RiskVault
RiskVault is a compliance and document management tool tailored for insurance agencies and MGAs. It has been trending on G2 in early 2026 for its robust features addressing regulatory filings, policy document storage, and secure client communication. RiskVault automates the collection of signatures, tracks document versions, and provides intelligent search through OCR. Its standout feature is a compliance calendar that alerts agencies to state filing deadlines and renewal requirements. The platform integrates with popular AMS like HawkSoft and QQ Catalyst. Pricing is per user, with a free tier for up to 3 users. RiskVault helps reduce errors in regulatory submissions and improves audit readiness.
From $49/mo
Key Features
- ✓Automated compliance calendar and deadline alerts
- ✓Secure document storage with granular access controls
- ✓OCR-powered search across all policy documents
- ✓E-signature and digital approval workflows
- ✓Integration with major AMS and CRM platforms
Pros
- +Easy to use
- +Good support
- +Regular updates
Cons
- -Learning curve
- -Pricing could be clearer