How advisers use the Map My Risk Partner Portal, in 77 seconds
This short video shows a day in the Map My Risk Partner Portal: a family asks for a consultation, the adviser sends an assessment the client answers and consents to, and walks into the meeting knowing the gaps in the areas the client chose to share.
The adviser and client are illustrative, but what the portal shows is real: Arjun's answers were run through the portal's own code, so the lead card, the consent wording and the recommendation draft are what an insurance adviser would see.
What happens in the video
0:00 Know your client's risks before the first meeting
The Map My Risk Partner Portal, for advisers. MIRA, the assessment guide, shows how an adviser uses it.
0:06 Join: get verified, get found
Apply to the network with your registration and at least 5 years in practice. Our team checks your registration by hand. Activate your portal with a one-time code and your own 6-digit PIN, then build your profile in 11 steps to be listed in Trusted Experts.
0:15 Leads: families come to you
Families who have mapped their risks find you in Trusted Experts and request a consultation. Arjun, from Pune, asks for a family protection review. He arrives as a new inquiry, not yet assessed.
0:23 Assess: send an assessment in one click
Choose what Arjun is asked about. For an insurance adviser, life cover and health cover are ticked to start, and you can change them. Send 2 of 7 areas, and Arjun gets an email link to answer them himself. The lead card shows when the invitation is sent, opened and completed.
0:35 Consent: your client decides what you see
Before he starts, Arjun ticks a consent box: his answers, about his age, income, dependants and life cover and his health, tobacco and alcohol use and medical cover, will be stored by Map My Risk and shared with his adviser, and until he finishes nothing leaves his browser. You see only the areas you asked about, the consent is kept with the summary, and clients can withdraw it.
0:43 Prepare: walk into the meeting prepared
Arjun's lead card shows 2 of 7 areas assessed, with no overall score from a part view. Life cover: INR 4.48 Cr Deficit, with income replacement cover suggested. Health cover: INR 5.00 L Gap (Top-Up Suggested). His emergency fund was not part of what he shared. View the assessment, or download a 2-page summary with the consent record.
0:55 Advise: meet, recommend, follow through
Schedule the consultation and send a calendar file. The recommendation draft starts from Arjun's own gaps: 1. Term insurance gap of INR 4.48 Cr leaving dependents vulnerable. 2. Health cover of INR 5.00 L is below the INR 10 L minimum family floater. You edit every word before it is emailed. The lead moves from New Inquiry to Scheduled, Proposal Shared and Completed / Won.
1:06 Grow: your whole pipeline, in one place
The dashboard shows your pipeline by stage, new leads each week and how often families view your profile. Map My Risk doesn't sell financial products: it maps the gaps, and families choose an adviser. Apply at mapmyrisk.com/partner-apply.
Apply to join the Map My Risk partner network
How advisers work with Map My Risk
- Get verified: Apply with your registration and at least 5 years in practice. Our team checks your registration by hand.
- Get found: Build your profile in 11 steps and appear in Trusted Experts.
- Receive leads: Families who have mapped their risks request a consultation.
- Send an assessment: Pick the areas. Your client answers them and consents to share.
- Walk in prepared: See their gaps in the areas they shared, with a 2-page summary PDF.
- Advise and track: Schedule, send recommendations, and move each lead from New to Won.
Illustrative adviser and client. Portal screens simplified; figures from the portal's own code. Map My Risk doesn't sell financial products.