INSIGHTS as a Service

One place for insights, metrics and opportunities to drive growth and commissions and empower producers to grow their book of business.

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Optimize your carrier strategy

Quickly identify opportunities for carrier consolidation so you can optimize your book of business and gain better commissions by placing coverage directly with providers.

Discover new leads

Find new business opportunities within your existing client base or explore new prospects in similar industries. We’ll help you identify potential clients and tailor your approach with comprehensive insights and historical data

Seamlessly manage your teams

Whether you’re looking to optimize workflows, enhance customer satisfaction or increase revenue, our Producer and Account Managers pages can help you identify areas of improvement, and develop strategies to streamline your operations and maximize performance.

Built for insurance.
Designed for you

Grow your business in market segments that are also growing

Quickly identify your top performers

Accurately knowing the volume of your business

Find policy information that wasn’t entered into the AMS

Plan your acquisition pipeline in geographies and business segments

Schedule automatic report delivery

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Trusted by an ever-growing number of leading brokers, agents and national organizations

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NPS
9.5/10
Thrilled to share our outstanding Net Promoter Score, with over 100 surveys completed by our valued clients in the past 6 months, their feedback speaks volumes. Thank you for your trust and support!