For insurance brokerages
Commercial insurance risk, finally visible.
RiskVantage gives your brokerage a single workspace for book-wide risk — loss ratios, peer benchmarks, and AI-generated insights — without spreadsheet gymnastics.
Sign in to open the live demo — seeded sample data, no setup required.
- Tenant-isolated by design
- Clerk sign-in
- CSV loss-run import (Excel coming)
- Renewal-ready exports
What you get
Book-wide risk visibility
One dashboard across your whole portfolio instead of triaging spreadsheets client by client.
Peer benchmarks
See how loss ratios and severity compare against industry peers, not just last year.
AI-generated insights
Loss drivers and recommended actions are flagged for you — no manual digging before renewals.
CSV import (Excel next)
Bring in loss runs and policy data with a CSV upload — Excel support is landing next. No new integrations required to get started.
Renewal-ready exports
Generate claims exports formatted for carrier conversations in a couple of clicks.
Product tour
Stylized previews of the workspace — sign in to see it with real (or seeded demo) data.
Dashboard overview
KPIs, trend charts, and risk tier for the selected client and policy year.
Recommended insights
AI-flagged loss drivers ranked by severity, with suggested next steps.
Upload & import
Bring loss runs and policy data in via CSV (Excel next) — mapped to your book in minutes.
Claims export
Generate renewal-ready exports formatted for carrier conversations.
Peer benchmarks
See how your loss ratio and severity compare against industry peers.
How it works
- 1
Invite
SeerVantage creates your broker workspace and sends a Clerk invite to your team.
- 2
Sign in
Your team signs in — no separate credentials to manage.
- 3
Upload loss runs
Import CSV loss run and policy data for your book (Excel next).
- 4
Dashboard & insights
Risk scores, KPIs, and AI-flagged loss drivers populate automatically.
- 5
Export for renewals
Generate claims exports formatted for carrier conversations.
Ways to use RiskVantage
Try the demo
DemoExplore a fully populated workspace with seeded sample data — no setup, no real book required.
Sign in to open the demo →Broker workspace
Upload your own book and see your dashboard, insights, and exports — your data, never shared with other brokerages.
Sign in →Insured client portal
Coming soonA single-client view for your policyholders is on the roadmap.
Get integrated
What you'll need
- Loss run and policy data in CSV (Excel support is next)
- A short kickoff call to map your fields
- Team emails for workspace invites
What to expect
We set up your workspace, walk your team through uploading loss runs, and get your dashboard populated — no engineering work required on your end.
Built for multi-tenant trust
- Every brokerage's data is tenant-isolated — no cross-broker visibility.
- Authentication via Clerk (single sign-on available).
- Demo data is fully synthetic and clearly labeled — it never mixes with live broker data.