Embedded Risk Management
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Differentiate your agency in a commoditized market by giving your policyholders tailored risk management content.
How it Works
Setup
Sign up and configure your private-label portal with your logo then begin inviting policyholders in under 5 minutes.
No demo calls, no setup fee, no sales pitch and no non-sense!
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
Make your Agency Stand Out with Tailored Risk Management for Your Policyholders
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
SpotRisk delivers innovative design and analytics, empowering users to enhance their risk management performance effectively.
The platform has provided us with a stellar and consistent outcome across our territory, accelerating us into a base consistency we had been working towards.”
Pricing
Starter
Solo Independent Agents
$147/month
Growth
Retail Agencies
$297/month
Pro
Growing Agencies & Wholesalers
$497/month
Enterprise
Carriers, MGA’s & Program Administrators
Frequently Asked Questions
General Information
Pricing and Plans
Data & Security
Support and Resources
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