Surface RiskAdvisor insights in any client tool
Use PixieBrix to customize and automate any tool you already use, right in your browser.
3000+ Integrations
AI Automation
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Free for individuals. No CC required.
Free for individuals. No CC required.
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Trusted by Individuals and Enterprises

"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

Top reasons to automate RiskAdvisor in the browser
Surface RiskAdvisor client risk data in a sidebar alongside your CRM
One-click to push insurance product recommendations from RiskAdvisor into proposal templates
Pull risk assessment results into client communication tools without copy-pasting
AI sidebar can summarize risk profiles and draft client-ready explanations
Works as a browser extension on RiskAdvisor and any connected advisory tool
Unlike manual switching, PixieBrix delivers risk data in context during client interactions
Integrate RiskAdvisor with 3000+ apps
RiskAdvisor frustrations that cost your team hours every week
  • Insurance advisors switch between RiskAdvisor and CRM to prepare client recommendations
  • Manual copying of risk assessment data into proposals and client communications
  • No quick way to surface RiskAdvisor insights during a client call in another tool
  • Copy-pasting product recommendations into emails or presentation documents
  • Advisors spend time on repetitive data entry instead of client-facing work
  • New advisors struggle to navigate RiskAdvisor while managing client conversations

Chat with AI to create your first custom workflow

Summarize the client's risk profile shown on this RiskAdvisor page into a plain-language client summary
Based on the RiskAdvisor recommendations on this page, draft a personalized insurance proposal for this client
Compare the top 3 insurance products shown in RiskAdvisor and summarize the pros and cons for this client
Prepare a brief talking points summary from this RiskAdvisor assessment for an upcoming client call
Extract the key risk assessment outcomes from this RiskAdvisor page and add them as a CRM note for this client
Based on this RiskAdvisor assessment, draft a follow-up email to the client outlining the recommended coverage

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Frequently Asked Questions

PixieBrix is designed for teams that want to move faster without heavy engineering effort. It is commonly used by support teams, operations teams, product teams, and technical teams who need to connect tools, reduce manual work, and ensure the right information reaches the right people at the right time.

PixieBrix is a browser-based automation platform that lets you customize how the tools you already use work together. It allows teams to add context, automate workflows, and create guided experiences across apps like support tools, internal dashboards, and SaaS products without building or maintaining custom integrations.

PixieBrix works by layering automation directly into the browser. It can read data from the page you are viewing, connect to APIs, and trigger actions like sending messages, filling forms, or enriching data in real time. This lets teams automate workflows exactly where work is already happening.

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