Built for independent insurance agencies

Your clients get Reese.
You get Nora.

Give every commercial client in your book a dedicated risk manager โ€” under your brand. Nora turns their risk data into producer briefings, renewal letters, and revenue opportunities before you pick up the phone.

Join 40+ agencies on the waitlist.

See how it works for agencies โ†“

Early access for agencies opening soon. White-label setup included.

The math is straightforward.

At $549/month on the Advisor tier, retaining two commercial clients covers your entire annual subscription cost.

Move the sliders to see what your team generates for your specific book.

Select your tier, enter your book details, and see your complete return on investment โ€” including the advisory revenue opportunity if you choose to charge your clients for access.

Step 1
Choose your subscription tier
Advisor
$549/mo
Up to 50 clients ยท $10.98/client
Professional
$1,349/mo
Up to 150 clients ยท $8.99/client
Agency
$2,499/mo
Up to 400 clients ยท $6.25/client
Save $1,098/year with annual
Step 2
Your book of business
Active commercial clients you'd enroll50
Avg. annual commission per client$2,500
Current annual churn rate14%
Step 3
Conservative impact assumptions
Churn reduction from advisory model25%
Additional upsell policies per month1
Avg. commission on upsell policy$400
New referral clients per year2
Hours saved on manual follow-up / month5
Your hourly value (opportunity cost)$100

Step 4
Advisory revenue opportunity (optional)
Monthly fee you charge each enrolled client$49

This is the monthly fee you charge your clients for access to their risk management team under your brand. Many agents include this in their service fee or charge it as a standalone advisory retainer.

50 clients ร— $49/mo ร— 12 months = $29,400 in advisory revenue. After your $7k subscription cost, that is $22,812 net โ€” before a single commission benefit is counted.

Your annual ROI summary
Subscription cost
$6,588
per year
Retention value
$5k
commissions saved
Upsell + referrals
$10k
new commissions
Time reclaimed
$6k
opportunity value
Advisory revenue
$29k
from client fees
Net annual return on your investment
$43,612
Your subscription pays for itself in ~48 days
Return on investment
7.6ร—
for every $1 spent
Value breakdown
Retention value
$5,000
Upsell + referral value
$9,800
Time reclaimed
$6,000
Advisory revenue (gross)
$29,400
Subscription cost
$6,588
Full line-item detail
Enrolled clients50 clients
Clients lost to churn without advisory model7 clients/year
Clients retained with advisory model+2 clients
Retention value (2 ร— $3k)$5,000
Upsell policies (1/mo ร— $400 ร— 12)$4,800
New referral clients (2 ร— $3k)$5,000
Time value (5 hrs/mo ร— $100 ร— 12)$6,000
Advisory revenue (50 ร— $49/mo ร— 12)$29,400
Total annual value generated$50,200
Subscription cost ($549/mo ร— 12)-$7k
Net annual return$43,612

All figures are projections based on your inputs and general industry assumptions. Churn reduction, upsell, and referral values reflect your stated assumptions โ€” actual results will vary. Time value reflects opportunity cost at your hourly rate, not direct income. Advisory revenue figures assume all enrolled clients are charged the stated monthly fee. This calculator is for illustrative purposes only.

Every number above is conservative. Agencies using an advisory model consistently report churn reductions above 25%. We modeled 25%.

Your book could generate $43,612 in year one.
Let's make it happen.

Join the agency waitlist for early access.

Exclusive to agency partners

While your team looks after your clients,
Nora looks after your book.

Nora works exclusively for insurance agents and agency principals. She does not talk to your clients. She talks to you.

Before every client meeting

Nora Producer Briefing

Oakstone Plumbing

Risk score: 71 โ€” High  ยท  +8 pts since last assessment
Renewal: 34 days away
Lead story: Subcontractor relationship changed โ€” no certificates of insurance on file.
Coverage gap: No cyber liability on file despite storing customer payment data.
"I was reviewing your risk profile before our call โ€” your score moved up a bit and I want to make sure we address the driver before your renewal."

Generated in seconds. Specific to this client. Ready before you dial.

Before every renewal

Nora Renewal Letter

Riverside Dental

Dear Dr. Chen,

It has been a great year working with Riverside Dental. Your risk score improved 9 points since we last spoke โ€” the compliance work your team did on your HIPAA documentation made a real difference.

As your renewal approaches on June 15, I want to make sure we have talked about one thing before you sign: your cyber liability coverage. Your risk assessment flagged a gap that is worth a 10-minute conversation...

Personalized to this client's actual risk data. Add one line in your own voice before sending.

Every Monday morning

Nora Portfolio Risk Intelligence

April 2026

Book insight: 14 of your 38 food service clients have no cyber liability on file.
At-risk clients: 3
90+ days no login, renewal within 30 days, gaps unaddressed
Top opportunity: Cyber liability conversation across food service segment.

Your whole book. One clear action plan. Every week.

Your brand. Your team. Your clients.

Deploy Reese under your agency's name. Your clients get a dedicated risk manager that belongs to your agency โ€” because professionally, he does.

