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Product overview
Everything between a target market and a signed account — discovery, AI-assisted research, exposure indicators, fit scoring, and outreach — in one workflow, with a licensed producer reviewing every result.
See it in action
Click through the surfaces producers use every day — from a populated dashboard to a researched prospect and a producer-ready draft.
Good morning, Jordan
9 high-fit prospects need a producer's attention
Discovery
Define a target market by industry, geography, size, and keywords. RiskFindr surfaces matching commercial businesses so producers start from a focused list instead of a cold one.
Research workflow
An AI research agent searches and reads each company's public footprint step by step, then assembles a working profile with every claim tied to a source — a head start for the producer, not a replacement for their judgment.
What the research covers
Every step grounded in public information, with sources attached.
Discovery
Match the business against your target criteria.
Website read
Pull working details from the company's public web presence.
Business summary
Compile a plain-language profile: services, customers, locations.
Opportunity signals
Flag notable, source-backed indicators worth a conversation.
Exposure indicators
Surface possible exposure indicators for producer review.
Fit scoring
Score the prospect against your agency appetite.
Outreach drafts
Generate personalized outreach grounded in real facts.
Producer review
Everything routes to a licensed producer to accept or dismiss.
Exposure indicators
RiskFindr highlights exposure indicators that may be worth reviewing, based on available business information. Each indicator includes why it matters, questions for the producer, and the sources behind it.
Possible exposure indicators are generated from available business information and are intended for licensed producer review. They are not a determination of coverage needs.
Fit scoring
A single fit score helps producers prioritize, broken down into dimensions tuned to your agency. The score is a prioritization aid — the producer decides who to pursue.
Agency fit score
Prioritization aid for producers
Outreach & approval
Generate personalized cold emails, follow-ups, call openers, and meeting prep grounded in the prospect's real details. Nothing is sent automatically — drafts route to a licensed producer for review.
AI-generated outreach must be reviewed and approved by a licensed producer before use.
Pipeline, goals & tasks
Move prospects through pipeline stages, track win/loss outcomes, set producer goals, and keep the tasks that move deals forward in one place.
Reports
Understand discovery volume, research throughput, pipeline value, and outcomes so you can refine your target markets over time.
Book a demo and we'll walk through discovery, research, and outreach for a target market you choose.
Book a Demo