Risk Management Content
for |

Differentiate your business with a private-label risk management portal, automatically tailored to your policyholders’ specific needs.

How it Works

Setup

Sign up for a free trial and configure your private-label portal with your logo then begin inviting policyholders in under 5 minutes.

No demo calls, no setup fee, no bullsh*t.

Invite Policyholders

Give your policyholders the full-service experience where SpotRisk automatically provides your insureds with tailored risk management content, training videos, safety programs and AI tools which are tailored to their class of business.

Increase Retention

Help retain your insureds by showing you’re a risk expert helping to safeguard their business, not just an average agent selling a policy. Stand out to carriers as a proactive producer focused on delivering quality risks.

Agency Benefits

Delight your policyholders to improve retention & win more business.

Private-Label Branding

Personalize your SpotRisk portal in under a minute by simply uploading your logo for private-label branding. Your company branding carries over to everything your policyholders see including the dashboard, courses and email drip-campaign content.

Low-Touch & Self-Service

Easily invite or bulk import policyholders and select their business class then let the system handle the rest automatically. We believe in keeping things as simple as possible so that you can focus on growing your business.

Increase retention & delight customers

Enhance policyholder engagement and stickiness by delivering value-added services that safeguard their business to prove your expertise beyond the typical insurance agency approach.

Tracking and Certificate Verification

Keep track of your insureds’ status with comprehensive visibility into their engagement levels and training completion, ensuring you always know where they stand throughout the policy lifecycle.

Stand Out with Carrier Partners

Enhance the risk profile of your book of business by providing evidence of leading training for policyholders with verifiable safety training certificates, allowing you to thrive in the hard market and stand out to carrier partners.

Data Ownership

Enjoy complete control over your data with the SpotRisk Platform. You’re free to export all your information anytime you want with just a single click. Unlike many agency systems, we will never hold your data hostage.

Policyholder Features

Engage & Educate Your Policyholders with Customized Risk Management Content

Safety Training Videos

Improve your policyholders’ safety awareness with an online training course featuring high-quality videos which are automatically tailored to their business class.

Drip-Fed Content

Automatically enroll your policyholders in a branded email series, delivering safety content tailored to their business class to strengthen your relationship.

OSHA Safety Program Templates

Policyholders receive access to a library of OSHA safety program templates via the dashboard, enabling them to develop and implement their own safety initiatives.

Free Employee Training

The SpotRisk platform allows policyholders to invite all their employees to safety training and track their progress in real-time as another free benefit.

AI Tools

The policyholder dashboard offers free access to SpotRisk’s custom ChatGPT model, saving time on emails, marketing content, social media posts, and risk management materials.

Safety Meetings & Toolbox Talks

Policyholders receive free access to a comprehensive library of safety meeting templates and toolbox talks relevant to their business class, aiding in the development of their safety culture.

Testimonials

Pricing

Starter
Solo Independent Agents
$147/month
Up to 50 active policyholders.
Private-Label Branding.
Simple self-service platform.
Safety content for 200+ SME Class Codes.
Safety training tailored to policyholder’s LOB.
Free safety training for policyholder’s employees.
Engagement tracking & training verification.
Branded Email drip-content for policyholders.
OSHA Safety Program Templates.
Safety meeting & toolbox talk templates.
Growth
Retail Agencies
$297/month
Up to 150 active policyholders.
Discounted rate per policyholder.
Invite up to 10 Agents within your Agency.
All the features from Starter Plan.
Pro
Growing Agencies & Wholesalers
$497/month
Up to 500 active policyholders.
Lowest cost per policyholder.
Private-Label Branding
Simple self-service platform.
Safety content for 200+ SME Class Codes.
Safety training tailored to policyholder’s LOB.
Free safety training for policyholder’s employees.
Engagement tracking & training verification.
Branded Email drip-content for policyholders.
OSHA Safety Program Templates.
Safety meeting & toolbox talk templates..
Enterprise
Carriers, MGA’s & Program Administrators
Starting at $2,497/month
Custom pricing and unlimited policyholders, plus:
White-Glove API Integration Service.
Custom welcome video.
Custom domain name.

Frequently Asked Questions

General Information
Pricing and Plans
Data & Security
Support and Resources

Contact Us

Scroll to Top