RiskFindr
How it works

Seven steps, one producer-led workflow

RiskFindr guides you from a defined target market to tracked outcomes — and a licensed producer stays in control the whole way.

  1. Step 1

    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.
  2. Step 2

    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    Business and contact information may be incomplete or outdated.

  3. Step 3

    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.
  4. Step 4

    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.

  5. Step 5

    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.

  6. Step 6

    Add to pipeline

    Move approved prospects into your pipeline and assign the work.

    • Track prospects through stages from discovered to won or lost.
    • Organize campaigns by niche and assign producers.
    • Tasks keep reviews, follow-ups, and meeting prep on schedule.
  7. Step 7

    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.

A human in the loop, by design

RiskFindr is built to make licensed producers faster and better informed — never to replace them. Exposure indicators are for review, not determinations of coverage. Outreach drafts wait for approval. The producer decides who to pursue, what to say, and how to advise.

RiskFindr does not provide insurance, legal, underwriting, or regulatory advice and does not replace licensed insurance producers.

Business and contact information may be incomplete or outdated.

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