Agency / MGA

Every insurance product gets its own fully customizable quoting engine in RiskVille - built by you in Excel, automated end-to-end by the platform. Combine underwriting details with risk assessment data, and you get accurate, instant quotes at the click of a button.

RiskVille’s automated policy generator creates and issues branded policy documents in one click, pulling underwriting details and merge fields straight from RiskVille’s CRM. Built-in email lets you send and receive every policy-related message inside the platform, with correspondence stored automatically on the client record.

MGAs and agencies that have many small accounts get invoicing off their plate the moment a policy is bound - RiskVille’s invoice robot handles renewals, midterm changes and new business alike, automatically. Less manual admin, more consistent billing, without adding headcount.

Finance shouldn’t have to re-enter what underwriting already captured - RiskVille connects out of the box to e-conomic, Microsoft Business Central and QuickBooks. Run a different system? Our team will build that integration around your existing setup instead of asking you to change it.

Coming Fall 2026: MGAs get a self-serve storefront for their own programs - customers get a quote and bind on the spot, while RiskVille quietly creates the client, product and underwriting record behind the scenes.

BDX RiskVille’s automated reporting delivers the reports you need on the schedule you set, including full BDX reporting. Build exactly the report your carriers require with the built-in Report Designer - no more chasing data by hand to meet a delivery deadline.