
Financial Leakage Assessment
Accurately assess a buyer’s existing cost structure, pinpoint areas of financial leakage, and develop a plan of action to address it.

True Loss Costs Valuations
Quantify not only hard dollar losses, but also indirect loss costs (one of the greatest sources of financial leakage).

Resource Valuations
Track, manage, and valuate your resource capabilities AND present the buyer with a financial impact assessment.

Key Performance Indicators
Attach your value proposition to the metrics buyers care about most. Impact EBIDTA, ownership equity, and more!

Industry-Specific Benchmarks
Gain insight into a buyers specific industry, including regional and state analytics, and create accurate cost/impact assessments.

Data Certification
Present results with confidence as it is verified by a third-party, independent data organization (TCORCalc) with stringent review.

Firm Best Practices
Develop unique performance benchmarks that showcase your firm’s ability to impact your best buyers’ bottom lines.

Data-Driven ROI
Offer large account buyers a unique opportunity to partner with your firm by delivering data-based results.

Certified Value Propositions
Deliver powerful results-driven financial ROI’s that are certified using industry data and directly attached to buyer KPIs.
“We wrote a large grocer with $400K in revenues and more in the coming years. Thanks to the Analytic Brokerage Platform we’ve already shown a $500,000 VP in our first 3 months of working with them.”
“Our broker delivered the Financial Leakage Report to a prospect that presented significant financial leakage and a plan to recapture it. They walked away with $125,000 in new revenues! Thanks!”
“I picked up a $100,000 revenue account on a BOR that was 100% based on metrics, quantifiable impacts and ROI. We were appointed as the broker with just one meeting.”
“I produced over $650,000 of large account new commissions and fees using the Analytic Brokerage Platform in the past 24 months.”
“We focused all of our prospect conversations on the financial impact of our resources. We won the account and never spoke about insurance pricing.”