Your clients meet your team

When a client enrolls, they see your agency's name and brand โ€” not myriskmanager.ai. Reese introduces himself as your client's dedicated risk manager. He works under your brand throughout every interaction.

๐Ÿข The Hartwell Risk Advisory Team

Reports that carry your name

Every PDF risk report and quarterly summary your clients receive is branded with your agency's logo and name. They look like something your agency produced โ€” because in every meaningful way, they did.

A subdomain that is yours

Your clients access your advisory service through your agency's custom subdomain. The URL, the branding, the team name โ€” all yours. Setup takes 30 minutes.

The Hartwell Risk Advisory Team is a fictional example. Your agency's name goes here.

From enrollment to intelligence in minutes.

01

Enroll clients in minutes.

Add clients, select their industry, send the invitation. Your client receives a branded welcome email and creates their account. You see their progress in your dashboard from the moment they start.

02

Your clients meet their team.

Reese onboards each client and gets to work โ€” conducting the risk assessment, reviewing their policies, and monitoring their compliance obligations. All of it happens under your brand.

03

Nora brings it to you.

Producer briefings, renewal letters, coverage gap alerts, and portfolio intelligence โ€” all generated from your clients' actual risk data. Nora has done the homework. You have the conversation.

Simple pricing. Serious returns.

Volume-based pricing on enrolled clients โ€” businesses that have completed at least one risk assessment in the past 12 months. No self-reporting.

Month-to-month. Cancel anytime. No contracts, no minimums.

Advisor

For the independent agent ready to turn client risk data into renewal conversations.

$549/mo

$10.98 per client

Up to 50 enrolled clients

  • โœ“Full white-label branding and custom subdomain
  • โœ“Reese for every enrolled client โ€” risk assessment, compliance inspection, and coverage analysis under your brand
  • โœ“Nora producer briefings โ€” client risk summary before every renewal conversation
  • โœ“Nora coverage gap alerts per client
  • โœ“Nora renewal letter generation
  • โœ“Agent overview dashboard
  • โœ“Branded PDF reports
๐Ÿ’ก Two retained commercial clients at $2,500 avg commission covers your entire annual subscription cost.
Join the waitlist โ†’

Cancel anytime. No contracts.

Most Popular

Professional

For the agent who wants Nora doing the prep work before every client call.

$1,349/mo

$8.99 per client

Up to 150 enrolled clients

  • โœ“Everything in Advisor, plus deeper Nora capabilities:
  • โœ“Nora producer briefings โ€” full meeting prep with risk drivers and talking points
  • โœ“Nora renewal letters โ€” personalized, ready to send
  • โœ“Client engagement tracking
  • โœ“Automated reassessment reminders
๐Ÿ’ก At $8.99 per client, Nora pays for herself the moment she catches one missed renewal conversation.
Join the waitlist โ†’

Cancel anytime. No contracts.

Agency Principal

For the agency principal who needs visibility across every client, every renewal, every gap.

$2,499/mo

$6.25 per client

Up to 400 enrolled clients

  • โœ“Everything in Professional, plus:
  • โœ“Nora portfolio risk intelligence โ€” full book view
  • โœ“Priority Nora briefings with agency-wide coverage gap summary
  • โœ“Industry benchmarking across enrolled client book
  • โœ“Multi-producer seat access
  • โœ“Agency-level aggregate reporting
  • โœ“Priority support response
๐Ÿ’ก 400 clients. At $6.25 per client, that is less than a cup of coffee each.
Join the waitlist โ†’

Cancel anytime. No contracts.

Annual billing saves 2 months โ€” pay for 10, get 12.

Need more than 400 clients or AMS integrations? Contact us for Enterprise pricing โ†’

Questions we hear from every agency principal.

Reese's risk assessment is the hook. It is industry-specific, conversational, and produces a risk score with specific findings in about 10 minutes. Clients who complete their first assessment understand their risk profile better than they ever have โ€” and they come back. Engagement follows genuine value.
The opposite. Nora makes you more present in every client relationship, not less. Every briefing, every renewal letter, every coverage gap conversation goes through you. Your clients see more of you โ€” better prepared and more specific than ever.
Every output from Reese cites its sources โ€” specific regulations with CFR citations, specific policy sections with page references. Every output includes a disclaimer that guidance should be reviewed with a licensed professional. Every output surfaces information for review. Your professional judgment and your E&O coverage close the loop.
Additional clients above your tier cap are available at $9 per client per month, billed in groups of 5. No clients ever lose access because you grew. Once you're consistently over your cap, upgrading to the next tier is better value โ€” and we'll flag that for you automatically.

Your book could generate $43,612 in year one.
Let's make it happen.

Join the agency waitlist for early access. Early access agencies receive white-label setup included.

Join 40+ agencies on the waitlist.

Month-to-month ยท White-label setup in 30 minutes ยท Cancel anytime

Questions? Email brad@myriskmanager.ai or call 1-833-RISKHAT

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