Seven steps, one producer-led workflow

Define your target

Tell RiskFindr what a good account looks like for your agency.

• Set the industries, geographies, and account sizes you want to write.
• Add keywords and exclusions to sharpen the market.
• Save the search and re-run it as your appetite changes.

Find businesses

Surface commercial businesses that match your target market.

• RiskFindr returns matching businesses with a preliminary fit score.
• Triage the list quickly instead of starting from a cold list.
• Send the prospects you want into research.

Business and contact information may be incomplete or outdated.

Research prospects

AI-assisted research builds a working profile from public information.

• A structured workflow compiles services, customers, locations, and signals.
• Every detail is drawn from publicly available information with sources.
• The result is a head start for the producer — not a final answer.

Review possible exposures

See exposure indicators that may be worth a conversation.

• Each indicator includes why it matters and questions for the producer.
• Source evidence and a confidence level accompany every indicator.
• Accept or dismiss each one — the producer makes the call.

Possible exposure indicators are generated from available business information and are intended for licensed producer review. They are not a determination of coverage needs.

Generate outreach

Draft personalized outreach grounded in the prospect's real details.

• Choose the type and tone — cold email, follow-up, call opener, and more.
• Personalization facts are shown so you know what the draft is based on.
• Nothing is sent until a licensed producer reviews and approves it.

AI-generated outreach must be reviewed and approved by a licensed producer before use.

Add to pipeline

Move approved prospects into your pipeline and assign the work.

• Track prospects through stages from discovered to won or lost.
• Set team goals and see every producer's progress.
• Tasks keep reviews, follow-ups, and meeting prep on schedule.

Track outcome

See what converts and refine your target markets over time.

• Understand discovery volume, pipeline value, and conversion.
• Learn which niches and signals lead to real opportunities.
• Adjust your searches and repeat the loop.