Import current insurance policies for quoting

What PolicyLink is

PolicyLink is a RiskAdvisor product. It gives independent insurance agencies a public, customer-facing way to import current policy information without exposing internal agent tools.

How insurance agencies use PolicyLink

Agencies share a PolicyLink URL with a customer, or enable Import Your Insurance on a QuoteForm. The customer submits current policy details; the agency uses that information to quote and service.

• Share a branded PolicyLink with a customer
• Offer Import Your Insurance as an optional path on a QuoteForm
• Receive current policy details so agents can follow up and quote

MeasureOne carrier connect

Some PolicyLinks ask the customer to connect a carrier account through MeasureOne, a third-party service. That step is optional and only appears when the agency enables it. Carrier login credentials are entered with MeasureOne, not stored by PolicyLink.

• Optional, and only when the agency turns it on
• MeasureOne is a third-party connector, not RiskAdvisor
• Retrieved policy data is used so the agency can quote

How customer data is protected

PolicyLink is designed for legitimate insurance intake. Traffic is served over HTTPS, and we publish channels to report security or misuse concerns. Privacy, terms, and security practices are published on this domain.

• Connections use HTTPS
• Privacy, terms, and security practices are published on this domain
• Report security issues or misuse using the contact below

Contact

For security reports or to report misuse of a PolicyLink, email support@riskadvisor.insure.