Proposal Generation
Elite proposals backed by hard data.
In less than five minutes generate a proposal with data from policy servicing records, benchmarked against live carrier prices. Walk into your pitch with data no other broker has (not even Marsh, Aon or Willis).
Portfolio Renewal Management
Identify at-risk renewals
Every policy in your portfolio is price-benchmarked against our $7.3B market database so you can see where your customers are above market and at risk for non-renewal.
Renewal Prioritization
Renewals organized to make you most effective
Renewals are organized by policy expiration date so you know what to focus on now, and what can wait till next week.
Carrier Appetite and Pricing
Expand your expertise so you can sell to new markets
Learn from our appetite and pricing database which carriers are writing, for what exposures, at what price, and criteria. Learn market knowledge that takes an entire career to master.
Price Benchmarking
Catch pricing moves before renewal.
Daily pricing movement across markets, asset classes, and geographies. Spot softening and hardening early.
