RiskAdvisor
RiskAdvisor is the all-new smart-form software for insurance agencies that empowers your producers and virtual assistants, while making your agency more commission, and reducing your E&O exposure.
Go to siteRiskAdvisor API Integrations
Build and run workflows using the RiskAdvisor API. Use 1000s of source-available triggers and actions across 2,000+ apps. Or write custom code to integrate any app or API in seconds.
Overview#
The RiskAdvisor API offers a way to integrate insurance advisory services into your applications seamlessly. By leveraging this API within Pipedream, you can automate the process of obtaining insurance quotes, processing claims, and providing personalized insurance advice. Pipedream's serverless execution environment allows you to create workflows that react to various triggers (such as webhooks, emails, or schedules) and interact with the RiskAdvisor API to carry out tasks without manual intervention. This can streamline operations for insurance agencies, fintech apps, or any business that needs to integrate insurance-related services.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
riskadvisor: {
type: "app",
app: "riskadvisor",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.riskadvisor.insure/api/clients`,
headers: {
Authorization: `Bearer ${this.riskadvisor.$auth.api_token}`,
},
})
},
})
Choose an API to Connect with RiskAdvisor API#
1-24of2,000+apps by most popular
Example Use Cases#
Automated Insurance Quote Generation: Create a workflow that triggers when a customer submits a form on your site. Collect the data and send it to the RiskAdvisor API to get an insurance quote, then email the quote to the customer and save it to a Google Sheet for tracking.
Claims Processing Automation: Set up a workflow that kicks off when a customer files a claim via your app. Use the RiskAdvisor API to submit the claim details, and then connect to a CRM like Salesforce to update the customer's record with the claim status.
Periodic Insurance Advice Newsletter: Build a workflow that runs on a schedule to fetch the latest insurance advice using the RiskAdvisor API. Format the advice into an email-friendly layout and send a newsletter to subscribers through an email service like SendGrid or Mailgun.
Popular RiskAdvisor Integrations#
Popular RiskAdvisor Triggers#
Emit new event each time a client is updated in RiskAdvisor. See the documentation
Emit new event each time a new client is created in RiskAdvisor. See the documentation
Popular RiskAdvisor Actions#
Creates a risk profile in RiskAdvisor. See the documentation
Authentication#
RiskAdvisor uses API keys for authentication. When you connect your RiskAdvisor account, Pipedream securely stores the keys so you can easily authenticate to RiskAdvisor APIs in both code and no-code steps.