How it works
From existing policies to pre-filled applications, without starting from scratch
RiskQuill handles the document reading and form filling. Your producers keep the judgment, the relationship, and the final review.
- 01
Create the account in your customer database
Add the prospect once — business name, contact, website, industry, and address. Everything that follows is filed under that account, so your team always knows where a submission stands.
- 02
Upload the current policies and supporting documents
Declaration pages, full policies, loss runs, schedules, prior applications. PDFs and scans are both fine. Files are stored privately and are only visible to your brokerage.
- 03
RiskQuill identifies policy types and extracts the data
Our agents read each document to determine what coverage is in force — general liability, property, auto, umbrella, workers' comp, and more — then pull limits, exposures, entity details, operations, and payroll or revenue figures. The client's website and any documentation you provide are used to fill in the business profile.
- 04
Acord forms are pre-filled
Extracted data is mapped into the right Acord commercial applications, field by field, with the source of each value tracked so your team can verify it.
- 05
The chat asks for what's still missing
Instead of returning a half-empty form, RiskQuill tells you exactly what it still needs — a driver list, an updated payroll figure, a loss run for year three. You reply in the submission chat and the forms update.
- 06
Download PDFs and submit to carriers
Completed applications come back as downloadable PDFs. You review, sign, and send to your markets. Nothing goes to a carrier without your approval.
What your brokerage sees
Everything lives in your Client Center: a customer database, a submission record for every account you shop, the documents you uploaded, the chat thread, and the finished application PDFs.
Supported forms
The Acord forms RiskQuill fills today
More forms are in development, and we add new Acord types when clients ask for them. Send us a few completed examples and we'll train RiskQuill on the form your brokerage needs.
- ACORD 25
Certificate of Liability Insurance
- ACORD 35
Cancellation Request / Policy Release
- ACORD 36
Agent/Broker Change Request
- ACORD 125
Commercial Insurance Application
- ACORD 126
Commercial General Liability Section
- ACORD 130
Workers Compensation Application
- ACORD 140
Property Section
- More on the wayTalk to us
Need a form we don't cover yet? Clients can request it from the Client Center.