Risk assessment
that actually moves the needle.
A closed workspace where your clients self-assess operational risk, see how they score against your targets, and work through the improvement tasks you set — all in one place.
Accounts are provisioned by your insurance partner — no public sign-up.
Four steps. One source of truth.
- 01
Provision clients
Create organizations, assign verticals, and invite users with one click.
- 02
Run the assessment
Clients answer weighted questions tailored to their industry vertical.
- 03
Score automatically
A deterministic engine scores every submission server-side, 0–100.
- 04
Close the gaps
Clients track improvement tasks and upload evidence over time.
Less spreadsheet juggling. More renewals won.
Built for insurance agencies that consult on risk — not a generic survey tool. Every primitive (verticals, weights, thresholds, tasks) is shaped around how brokers actually work.
- Adjust weights and answer scores without touching code
- Per-organization target threshold with at-a-glance gap
- Document evidence linked directly to improvement tasks
- Audit-friendly snapshot of every submitted assessment
RLS by default
Postgres row-level security guarantees every org sees only its own data.
Deterministic scoring
Server-computed weighted scoring — clients can't tamper with results.
Evidence trail
Documents are attached to tasks with signed-URL downloads.
Progress over time
Compare any submitted assessment to historical snapshots.
Ready to dive in?
Sign in with the credentials your insurance partner sent you.