0120 points
Digital First Impression
How clearly and professionally your business presents itself online.
Insurance Business Refresh Review
What would we change about your insurance business?
Request a complimentary review and we’ll identify the three improvements we believe could make the greatest practical difference to your business.
We look at your digital presence, customer journey, enquiry handling and where AI or automation may - or may not - make sense.
Three priorities. One practical recommendation. No charge. No obligation.
What we review
Every business is assessed across five areas and scored out of 100.
0220 points
Messaging & Insurance Credibility
How clearly you explain what you do, who you serve and why customers should trust you.
0320 points
Prospect & Client Journey
How easily prospects and existing clients can understand what to do next.
0420 points
Enquiry Handling & Availability
How clearly customers can make contact and how effectively the public journey captures and routes enquiries.
0520 points
Digital Service & Process Clarity
How clearly important insurance journeys such as claims, servicing and new business are explained.
Total: 100
What you receive
A concise review focused on the issues that matter most.
Score out of 100
What works and what could be better
The three things we would change first
AI / Automation Opportunity and recommendation
We assess AI separately from the Business Refresh Score. If there is no credible case for automation, we say so.
No immediate priority
Discovery worthwhile
Clear opportunity
Sometimes the right recommendation is not AI.
We assess what can genuinely be observed from the public customer journey and clearly flag anything that would require further discovery.
You receive the findings in a polished Riskbotix PDF.
Example Insurance Business Refresh Review
See a real Insurance Business Refresh Review
We applied the same review methodology to Riskbotix itself. The result shows exactly what a completed review looks like — including what works, what could be improved, the three priorities and our assessment of where AI or automation may genuinely add value.
We publish our own review because the methodology should be useful even when the business being assessed is us.
Riskbotix Insurance Business Refresh Review
88 / 100
Strong foundation
Digital First Impression18/20
Messaging & Insurance Credibility18/20
Prospect & Client Journey16/20
Enquiry Handling & Availability17/20
Digital Service & Process Clarity19/20
AI / Automation Priority
No immediate priority
No immediate AI priority identified
The three things we would change first
- 01Correct and broaden the public Terms of Service
- 02Create a single buyer-assurance layer
- 03Make “Book a Demo” genuinely bookable
The full report explains why each matters and what we would do.
View Example ReviewDownload PDFExample review: Riskbotix | September 2026
Designed for brokers, MGAs, MGUs, insurers, coverholders, TPAs, claims businesses and specialist insurance intermediaries.
The Insurance Business Refresh Review is a public-facing business and customer-journey assessment. It is not a legal, regulatory, cybersecurity or technical audit.
How it works
Send us your website
Tell us who you are and where to find your site.
We review the customer journey
We examine your proposition, contact routes and visible insurance processes.
We identify the priorities
We score the business and select the three changes we would make first.
You receive the review
We send you a polished PDF with our findings and recommendation.
No obligation to proceed afterwards.
Complimentary review
Request your complimentary Insurance Business Refresh Review
Tell us who you are and where to find your website. We’ll take it from there.