Insurance intake forms: leads, forms and submissions. Your client pastes their RiskAdvisor key once, and your agent or your code works with their access.
Forms
About RiskAdvisor
Through Operate As, your agent, n8n workflow or code works in RiskAdvisor with your client's own access. Your client pastes their API token from RiskAdvisor once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of RiskAdvisor's API through the request tool, with the client's access attached.
Common uses in Forms
Send new responses to the CRM, a sheet or the team
Follow up with each person who fills one in
Summarize answers into a report
RiskAdvisor
RiskAdvisor · Forms
API key
Insurance intake forms: leads, forms and submissions
The client pastes their API token from RiskAdvisor's settings. We store it encrypted.
Tested against RiskAdvisor's live API.
Building with RiskAdvisor? The docs have setup steps and code for every tool.
Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.