Risk Advisor integration
RiskAdvisor is the all-new smart-form software for insurance agencies that empowers your producers and virtual assistants, while making your agency more commission, and reducing your E&O exposure.
What your agents can do with Risk Advisor
5 pre-built Risk Advisor tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Update Client
Updates an existing in RiskAdvisor.
Create Risk Profile
Creates a risk profile in RiskAdvisor.
Create Client
Create a new client in RiskAdvisor.
Triggers (2)
New Client Created
Emit new event each time a new client is created in RiskAdvisor.
Client Updated
Emit new event each time a client is updated in RiskAdvisor.
Set up Risk Advisor in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Risk Advisor account
In Relevance AI, open Integrations and add Risk Advisor, then paste your API Token. You will find it in your Risk Advisor account settings.
Use Risk Advisor in an agent
Create a tool, add a Risk Advisor tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Risk Advisor to work in your agents
Connect Risk Advisor alongside 1,800+ other integrations and let your agents run the busywork.