Your data is fully encrypted and handled securely. If you cancel your subscription, we will retain your data for 6 months in case you decide to reactivate. You may also email us at any time to request your data be deleted, and we will honor your request promptly.

Getting started is simple. Create your free account, upload your logo, and begin inviting your policyholders. Most agencies are up and running in just minutes. SpotRisk includes an interactive welcome tour to guide you through the process when you sign up.

SpotRisk is designed to be intuitive and easy to use. Upon signing up, you'll have access to an interactive welcome tour that guides you through the platform. Our support team is also available to help answer any questions you may have along the way.

Yes. SpotRisk provides platform customization and video production services for our Enterprise customers. Contact our sales team to learn more about custom solutions tailored to your specific needs.