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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Active Insights provides valuable intelligence that empowers you to enhance customer retention, optimize loss ratios, and discover new business opportunities. By utilizing Active Insights, you can foresee significant developments within your client portfolio. This tool promotes a hands-on and anticipatory strategy to recognize and grasp the evolving needs of your customers. Timely engagement with your clients fosters the strengthening of existing relationships and the expansion of your portfolio. You will receive notifications for particular events that you choose, which helps guarantee that premiums are aligned with the shifting risks. By refining your communication strategies, you can create more efficient, targeted, and timely outreach to customers. Active Insights effectively correlates life events with the policies in your portfolio, alerting you to crucial changes that may affect both your clients and your business operations. Tailored updates provide an in-depth understanding of your portfolio, equipping you with the necessary insights to prioritize client needs and manage risk effectively while paving the way for future growth opportunities. This multifaceted approach ultimately leads to a more successful and sustainable business model.

Description

Built by people with 20+ years in insurance, RiskVille gives MGAs, brokers, carriers, captives and claims handlers one cloud platform, from first quote to renewal and claim. Automate renewals, invoicing, reminders and reporting. Turn your own Excel rating into an automated quoting engine, generate branded policy documents with merged underwriting data, and send BDX and carrier reports on a schedule. Request and compare quotes from multiple carriers, log billable hours, and manage claims from first notice to close with AI-assisted reserving. Every email and document is linked to the right client, policy or case. Partners and policyholders get secure portal logins with permissions down to document level. Data is hosted on Microsoft Azure, GDPR compliant and audited by Grant Thornton. Ledger sync with e-conomic, Business Central and QuickBooks. No developers needed to add product lines, workflows or templates, and pricing is based on users with no hidden fees.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Aspose.PDF No 
Chatra No 
Dinero No 
Equisoft/manage Yes 
Microsoft Dynamics 365 Business Central No 
Microsoft Outlook No 
OpenAdapt Yes 
QuickBooks Accountants No 
SendGrid No 
Taktile Yes 

Integrations

Aspose.PDF Yes 
Chatra Yes 
Dinero Yes 
Equisoft/manage No 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Outlook Yes 
OpenAdapt No 
QuickBooks Accountants Yes 
SendGrid Yes 
Taktile No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

€900 per month
Transparent license based on number of users. Implementation, training, hosting and support included. No hidden costs and no extra charge for customization.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

LexisNexis

Country

United States

Website

risk.lexisnexis.com/products/active-insights

Vendor Details

Company Name

RiskVille

Country

Denmark

Website

www.riskville.com

Product Features

Product Features

Insurance Agency Management

Claims Management Yes 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating Yes 
Life & Health No 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

Insurance Claims Management

CRM Yes 
Claims tracking Yes 
Customer portal Yes 
Document management Yes 
EDI data exchange integrations Yes 
Electronic claims Yes 
Fraud management No 
Reporting Yes 

Insurance Underwriting and Rating

Broker / Agent Portal Yes 
Carrier Upload No 
Commercial Lines No 
Comparative Insurance Rating Yes 
Customer Portal Yes 
For Casualty Insurance No 
For Health / Medical Insurance No 
For Life Insurance No 
For Personal Insurance No 
Multi-State No 
Multiple Line Rating Yes 

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