Top 10 Risk Explorer Alternatives & Competitors

Top 10 Alternatives to Risk Explorer Recently Reviewed By G2 Community

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Indio
By Indio Technologies
4.6/5
(131)
Product Description
Exceed client expectations, drive efficiency and free your teams to focus on solving clients' key risk issues
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Categories in common with Risk Explorer:
Other Insurance

Zocks
By Zocks
4.8/5
(123)
Product Description
Meeting Assistant for Financial Advisors
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Categories in common with Risk Explorer:
Other Finance

ImageRight
By Vertafore
4.4/5
(112)
Product Description
ImageRight helps align all of your resources for increased productivity. That means every employee knows exactly what they are supposed to do, when they are supposed to do it, and where the work sits within your insurance business.
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Categories in common with Risk Explorer:
Other Insurance
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Joist
By EverPro
4.1/5
(31)
Product Description
Joist is a comprehensive mobile and web application designed specifically for contractors to streamline their business operations. It enables professionals to create detailed estimates and invoices, accept payments, and manage projects efficiently from any location. By integrating essential tools into a single platform, Joist helps contractors save time, enhance professionalism, and accelerate payment processes. Key Features and Functionality: - Estimates: Quickly generate professional estimates, allowing contractors to win more clients on-the-spot. - Invoices: Customize and send professional invoices with ease, featuring company logos and personalized messages. - Payments: Accept online payments via credit card, debit card, or eCheck, facilitating faster transactions and reducing the need for in-person collections. - Client Management: Securely store and access client information from any device, ensuring efficient communication and record-keeping. - QuickBooks Sync: Automate bookkeeping by syncing jobs and clients with QuickBooks Online accounts. - Homeowner Financing: Offer financing options to clients, increasing the likelihood of winning jobs and upselling services. Primary Value and Solutions Provided: Joist addresses common challenges faced by contractors, such as time-consuming paperwork, delayed payments, and client management inefficiencies. By offering a unified platform for estimating, invoicing, and payment processing, Joist empowers contractors to: - Save Time: Complete administrative tasks on-site or on-the-go, reducing the need for after-hours paperwork. - Win More Jobs: Deliver prompt and professional estimates, increasing the chances of securing projects. - Get Paid Faster: Simplify the payment process for clients, leading to quicker payments and improved cash flow. With over 1.3 million contractors utilizing the platform and processing transactions exceeding $85 billion, Joist has established itself as a trusted solution in the contracting industry.
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Categories in common with Risk Explorer:
Other Finance

BBVA Customer API
By BBVA
4.4/5
(29)
Product Description
Our Customer API allows you to register customers in our bank core so that you can offer them accounts, payments, cards and other white label banking products.
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Categories in common with Risk Explorer:
Other Finance

Applied CSR24
By Applied Systems
4.2/5
(22)
Product Description
Applied CSR24 is a cloud-based customer self-service software designed for insurance agencies and brokerages to provide clients with 24/7 access to their insurance information. This platform enables policyholders to view policy details, submit claims, make payments, and access important documents through a branded online portal and mobile application. By offering these self-service capabilities, agencies can enhance client satisfaction, build loyalty, and differentiate themselves in a competitive market. Key Features and Functionality: - Mobile App Access: Clients can manage their insurance needs on the go via the Applied MobileInsured app, ensuring convenience and flexibility. - Virtual Assistant for Claims Management: An automated chatbot guides users through the claims submission process, providing a quick and conversational experience. - Document Management: Agencies can customize the documents each client receives, tailoring information to individual needs. - Policy Management: Clients have the ability to request policy changes directly through the platform, which syncs seamlessly with the agency's management system. - Branded Portal and Mobile App: Agencies can customize the portal and app to reflect their brand identity, reinforcing their role as trusted advisors. - Premium Certificate Processing: Integration with the management system eliminates duplicate data entry, streamlining the issuance of certificates. - 24/7 Call Center Support: The platform supports around-the-clock customer service without the need for continuous staffing, as operators can handle inquiries and process claims at any time. - Self-Service Portal Analytics: Agencies can monitor which features clients use most, allowing for targeted improvements to the customer experience. - Payment Processing: Clients can pay their direct-billed policies in one place, simplifying the payment process. Primary Value and Solutions Provided: Applied CSR24 addresses the modern consumer's expectation for immediate and convenient access to services. By enabling clients to self-serve their insurance needs anytime and anywhere, agencies can: - Enhance Client Satisfaction: Providing 24/7 access to policy information and services meets clients' demands for convenience, leading to higher satisfaction levels. - Increase Operational Efficiency: Automating routine tasks and reducing manual administrative work allows staff to focus on revenue-generating activities and personalized client interactions. - Strengthen Client Loyalty: Offering a consistent, branded experience across multiple channels fosters trust and loyalty, encouraging clients to remain with the agency. - Differentiate in the Market: By adopting advanced self-service technology, agencies can stand out from competitors and attract tech-savvy clients seeking modern solutions. In summary, Applied CSR24 empowers insurance agencies to meet the digital demands of today's consumers, streamline operations, and build stronger client relationships through a comprehensive self-service platform.
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Categories in common with Risk Explorer:
Other Insurance

Policy Bazaar
By Policy Bazaar
4.1/5
(22)
Product Description
Policybazaar brings unbiased comparison of #financial services from all major #insurance companies to our customers.
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Categories in common with Risk Explorer:
Other Insurance

BBVA Payments API
By BBVA
4.6/5
(22)
Product Description
Start sending and receiving money today with our secure transfer fund capabilities that will grow your business and attract more customers.
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Categories in common with Risk Explorer:
Other Finance

Cascade Debt
By Cascade Debt
5/5
(21)
Product Description
Debt is complicated - Cascade makes it easy. An all-in-one platform purpose built to help companies around the world prepare for, raise, and manage debt from institutional investors. We help companies leverage asset-backed debt facilities, venture debt, on-balance sheet loans, securitizations, and more as an avenue to smart growth.
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Categories in common with Risk Explorer:
Other Finance

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