--- title: RiskRevu Reviews meta\_title: 'RiskRevu Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how RiskRevu works for a business like yours. aggregate\_rating: rating\_value: 5.0 review\_count: 4 scale: '5' date\_modified: '2026-06-04' parent\_category: name: Insurance url: https://www.g2.com/categories/insurance --- # RiskRevu Reviews & Product Details RiskRevu transforms agency processes into digital forms to help insurance agents collect the data they need to sell and service insurance. Our platform gives each user their own forms to share and allows them to prefill them with data which saves their clients time. The forms are built by licensed agents and incorporate conditional logic to capture important risk details. The data responses are emailed directly to users after completion and are also stored in the platform. RiskRevu offers three types of forms: 1) Risk Evaluations - gather updated risk information from existing clients (ie. renewal questionnaires). 2) New Policy Forms - gather information from prospects and clients about new insurance needs. 3) Service Forms - streamline data gathering for various insurance service functions (ie. adding a car to a policy). * * * Seller [RiskRevu](https://www.g2.com/sellers/riskrevu) Discussions [RiskRevu Community](https://www.g2.com/products/riskrevu/discuss) Overview by Kurt Thoennessen Show More ## Top-Rated Alternatives [ ![Applied Epic](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Applied Epic") Applied Epic 4.4/5(1,800) ](https://www.g2.com/products/applied-epic/reviews) [ ![AMS360](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "AMS360") AMS360 4.3/5(968) ](https://www.g2.com/products/ams360/reviews) [ ![EZLynx](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "EZLynx") EZLynx 4.4/5(722) ](https://www.g2.com/products/ezlynx-ezlynx/reviews) [ View All Alternatives ](https://www.g2.com/products/riskrevu/competitors/alternatives) ![Gates S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gates S.") GS Gates S. Personal Risk Advisor Small-Business (50 or fewer emp.) 1/19/2022 "Transformative!" 5/5 What do you like best about RiskRevu? RiskRevu has transformed the way that we handle information gathering for new clients, as well as existing clients. Our entire team loves it, it's easy to use, and we save so much time. I highly recommend it to anyone considering using it. Review collected by and hosted on G2.com. What do you dislike about RiskRevu? The only thing I don't love is the format of the information when it comes to us in a PDF. We are used to looking at our own succinct application form - that is a bit more detailed than what's in RiskRevu's form. Review collected by and hosted on G2.com. What problems is RiskRevu solving and how is that benefiting you? We have significantly increased efficiency in our new business information gathering. We were skeptical that HNW clients would fill out an electronic form, but we were wrong. I think they actually prefer it because they can fill it in at their convenience rather than 8am-5pm when we are in the office. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI Verified User in Insurance Small-Business (50 or fewer emp.) 2/3/2022 "Riskrevu is an amazing digital forms platform" 5/5 What do you like best about RiskRevu? Allows agents to be more efficient by having the clients fill out online questionnaires at their own time and helping agents uncover gaps in coverage. Review collected by and hosted on G2.com. What do you dislike about RiskRevu? Nothing, Risk Revu has been simply amazing! Review collected by and hosted on G2.com. Recommendations to others considering RiskRevu: Take your Agency to the next level by using these digital tools that will save you time and ensure that you have accurate info from the client and other parties needed to correctly underwrite and rate Review collected by and hosted on G2.com. What problems is RiskRevu solving and how is that benefiting you? E&O exposure is minimized since clients are personally filling out the questionnaires, speed of processing all types of daily transactions since details are centralized under one dashboard and accessible for future reference Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI Verified User in Insurance Mid-Market (51-1000 emp.) 12/8/2021 "Brilliant!" 5/5 What do you like best about RiskRevu? Risk Revu can significantly improve new business and service workflows beyond what may be evident at first glance. I love the ability to pre-fill what is known about the client/risk and then allow the client to verify and quickly provide what's needed securely. Aside from greatly reducing E&O exposure I love how it makes the info-gathering process transparent, secure and convenient for the client while still maintaining agency branding. Review collected by and hosted on G2.com. What do you dislike about RiskRevu? There's nothing about the product that I dislike. Review collected by and hosted on G2.com. What problems is RiskRevu solving and how is that benefiting you? Reduces inconvenience of coordinating data gathering calls for myself and the client, which allows me to put energy into more productive activities. