Overview
RiskRevu is a digital client engagement platform designed by insurance agents specifically for insurance agents. Founded in 2018 by Kurt Thoennessen, a 14+ year personal risk advisor, RiskRevu enables independent agencies to collect risk information, renewal questionnaires, and coverage data from clients digitally -- replacing paper forms, email chains, and phone tag with a streamlined online process clients can complete 24/7.
The platform's SmartForms can be embedded directly into an agency's website, providing a seamless client-facing experience that keeps the agency brand front and center. Built on a cloud infrastructure with SSL encryption, RiskRevu supports both personal and commercial lines workflows and has built a loyal user base among independent agents seeking to modernize client intake and renewal processes without overhauling their entire agency management system.
Products & Services
SmartForms -- Digital Insurance Forms Platform
A suite of pre-built and customizable digital forms for insurance agency operations, including renewal questionnaires, quoting intake forms, and service requests that clients complete online.
Key Features
- Annual Personal Risk Evaluation and renewal questionnaire forms
- Quote forms for Homeowners, Auto, Business Owners, Cyber Liability, and more
- Conditional logic that streamlines questions based on client responses
- Embeddable widget for agency websites with agency branding preserved
- Form distribution via email links and text messaging
- Centralized dashboard for managing all client submissions
- Save-and-resume capability for clients; mobile and desktop compatible
- Team member management and response editing tools
- Free trial available without credit card
Target Users: Independent insurance agents and agency principals
At a Glance
- Founded
- 2018
- Headquarters
- New York, New York, USA
- Employees
- 1-10
- Funding
- Bootstrapped
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Agency Management Client Engagement Digital Forms Renewal Management
- Insurance Verticals
- P&C Personal P&C Commercial
- Target Customers
- Agents/Agencies
Customers
- Ericson Insurance Advisors (Spencer M. Houldin, President and Past Chairman of IIABA)
- Newport Beach Insurance (Brett Fulmer, Managing Broker)
- Grober Imbey Insurance Agency (Nathan Lewkowicz, President)
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Last updated: 2026-04-09