AI Optimization for Insurance Agencies
Built for commercial producers. Not a replacement—a force multiplier.
RiskFindr Dashboard
Apex Metal Fabrication, Inc.
Metal Fabrication · Chicago, IL · ~85 employees
Fit: 94
LIKELY RISK EXPOSURES
Property
General Liability
Workers’ Comp
Commercial Auto
Cyber
AI-GENERATED OUTREACH
Subject: Helping protect your metal fabrication operations
Hi [First Name], I noticed Apex Metal Fabrication has expanded operations into secondary processing. Businesses in your space often have significant property, WC, and liability exposures that evolve quickly…
THE PROBLEM
Manual Prospect Research
Producers spend hours on Google, LinkedIn, and websites trying to find and understand potential clients.
Poor Lead Quality
Without proper scoring, producers waste time chasing prospects that are a poor fit for their book of business.
Generic Outreach
Copy-paste emails and cold calls with no context lead to low response rates and missed appointments.
Inconsistent Follow-Up
Without a structured workflow, promising prospects fall through the cracks and revenue opportunity is lost.
HOW IT WORKS
1
Define Your Target Market
Tell RiskFindr your agency’s focus — industry, size, geography, and appetite.
2
AI Discovers Matching Businesses
The AI scans business data to surface companies that match your defined target profile.
3
AI Researches Operations & Exposures
RiskFindr analyzes each business to identify operations, revenue, and likely risk exposures.
4
Producers Receive Ready-to-Send Outreach
Personalized email drafts and call scripts, tailored to each prospect’s specific business.
PRODUCT FEATURES
Prospect Discovery
AI uncovers businesses that match your agency’s target profile using enriched business data.
AI Business Research
Deep analysis of operations, headcount, revenue signals, and public information for each prospect.
Risk Exposure Analysis
Surface likely insurance needs based on industry and operational patterns — reviewed by producers before use.
Prospect Fit Scoring
Each business receives a fit score against your agency’s target appetite so producers focus on the right accounts.
Personalized Outreach
AI-generated emails and call scripts tailored to each business’s specific operations and risk profile.
CRM-Ready Export
Export prospect data, research summaries, and outreach copy directly to your CRM or spreadsheet.
SAMPLE REPORT
ABC Manufacturing Co.
Fit Score: 91
Strong aligns with agency appetite
INDUSTRY
Contract Manufacturing
LOCATION
Milwaukee, WI
EMPLOYEES
~120 employees
EST. REVENUE
$12–18M annually
POSSIBLE EXPOSURES
Property
General Liability
Workers’ Comp
Commercial Auto
Cyber
AI-GENERATED OUTREACH EMAIL
To: contact@abcmfg.com
Subject: Protecting what keeps ABC Manufacturing running
Hi Sarah,
I was looking at ABC Manufacturing’s operations in Milwaukee and noticed you’ve expanded into precision components for the automotive sector — that’s a meaningful operational shift that often introduces new property and liability exposures.
I specialize in working with manufacturers in your revenue range, and I’d love to share how other companies like yours are managing those risks.
Best, [Producer Name]
All risk exposure suggestions are AI-generated for producer preparation and require professional review before use with any client.
USE CASES
Commercial Agencies
Scale prospecting without adding headcount. Equip your team with research-ready leads.
Independent Brokers
Compete with larger shops by arriving to every call more prepared than the other broker.
Agency Sales Teams
Give your whole team a consistent, structured workflow from first touch to booked appointment.
New Producers
Get up to speed fast. RiskFindr gives new producers the knowledge that usually takes years to develop.
Niche-Focused Agencies
Tell RiskFindr your specialty and it will filter for businesses that match your appetite exactly.
PRICING
Start with a pilot. Scale as you grow. No long-term contracts required.
Pilot
$299
one-time
Perfect for testing RiskFindr with a small batch of prospects before committing to a subscription.
20 prospect reports
AI outreach drafts
CSV export
Book a Demo
Most Popular
Growth
$799
/ month
For growing agencies ready to operationalize prospecting at scale with consistent output.
Unlimited prospects
Full AI research & scoring
CRM export + outreach
Book a Demo
Pro
$1,500
/ month
For high-volume agencies and producers running multi-team commercial sales operations.
Everything in Growth
Team management
Priority support
Book a Demo
Enterprise
Custom
Custom pricing for multi-office agencies, aggregators, or enterprise carriers with specific integration needs.
Custom seat count
Dedicated onboarding
SLA & integration support
Contact Us
ABOUT RISKFINDR
Producer-First
All AI outputs are starting points. Producers review every exposure suggestion and outreach draft before use.
Transparent AI
RiskFindr clearly identifies what is AI-generated so producers can apply their professional judgment confidently.
Compliance Ready
Exposure suggestions are educational tools for licensed producers, never recommendations for clients.
RiskFindr — AI Optimization for Insurance Agencies
RiskFindr
AI Optimization for Insurance Agencies.