Let your AI assistants read RiskAdvisor
Connect RiskAdvisor to Tendersight and let your AI assistants automatically process your entries. 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.
What you can do
Powerful automation capabilities out of the box.
Real-time sync
Changes in RiskAdvisor are reflected in Tendersight within seconds. Always work with the latest entries without refreshing or re-importing.
Smart filtering
Set rules to import only the entries you need. Filter by date, status, keywords, or custom criteria to keep your workspace focused.
Secure connection
Your RiskAdvisor credentials are encrypted end-to-end. We use OAuth where available and never store your passwords. Revoke access anytime.
Batch processing
Import historical entries from RiskAdvisor in bulk. Backfill your AI assistants with past data to improve response quality from day one.
How it works
Get started in three simple steps.
Connect RiskAdvisor
Link your RiskAdvisor account in one click. Secure OAuth authentication — no passwords stored.
Pick your data
Select the RiskAdvisor entries you want flowing into Tendersight. Set up field mappings and import rules.
Automate everything
Sit back as entries from RiskAdvisor are processed, analyzed, and turned into actionable intelligence by your AI assistants.
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