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic RK Rick K. Small-Business (50 or fewer emp.) 10/20/2020 "Enhances client experience and time!" 5/5 What do you like best about RiskRevu? How simple and user friendly it is for the client or prospect. The questions are asked in a very simple way and then it's aggregated to one location for us on the receiving end to intake effectively. Review collected by and hosted on G2.com. What do you dislike about RiskRevu? It would be nice to link forms to each other so as to not have to re-enter basic info (name, phone number, etc.). Review collected by and hosted on G2.com. Recommendations to others considering RiskRevu: If you are looking to be more efficient and create a unique client experience that separates you from others within the independent insurance industry I highly recommend utilizing the RiskRevu platform. It leverages the best of technology to optimize and enhance the engagement for both the client/prospect and office/agent users. Review collected by and hosted on G2.com. What problems is RiskRevu solving and how is that benefiting you? The biggest help has been the ability to send the link to a prospect to fill out the needed info on their own time and not have do it live on the phone or overwhelm them with emails and questions. It's one spot that i can send them to and then once they answer everything we get what need to get going on our end. It saves a ton of servicing time on our end and creates a unique user experience that prospects and clients don't get with other agents. They often prefer it this way and are used to it with other applications they buy things on. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ### There are not enough reviews of RiskRevu for G2 to provide buying insight. Below are some alternatives with more reviews: [ 1 ![Applied Epic Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic Logo") Applied Epic 4.4 (1,800) Applied Epic enables agencies to manage their property and casualty and benefits business in a single application. ](https://www.g2.com/products/applied-epic/reviews "Applied Epic")[ 2 ![AMS360 Logo](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/ams360.svg "AMS360 Logo") AMS360 4.3 (968) AMS360 is agency management software that enables you to focus on the heart of your business - your customers. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, so you can dedicate more time to your customers and prospects. ](https://www.g2.com/products/ams360/reviews "AMS360")[ 3 ![EZLynx Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_09b4044977e90264fea40d3a76237dcc/ezlynx-ezlynx.png "EZLynx Logo") EZLynx 4.4 (722) EZLynx® is the all-in-one platform independent insurance agencies trust to run smarter, faster, and more efficiently. With built-in tools for rating, policy management, automation, AI-powered insights, retention, and customer self-service, EZLynx brings everything agents need to manage the insurance lifecycle in one intuitive system. For over 20 years, agencies nationwide have relied on our innovation and support to grow their business with confidence. ](https://www.g2.com/products/ezlynx-ezlynx/reviews "EZLynx")[ 4 ![QQCatalyst Logo](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/qqcatalyst.svg "QQCatalyst Logo") QQCatalyst 4.4 (671) QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools. ](https://www.g2.com/products/qqcatalyst/reviews "QQCatalyst")[ 5 ![Jenesis Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_91c1b379a1024b27fd27990c9946f39b/jenesis.png "Jenesis Logo") Jenesis 4.7 (155) Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry. ](https://www.g2.com/products/jenesis/reviews "Jenesis")[ 6 ![BenefitPoint Logo](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/benefitpoint.svg "BenefitPoint Logo") BenefitPoint 4.1 (140) BenefitPoint is a web-based benefits management system that helps HR professionals administer employee benefits. ](https://www.g2.com/products/benefitpoint/reviews "BenefitPoint")[ 7 ![Sagitta Logo](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/sagitta.svg "Sagitta Logo") Sagitta 3.9 (91) Streamline operations and power up profitability in your large agency or brokerage. ](https://www.g2.com/products/sagitta/reviews "Sagitta")[ 8 ![HawkSoft Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_3fc27e3ccc2460aaad21d1245e20d583/hawksoft.png "HawkSoft Logo") HawkSoft 4.8 (84) HawkSoft Client Management System (CMS) is an insurance agency's smart choice to enhance office productivity, profitability, and customer service. ](https://www.g2.com/products/hawksoft/reviews "HawkSoft")[ 9 ![Bridge