Beagle for RiskAdvisor.
Beagle puts RiskAdvisor to work from Slack and Microsoft Teams - reading what it needs, drafting the work, and waiting for your nod.
RiskAdvisor is the all-new smart-form software for insurance agencies that empowers your producers and virtual assistants, while making your agency more commission, and reducing your E&O exposure.
See it work.
One thread: ask about your RiskAdvisor in plain language, and Beagle steps in on its own when something moves. The same conversation in Slack, Microsoft Teams, or Gmail.
@beagle what's the state of our responses?
- Read this week's responses in RiskAdvisor
- Flagged the two that changed since Monday
- Drafted the next step, held for your nod
Two responses need you today - both linked below with what changed. The next step is drafted, one nod from going out.
A new response comes in - Beagle catches it in RiskAdvisor, pulls what matters, and is ready to route it and draft the reply. It goes out when you nod, not before.
What Beagle does.
With RiskAdvisor connected, from day one.
Watches RiskAdvisor
Beagle keeps an eye on RiskAdvisor. When a new response comes in, it catches it and brings the context to your channel.
Drafts the next step
It can route it and draft the reply - then waits for your nod before anything is saved or sent.
Answers across your stack
Ask "what's the state of our responses?" and Beagle answers from RiskAdvisor and everything else it's connected to, in plain language.
Connect RiskAdvisor to.
One teammate across both tools. No zap to build.
Common questions.
Does Beagle integrate with RiskAdvisor?
Yes. Connect RiskAdvisor with OAuth and Beagle works with it from Slack and Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.
What can Beagle do with RiskAdvisor?
Beagle watches RiskAdvisor for when a new response comes in and is ready to route it and draft the reply. You can also just ask it questions about your responses in plain language.
Is the RiskAdvisor connection secure?
Every read is scoped to the teammate who asked - Beagle only sees what that person can already see in RiskAdvisor - and nothing is sent or saved until you approve it.
Do I need a separate automation tool?
No. Beagle is the teammate in the middle. You talk to it in plain language instead of building and maintaining RiskAdvisor workflows by hand.
More integrations.
OpenAI (ChatGPT)
Anthropic (Claude)
Slack
Telegram
HTTP / Webhook
Pipedream Utils
AWS
Twilio SendGrid