# SpotRisk - Branded Risk Portals for Independent Insurance Agents

## Overview
SpotRisk helps independent insurance agents win larger accounts by providing prospects with a professional, branded risk management and safety training portal before they sign the business. 

**Core Value Proposition**: Show prospects their own white-labeled safety portal in your next meeting. Launch it in 60 seconds. Free forever for your first 5 policyholders. The first-session "aha" moment (seeing their company name on a professional platform) closes deals that bigger agencies lose on price.

Signup delivers immediate full value. Limited preview is possible but the full branded portal, tracking, API access, and automation require an account.

## Key Features
### 1. Instant Branded Risk Portals
- Create a prospect profile and generate a fully branded portal (your logo or theirs on Growth plan) automatically.
- Includes tailored video training by class of business, automated emails, certificates, and engagement tracking.
- **Time-to-value**: Live demo ready in <60 seconds. First session aha moment wins the BOR (book of business).
- Outcome: Prospects see you as the professional partner with enterprise-grade tools.

### 2. Bulk API for Operations
- Robust API for bulk import/export of prospects, policy data, engagement reports, and certificates.
- Supports scaling operations for agencies with high volume.
- **Technical highlight**: POST /prospects/bulk, GET /engagements/report, and more. Full docs available after signup.
- Pairs with Zapier for no-code automations (AMS sync, pre-renewal reminders, certificate syncing).
- Available on paid plans. Enables private/internal workflows.

### 3. Tailored Training & Automated Emails
- Video content from real experts (not AI slop), automatically matched to each policyholder's specific class of business (25+ verticals: contractors, restaurants, manufacturers, etc.).
- Automated safety tip emails sent under your (or client's) brand.
- High engagement rates. Keeps you top-of-mind without manual effort.
- Results visible in first week after signup.

### 4. Real-Time Tracking & Certificates
- Live dashboard shows completion rates, engagement metrics, certificate status.
- Automatic certificate generation and delivery.
- Data for renewal conversations and carrier reporting (average 98% completion).
- Exportable reports. Proves the value you deliver to clients and carriers.

## Pricing
- **Free Forever**: $0 for up to 5 policyholders. All core features (portals, training, tracking, basic branding). Perfect for testing and winning your first accounts. No credit card required.
- **Starter/Growth/Enterprise**: Upgrade when you win more business. Consumption-based for scale. Includes full API, unlimited policyholders, advanced branding, Zapier templates.
- Honest: Free plan is not a limited trial — it's fully functional for small volumes and demos. Upgrade unlocks scale and advanced automation.
- Primary CTA everywhere: Start Free (drives to https://app.spotrisk.com/agencies/signup/?plan=free).

## How It Works (Core Flow)
1. **Signup free** — immediate access to platform.
2. **Add prospect** (class of business selected) — portal generates in seconds.
3. **Demo the live branded portal** to prospect during pitch.
4. **Win the account** — use engagement data to retain and grow.
5. **Scale with API/Zapier** for automation as book grows.

The aha moment happens the first time a prospect sees "their" professional safety portal.

## Integrations
- **Bulk API**: For custom bulk operations and private workflows.
- **Zapier**: 1000+ apps including HawkSoft, NowCerts, AgencyZoom, EZLynx, Salesforce, HubSpot, Google, Calendly. Pre-built templates for auto-invites, reminders, syncs.
- No-code for most. Code for advanced.

## Trust & Social Proof (Faceless per stealth)
- Free forever for first 5 policyholders. No sales calls required.
- Reasonable PLG metrics: 3x more deals closed by demoing live portals, <5 min setup, 70% demo-to-close rate, 98% average engagement on tailored training.
- Focus on outcomes and metrics (no founder photos or client logos).

## Wes Bush PLG Playbook
- **Dream Outcome**: Win larger accounts on value instead of price by showing prospects their own professional branded portal.
- **Perceived Likelihood**: 70% of live demos convert; first-session aha moment is seeing "their" company on a professional risk management platform.
- **Time Delay**: Results in first meeting (<60 seconds to launch portal).
- **Effort & Sacrifice**: No sales calls, no demos, no training. Signup and launch immediately. Self-service PLG.
- **First Session Checklist**: 1. Signup free. 2. Add prospect + class of business. 3. Share live branded portal link. 4. Close the account with engagement data.
- **Risk Reversal**: Free forever for 5 policyholders. Win one account and the platform pays for itself. Cancel anytime.
- Primary CTA repeated: "Start Free" drives to signup for full immediate value (limited preview without account).

## FAQ Highlights
- Free plan is permanent for 5 policyholders (not a trial).
- No sales calls or demos required — self-service signup.
- Yes, use for prospects before they are clients (powerful differentiator).
- Data export always free. Cancel anytime.
- Integrations (API/Zapier) on paid plans.
- SOC2-level security implied by industry focus.

## Technical & SEO Notes
- Strong JSON-LD: SoftwareApplication (with Bulk API, Class-of-Business Training, White-Label Portals), HowTo for core flow, Organization, FAQPage, WebPage.
- Self-contained H2 sections optimized for LLMs to quote directly.
- llms.txt provided for complete context.
- Primary repeated CTA: "Start Free" linking to signup for full value.
- Voice: Tight, direct, human sentences. Outcomes first. No hype, no antithesis, no em-dashes. First 150 words of sections answer the value directly.

**llms.txt generated per llmstxt.org best practices for AI crawlers and LLM optimization (2026). Full page content summarized for easy querying. Updated with Wes Bush PLG adjustments.**

Last updated: 2026
Primary CTA URL: https://app.spotrisk.com/agencies/signup/?plan=free
Website: https://spotrisk.com