Insure Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_5f4f09310deb28c61c9ecaf659655077/bridge-insure.png "Bridge Insure Logo") Bridge Insure 4.6 (83) Bridge Insure offers a comprehensive communication platform tailored specifically for insurance agents and brokers, aiming to streamline client interactions, enhance team collaboration, and drive business growth. By consolidating various communication tools into a single, user-friendly interface, Bridge Insure simplifies the management of client relationships and internal operations. Key Features and Functionality: - Unified Communications: Integrates phone, text, chat, video, and VoIP services into one cohesive platform, ensuring seamless interactions with clients and team members. - Advanced Phone System: Provides automation, insightful analytics, and flexibility, including features like CSR and call reports, screen pop-ups, and integration with CRM and AMS systems. - eSignature and Online Faxing: Facilitates fast and secure paperless agreements, allowing users to manage and track documentation conveniently from any location. - Compliance Management: Automates compliance processes, covering standards such as E&O, PCI, FCC, TCPA, CTIA, and TCR, thereby reducing the risk of non-compliance. - Seamless Integrations: Offers advanced integrations with various agency management systems (AMS) and customer relationship management (CRM) tools, enhancing operational efficiency. Primary Value and Solutions Provided: Bridge Insure addresses the common challenges faced by insurance agencies, such as managing multiple communication channels, ensuring compliance, and maintaining efficient workflows. By unifying these essential functions into a single platform, it reduces the complexity and costs associated with using disparate systems. This integration not only saves time but also enhances productivity, allowing agents and brokers to focus more on building client relationships and growing their business. Additionally, the platform's compliance features provide peace of mind by automating regulatory adherence, thereby mitigating potential risks. ](https://www.g2.com/products/bridge-insure/reviews "Bridge Insure")[ 10 ![iLife Technologies Logo](https://images.g2crowd.com/uploads/product/hd_favicon/cddebfc21cfbbadc73d81f22e50053ec/ilife-technologies.svg "iLife Technologies Logo") iLife Technologies 4.7 (78) iLife is the fastest and easiest way for life insurance businesses to build an interactive client experience online. Say goodbye to phone tag and cumbersome paperwork. Say hello to the world’s first and only hub for life insurance agents to brand a microsite, provide quotes in real time, and access CRM functionalities all in one place. ](https://www.g2.com/products/ilife-technologies/reviews "iLife Technologies") [Show More](#) ## Questions about RiskRevu? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about RiskRevu ](https://www.g2.com/products/riskrevu/discussions/new) GU Guest User What is RiskRevu used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-riskrevu-used-for) [ View all Discussions ](https://www.g2.com/products/riskrevu/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/riskrevu/pricing) ##### Categories on G2 [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) ##### Explore More [Which pharmacy management systems support patient counseling workflows for teams of 11-50 people?](https://www.g2.com/discussions/which-pharmacy-management-systems-support-patient-counseling-workflows-for-teams-of-11-50-people)[Which provider data management platforms are most reliable based on reviews from healthcare IT teams?](https://www.g2.com/discussions/which-provider-data-management-platforms-are-most-reliable-based-on-reviews-from-healthcare-it-teams)[Which social media listening tools are actually useful for a brand going through a PR crisis and needing to track sentiment in real time?](https://www.g2.com/discussions/which-social-media-listening-tools-are-actually-useful-for-a-brand-going-through-a-pr-crisis-and-needing-to-track-sentiment-in-real-time) [Which product analytics platforms are genuinely useful for an early-stage startup that needs to validate product assumptions without a full data stack?](https://www.g2.com/discussions/which-product-analytics-platforms-are-genuinely-useful-for-an-early-stage-startup-that-needs-to-validate-product-assumptions-without-a-full-data-stack)[Which EA tools are considered best for application portfolio management and technology rationalization by architects who have actually led a portfolio cleanup project?](https://www.g2.com/discussions/which-ea-tools-are-considered-best-for-application-portfolio-management-and-technology-rationalization-by-architects-who-have-actually-led-a-portfolio-cleanup-project)[What are the most popular payroll software options?](https://www.g2.com/discussions/what-are-the-most-popular-payroll-software-options) [Show MoreShow Less](javascript:void(0);)