MGA / Insurance Agency, look no further – RiskVille provides the full platform in the cloud.
As we have highlighted before, RiskVille offers a comprehensive 360-degree platform for nearly any risk- or insurance-related business. It is available off the shelf and can be tailored using built-in tools. Our diverse client portfolio demonstrates this, and below you will find an overview of the key features of our solution.
Valuable features for an MGA or Agency
A growing number of MGAs and agencies use RiskVille not only for CRM, document management, and email handling, but also to automate day-to-day tasks such as quoting, policy issuance, and billing. Here are a few of the most timesaving and efficiency-enhancing features for these businesses:
- Easy to build and adjust new product lines with quoting and rating models.
- Automated policy generator and issuance.
- Automated billing, for renewals as well as midterm changes.
- Integration to general ledger.
- Claims module.
- Reporting.
The Plug, Customize & Play solution
Our open API includes nearly 700 endpoints, highlighting the breadth of functionality available. The matrix below summarises these capabilities and shows which insurance business types they are most relevant to.
If it seems extensive at first, don’t worry. RiskVille is designed to grow with your business, allowing you to start with core CRM and the most valuable features, then expand over time as your needs evolve.
RiskVille is not a rigid one-size-fits-all solution. The platform can be tailored to your exact needs without coding, using built-in configuration tools.
