What’s inside Risk Toolkit
A modular toolkit: choose the tools that make sense for the way you work, and change your mind later. Fact finds, needs analysis, RiskAssessor for pre-assessment with insurers, and an engagement pack of smaller tools to use with your clients and your referral sources.
Fact find
Collect client information and fact finds, simply and securely. Clients complete a guided form; you receive a clean, complete record every time.
Needs analysis
Clear, defensible insurance needs analysis. A structured process you and your client work through together, with an output they can actually understand.
RiskAssessor
Health and occupation questions answered up front, so underwriting surprises turn up before the application does, not after it. Then ask an insurer anonymously, with a coded pre-assessment an underwriter can actually answer.
Engagement pack
Five small tools that start conversations: Is it time to review your cover?, Will my super cover me?, REAL Position, Advice fee deductibility and Super impact projection. Share a link, and whoever answers comes back to you as a lead.
With every plan
Client records Included
Your client list, their details, their documents, and importing details straight from a statement of insurance or an existing fact find.
Integrated Research Included
Connect your LifeRisk Online subscription for product research and actual quotes direct from insurers, kicked off from the client record you’ve already built.
Built for how advisers work
Fewer stumbling blocks. Better outcomes for the clients you’re there to help.
Consistent, client-ready records
Every fact-find and analysis is captured cleanly, in the same format, every time. No gaps. No chasing missing details.
A clearer client experience
Clients see a guided, professional process, not a stack of forms and PDFs. That matters when you’re asking them to trust your advice.
White-labelled to your practice
Clients interact with your brand, not ours. Every touchpoint in the toolkit carries your practice identity.
More time with clients
When the process takes care of itself, the conversation opens up. Spend your time advising, not administering.
Pay for the tools you use.
One price per practice, whichever tools you pick, and you can change which tools whenever you like. Client records come with every plan. No per-client fees.
incl. GST
Every tool currently in the toolkit
Get started Get started- Client records, and importing details from documents, come with every plan
- Swap which tools you use at any time, from your settings
- White-labelled to your practice, with no per-client fees
- LifeRisk Online quoting at no extra charge, with your own LifeRisk Online subscription