Broker

Every client, contact and interaction lives in one customizable view with RiskVille’s broker CRM, instead of scattered spreadsheets and inboxes. Pull up policy history, correspondence and renewal dates for any account the moment you open it.

RiskVille’s insurance management tools bring every policy you administer into a single system, with a clear view of its status from quote to renewal. No more toggling between carrier portals just to check where a policy stands.

Built-in time tracking lets your brokerage log and manage billable hours against clients and policies as work happens, not at the end of the week. It’s one less standalone tool to pay for and reconcile.

Every client document, letter and email stays tied to the right policy and account in RiskVille, searchable in seconds rather than scattered across shared drives and inboxes. Mail integration logs correspondence automatically securing compliance and transparency across your team without filing anything by hand.

RiskVille’s RFQ tool lets you request and compare quotes from multiple carriers side by side, so you can place business faster and show clients you’ve found the best terms. What used to mean chasing emails becomes one structured workflow.

RiskVille’s risk management module helps brokers capture, structure and monitor the underwriting information that matters most for each client’s risk profile. It keeps that data organized and ready the next time a client.

Give clients and third parties their own secure login to RiskVille, with permissions you control down to the document. It’s self-service access to policies and files, without handing over more of your system than you intend to.

Policy and billing data should stay in sync with your books. RiskVille connects natively to e-conomic, Microsoft Business Central and QuickBooks, the general ledger systems most brokerages already run. On a different system, we’ll build that connection so nothing has to be entered twice.