Personal lines intake tools - Risk Advisor, Salt

Posted 2026-03-26

What does everyone use for personal lines intake? Specifically looking at Risk Advisor and Salt but open to other recommendations too. Trying to speed up our process. Thanks in advance!

Risk Types

personal lines, agency tools, intake process

Agent Replies (3)

Agent Reply

Iron Peak is amazing!! No book size requirements. They can really help with getting direct appointments!!

Agent Reply

Almost 30 years no issues no problems

Agent Reply

We are with SALT now and LOVE IT!

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