Looking to optimize workflows, enhance customer satisfaction or increase revenue. Producer and Account Manager KPI’s can identify areas of improvement, and help develop strategies to maximize performance.

Integrate data across all parts of your organization. Identify areas of inefficiency, redundancies, or opportunities for improvement that might not be apparent when analyzing each business component separately

We enrich your data to add missing information, fill gaps, and append from external sources, so you can gain deeper insights into your business and customers.

Find opportunities within your existing client base or find new prospects in similar industries. Search any business, individual and location is the U.S. Add to your prospect list with one click.

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

It’s important to ensure that all critical fields are filled out completely in order to prevent any errors or omissions. We’ll notify you and your users of any missing and critical policy/customer fields.

One single source of truth

Managing your business on a set of KPI’s. We can help identify laggards and top performers by process, industry, product, carrier and others with a point and click.