Proposal generation
Elite proposals backed by
hard data.
A market-benchmarked proposal in under five minutes, built from your own servicing records and live carrier prices. Bring data that no other broker has.
Renewal retention
Identify your at-risk renewals
before competitors do.
Every client is benchmarked daily against the market. Above-market accounts are surfaced months before renewal so you have time to reprice and stay competitive.
Policy servicing on autopilot
Service the whole book
without touching it.
Policies and COIs processed on arrival, documents collected and chased automatically, gaps flagged the day they appear.
Broker E&O monitoring
Catch the gap before
it becomes a claim.
Every policy graded against the coverage promised to the client. Gaps surface automatically, ranked by severity. Continuous E&O monitoring across the book.
Carrier appetite and pricing
Place any risk
like a 30-year veteran.
League tables show which carriers write what, at what price, on what criteria. Market knowledge that takes a career, on day one.
