One workflow, from prospect to producer
RiskFindr brings discovery, AI-assisted research, exposure indicators, fit scoring, and outreach into a single workflow — with a licensed producer reviewing every result.
Discovery
Find commercial businesses that fit your appetite
Define a target market by industry, geography, size, and keywords. RiskFindr surfaces matching commercial businesses so producers start from a focused list instead of a cold one.
- Filter by industry, geography, employee and revenue ranges
- Save target-market searches and re-run them as markets change
- Preliminary fit score on every result to triage quickly
Discovery
Research workflow
AI-assisted research across eight stages
Each prospect moves through a structured research workflow. The output is a working profile built from publicly available information — a head start for the producer, not a replacement for their judgment.
- Business summary in plain language: services, customers, locations
- Opportunity signals with source evidence
- Every stage is transparent and reviewable
Research workflow
Eight stages per prospect
- 1
Discovery
Match the business against your target criteria.
- 2
Website read
Pull working details from the company's public web presence.
- 3
Business summary
Compile a plain-language profile: services, customers, locations.
- 4
Opportunity signals
Flag notable, source-backed indicators worth a conversation.
- 5
Exposure indicators
Surface possible exposure indicators for producer review.
- 6
Fit scoring
Score the prospect against your agency appetite.
- 7
Outreach drafts
Generate personalized outreach grounded in real facts.
- 8
Producer review
Everything routes to a licensed producer to accept or dismiss.
Exposure indicators
Possible exposure indicators, with evidence
RiskFindr highlights exposure indicators that may be worth reviewing, based on available business information. Each indicator includes why it matters, questions for the producer, and the sources behind it.
- Confidence level and source evidence on every indicator
- Suggested producer questions to guide a real conversation
- Accept or dismiss each indicator during review
Possible exposure indicators are generated from available business information and are intended for licensed producer review. They are not a determination of coverage needs.
Exposure indicators
Fit scoring
Agency-specific fit scoring
A single fit score helps producers prioritize, broken down into dimensions tuned to your agency. The score is a prioritization aid — the producer decides who to pursue.
- Transparent breakdown across multiple dimensions
- Flags red flags and missing data instead of hiding them
- Recommended next step on every prospect
Fit score
Prioritization aid for producers
Outreach & approval
Outreach drafts that wait for your approval
Generate personalized cold emails, follow-ups, call openers, and meeting prep grounded in the prospect's real details. Nothing is sent automatically — drafts route to a licensed producer for review.
- Personalization facts shown alongside every draft
- Multiple outreach types and tones
- Approval required before any outreach is used
AI-generated outreach must be reviewed and approved by a licensed producer before use.
Outreach & approval
Pipeline, campaigns & tasks
Keep the whole team moving
Move prospects through pipeline stages, organize campaigns by niche and geography, assign producers, and track the tasks that keep deals progressing.
- Pipeline stages from discovered through won or lost
- Campaigns to run a niche end to end
- Tasks for review, follow-up, and meeting prep
Pipeline, campaigns & tasks
Reports
See what's working
Understand discovery volume, research throughput, pipeline value, and outcomes so you can refine your target markets over time.
- Pipeline and conversion at a glance
- Discovery and research activity over time
- Export prospect data to CSV or your CRM
Reports
Ready to see it on your niche?
Book a demo and we'll walk through discovery, research, and outreach for a target market you choose.
Book a Demo