G2

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.