Adviser Marketplace · Open for Applications

    The Tools That
    Elevate
    the Adviser.

    A curated marketplace of the latest and greatest products built for insurance advisers — from note-taking and policy comparison to lead generation and new product launches. One place. Carefully vetted. Built around your workflow.

    7
    Tool categories
    NZ
    Launching first
    ∞
    Growing continuously
    ⚙️
    Adviser
    Tools
    📊Quoting
    📝Notes
    🎯Leads
    🗂️CRM
    🔒Compliance
    🚀Products
    🎓Education
    ✨New
    How It Works

    A Marketplace Built on
    Curation, Not Commission.

    Every product listed here has been considered for its genuine value to the adviser. We don't list everything — we list the best.

    Step 01
    🔍

    Products Apply to Be Listed

    Any company building tools for insurance advisers can apply through this page. We review every application against our criteria — relevance, quality, adviser value, and compliance alignment.

    Step 02
    ✅

    RiskQP Curates and Approves

    Only products that genuinely elevate the adviser role make it onto the marketplace. We review for quality, not just for interest. Being listed here means something.

    Step 03
    🤝

    Advisers Discover and Connect

    NZ insurance advisers browse the marketplace, find tools that fit their workflow, and connect directly with the product or partner. No middleman. No mark-up. Just the right tools in front of the right people.

    Categories

    Every Corner of the
    Adviser Workflow.

    📊
    Policy Quoting
    Quote and compare policies across multiple insurers in one place
    📝
    Note Taking & Doc
    AI-powered meeting notes, SOA tools, and client documentation
    🎯
    Lead Generation
    Tools and platforms that bring warm, qualified leads to advisers
    🔒
    Compliance
    FMA compliance tools, audit support, and regulatory monitoring
    🚀
    New Products
    The latest insurance products and coverage innovations from NZ insurers
    🎓
    Education & CPD
    Courses, coaching, and professional development for adviser growth
    🗂️
    CRM & Practice
    Client management, pipeline tools, and practice efficiency software
    ✨
    Emerging & New
    Innovative tools that don't fit neatly into existing categories — yet
    The Marketplace

    Tools Built for
    Advisers Who Mean Business.

    + List your product
    ⚡
    FeaturedRisk Quantification
    3D Lab™
    Risk Quantification Platform · by RiskQP
    The risk quantification tool that sits on your website and works across the entire client relationship — from first contact through to life event reassessment. Clients discover their exact dollar exposure across Death, Disability and Disease before you've had a single conversation.
    • ✓ 5-minute client assessment — Death, Disability, Disease
    • ✓ Instant personalised PDF report generated
    • ✓ Co-branded to your practice
    • ✓ Lead delivered to your inbox automatically
    Live in NZ
    Learn More
    🎓
    FeaturedEducation & CPD
    RiskQP Academy
    Adviser Education · with Steve Wright
    Structured CPD modules, peer review of Statements of Advice, and knowledge gap assessment from one of NZ's most respected insurance advice educators. Build the knowledge that makes your advice unassailable.
    • ✓ Structured CPD modules — risk, product, compliance
    • ✓ Peer review of your Statements of Advice
    • ✓ Knowledge gap assessment
    • ✓ Active adviser community via Skool
    Launching NZ
    Explore Academy
    📊
    Policy Quoting
    Quoting Platform
    Multi-insurer comparison · Coming Soon
    A best-in-class policy quoting and comparison tool for NZ insurance advisers. Compare premiums, features, and exclusions across all major NZ insurers in one place. Partnership under review.
    • ✓ Multi-insurer real-time quoting
    • ✓ Side-by-side policy comparison
    • ✓ Integrated with SOA workflow
    Partnership pending
    Express Interest
    📝
    Note Taking
    AI Meeting Notes
    Automated adviser documentation · Coming Soon
    AI-powered meeting transcription and note-taking built for insurance advice conversations. Automatically captures key facts, client preferences, and advice rationale — reducing SOA preparation time dramatically.
    • ✓ Real-time meeting transcription
    • ✓ Advice fact extract and summary
    • ✓ SOA-ready output format
    Seeking partner
    Are You This Tool?
    🗂️
    CRM
    Adviser CRM
    Client & pipeline management · Coming Soon
    A CRM built for the insurance advice workflow — not adapted from a generic sales tool. Manage clients, track renewals, monitor pipeline, and integrate directly with 3D Lab™ lead delivery.
    • ✓ Insurance-specific client records
    • ✓ Policy renewal tracking and alerts
    • ✓ Direct 3D Lab™ lead integration
    Seeking partner
    Are You This Tool?
    🚀
    New Products
    Your Product Launch Here
    New insurance product or innovation · Apply to list
    Launching a new insurance product, coverage innovation, or adviser-facing financial product in NZ? The RiskQP Marketplace is the direct channel to reach engaged, growth-minded insurance advisers who are already invested in their professional development.
    • ✓ Direct access to RiskQP adviser community
    • ✓ Curated audience — not a generic directory
    • ✓ Built for NZ insurance advisers
    Open for applications
    Apply to List

    More tools added continuously as applications are reviewed and approved.

    Submit Your Product for Consideration
    Partnership & Listing

    Want to Reach
    NZ's Most Engaged
    Advisers?

    The RiskQP Marketplace isn't a directory — it's a curated ecosystem. The advisers here are growth-minded, professionally invested, and actively looking for tools that make them better at their job. If your product genuinely elevates the adviser role, we want to hear from you.

    We're open to tools, platforms, insurance products, education providers, lead generation services, compliance tools, and anything else that meaningfully improves the adviser's working life — as long as it meets our quality bar.

    🎯
    Adviser-first value

    The product must genuinely benefit the adviser — not just the company selling it. We ask: would an adviser recommend this to a peer?

    🔒
    Compliance aligned

    Products must be appropriate for the NZ regulatory environment and not create compliance risk for advisers who use them.

    ✅
    Quality over volume

    We keep the marketplace curated. Not everything gets listed. That selectivity is what makes being listed here valuable.

    🌐
    NZ-focused

    Products must be relevant for NZ insurance advisers and the New Zealand regulatory environment.

    Apply to Be Listed

    Tell us about your product. We review every application personally and respond within 5 working days.

    All applications reviewed by the RiskQP team. We'll respond within 5 working days.