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Advisory · Businesses & families

Advisory

From selling to measurable advice.

The tool that takes intermediaries from selling to advising on the risks of businesses and families: objective assessments, grounded in data and the ISO 31000:2018 standard, that clients understand — and when they understand, they don't argue about price. Born from our partnership with iadv.it.

Businesses aren't looking for an insurer who 'runs quotes': they want someone who understands their risks, quantifies them and proposes clear solutions. With Advisory you show what used to be invisible — exposures, priorities, operational vulnerabilities — and you speak with authority, with numbers and maps instead of opinions.

From the VAT number alone the platform produces a report already personalised with your brand: cadastral data and maps, historical weather series, reclassified financials and an economic analysis, all the way to building the cover and justifying its clauses. The same approach guides advice on products for families.

What it does

  • Full risk analysis on every site, with CAT/NAT ratings and operational vulnerabilities.
  • Economic assessment of how risks would impact the client's business.
  • Professional reports personalised with your brand, plus AI-generated scenarios.

Who it's for

  • Intermediaries The tool that takes intermediaries from selling to advising on the risks of businesses and families: objective assessments, grounded in the ISO 31000:2018 standard.

  • Intermediaries
  • Agents
  • Brokers
  • Distribution networks
  • AgentsThe agent who wants to move beyond the quote finds in Advisory the tool to talk about risk with authority: from the VAT number alone they build a full analysis — CAT/NAT exposures, operational vulnerabilities, economic impact — and bring it to the client in a report carrying their own brand. When the business understands the numbers, the conversation shifts from price to value.

  • BrokersFor the broker, Advisory is the objective foundation of advice: assessments built on the ISO 31000:2018 standard, comparable and defensible in front of both client and insurer. The cover proposal comes from data and scenarios, not opinions, and every clause has its rationale.

  • Distribution networksFor those running a network, Advisory brings every intermediary to the same method: the same risk analysis, the same report quality, the same language towards businesses. Advice becomes a repeatable, measurable process rather than the talent of the individual.

In partnership with iadv.it

Insurance Advisor — SME Line is the market product of the partnership: explore it on the iadv.it minisite, where you can also try the demo. For a tailored integration and enterprise customisation, talk to RiskAPP.

Explore it on iadv.it
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