Embedded Risk Management
for Independent Agencies

Differentiate your business in a commoditized market by connecting with your policyholders and providing them tailored risk management solutions.

How it Works

Get Going

Sign up and configure portal branding with your logo then begin inviting policyholders in under 5 minutes.

Start Flowing

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

spotrisk-smiling-people

Keep Growing

Delight your clients by showing you’re a true partner 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.

Reduce premium leakage.

Gain clarity and save time so you can focus on the big picture.

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 automagically. 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

Our mission is to transform the risk management industry by focusing on improving the policyholder experience.

Starter
Solo Independent Agents & Brokers
$249/month + $2/month per policyholder
Up to 5 agency users.
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 & Brokerages
$499/month + $1/month per policyholder
Unlimited agency users.
API access for automations.
Discounted rate per policyholder.
Unlimited policyholders at $1/month per insured.
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 & Wholesalers
$4,999/month + $0.50/ insured
Portal customization services available.
Custom welcome video.
Custom domain name.
Custom Exposure Verification Questionnaires.
White-Glove API Integration Service.
Best rate 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..

Frequently Asked Questions

General Information
Pricing and Plans
Data & Security
Support and Resources

Contact Us

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