AI-Powered Risk Management · Early Access

Every client gets
a risk manager.

RiskHelm is the AI-powered risk management platform your agency deploys under its own brand — for clients who carry complex commercial insurance programs but don’t have a risk manager to run them.

500K+

U.S. businesses with $500K–$1B in revenue carrying commercial insurance programs

<5%

of companies under $1B revenue with a dedicated full-time risk manager on staff

$280B+

estimated annual commercial P&C premiums placed in the middle-market segment

Market figures are RiskHelm estimates based on publicly available industry data.

The platform

One platform. Every workflow
your insurance program requires.

RiskHelm consolidates policies, certificates, claims, exposures, and renewal prep in a single conversational interface. No insurance expertise required.

Carrier and policy agnostic. Works across any insurer and any line of coverage — GL, property, auto, workers’ comp, cyber, and more.
Single source of truth. Replaces the patchwork of carrier portals, email threads, and spreadsheets with one indexed, searchable platform.
Conversational AI, plain language. Every function accessible through natural language — no training, no jargon, no IT involvement required.
White-labeled per agency. Deployed under your agency’s brand, domain, and identity — reinforcing the advisor relationship, not replacing it.
Live and demo-ready today. The early-access platform is deployed, multi-tenant, and available for agency partner walkthroughs right now.
Active Policies — Meridian Industrial Supply
Travelers
Commercial Property · $8.2M limit
Active
The Hartford
General Liability · $2M / $4M
Active
ICW Group
Workers’ Compensation
Active
Progressive Commercial
Commercial Auto · 14 vehicles
Renews Aug 15
Coalition
Cyber Liability · $2M limit
Active
How it works

From signed to deployed
in one working session.

No installation, no IT project, no long onboarding — three steps from partnership to every client covered.

STEP 01

Deploy under your brand

Custom domain, logo, and colors. Bulk-import your accounts and users from CSV — live in a single session, with zero IT involvement.

STEP 02

Every client gets a risk manager

Coverage chat, certificates, claims, fleet & property, and renewal autopilot — all in plain English, under your agency’s name.

STEP 03

Producers get the moments that close

The platform flags coverage gaps, new claims, and at-risk renewals — your producer gets the alert and the opening to have the conversation.

For agencies & brokers

Retain more clients.
Win more business.
Run a tighter book.

RiskHelm puts an always-on risk partner in front of every client under your brand, so service scales without new headcount and your producers spend their time on the renewals and rounding-out that actually move the book.

The platform advises. Your producer closes. RiskHelm answers the day-to-day (coverage questions, certs, renewal prep) and flags the moments worth a human: a coverage gap, a claim, a renewal at risk. Your producer gets the alert and the opening.
You price it
Resell to clients at any price you choose — keep the spread as new margin, or include it free to win retention
10 mo.
of agency silence between renewals — RiskHelm closes that gap with year-round client engagement
Your brand
Clients see your agency’s platform at your domain — not a third-party tool
Without hiring
Every client gets a dedicated risk partner. Your producers stay the relationship owner and get pulled in for what closes.

Fully white-labeled deployment

Custom domain, logo, and colors. Clients see your agency’s platform — deepening a relationship that protects your book at every renewal.

Broker portal with full book visibility

Hierarchy-aware dashboards for AEs, office leaders, and admins. See pending certs, open claims, upcoming renewals, and risk alerts across your entire book.

AI-powered alert rules

Set natural-language rules that surface risk: “flag any claim over $25K” or “notify me 90 days before any cyber renewal.”

Fast onboarding, zero IT

Bulk import accounts and users from CSV. Clients are up and running in a single session — no installation or IT required.

“View as client” for seamless support

Agency admins can switch into any client’s view instantly to answer questions, troubleshoot, or walk through a renewal.

Agency Admin — Jensen & Associates 15 accounts · 7 AEs · 5 offices
3 alerts require attention
Rocky Mountain Logistics · Open claim over $25K reserve
Centennial Cybersolutions · 60-day renewal window
Colorado Fresh Foods · No AE assigned
AccountAEPremiumStatus
Meridian Industrial
Denver · Manufacturing
Rachel Kim
$144,700
Active
Rocky Mtn. Logistics
Denver · Logistics
Alex Rivera
$42,500
Claim
Summit Construction
Boulder · Construction
David Torres
$45,400
Active
Pikes Peak Medical
CO Springs · Healthcare
Emily Park
$62,100
Active
+ 11 more accounts →
What your clients get

Their risk program,
finally under control.

Built for business owners and operators — not insurance professionals. Your clients ask in plain English and take action without needing to understand how insurance works under the hood.

01

Conversational Coverage AI

Ask anything about your policies in plain language. “What’s my deductible?” “Am I covered for flood at my Fort Collins location?” Precise, document-backed answers instantly.

02

Certificate Management

Issue ACORD 25/28 certificates in seconds. Track inbound certificates from vendors and subcontractors with AI extraction, compliance checks, and deficiency notices.

03

Claims & Incident Tracking

File first-notice-of-loss reports, track status, manage documentation — with AI-guided triage and adjuster routing. Never miss a deadline or a follow-up.

04

Renewal Autopilot

A phased checklist from 120 days out walks you through exposure updates, open claims, market comparisons, and submission prep — so renewal is never a scramble.

05

Fleet & Property Schedules

Manage your vehicle fleet, property locations, and asset inventories — the exposures that drive your premiums. VIN scanning and AI video walk-throughs included.

06

Policy Intelligence

AI parses your policy documents to surface limits, exclusions, and endorsements in plain language. Coverage gap alerts flag risks before they become claim-time surprises.

The team

Why we’re building
RiskHelm.

RiskHelm was founded to close a gap that’s been visible for years to anyone serving mid-market commercial insurance clients.

Aaron Davidson
Aaron Davidson
Founder & CEO
Product and technology leader with deep experience building B2B SaaS platforms. Aaron leads product strategy, engineering, and the overall product vision at RiskHelm.
RiskHelm is an AI-powered risk management platform designed for U.S. small and mid-market companies ($500K–$1B in revenue) — businesses that buy commercial insurance but don’t have a dedicated risk manager to actively manage their program. We distribute exclusively through commercial insurance agencies as a white-labeled client service, embedding RiskHelm inside the agency–client relationship and reinforcing the agency as the trusted advisor year-round.
Security & data

Your clients’ data,
handled with care.

Insurance data is sensitive. We never sell it, never use it for advertising, and never share it outside the platform — full details in our Privacy Policy.

Encrypted everywhere

All data is encrypted in transit (TLS) and at rest. Policies, claims, and schedules live in access-controlled, U.S.-hosted infrastructure.

Access control & audit logging

Role-based permissions scope every user to their own accounts and book. Security-relevant actions are audit-logged and retained.

Responsible AI processing

Helm chat runs on Anthropic’s API, which does not train models on these inputs by default. Agencies receive a Data Processing Agreement covering all subprocessors.

Get in touch

Request a Demo

See the platform in action. We’ll walk you through a live demo tailored to your agency or book of business.

Prefer email? hello@riskhelm.ai