The Analytic Brokerage Platform is changing the playing field for commercial insurance and group benefits production.
It’s the only Revenue Growth Engine in the industry.
You’ll have access to this portal for 14 days. You can start your no-risk trial at any time.

Section 1 - A Revolutionary Approach to Growing Revenue

Start Here

Welcome to Analytic Brokerage – Watch this short introduction to the Analytic Brokerage Platform and the information found in this demo. (~3 min).

Results & ROI

Analytic Broker Client Results – Watch this brief video of our clients’ experience and their ROI using the Analytic Brokerage Platform. (~4 min).


Invite Interested / Key Parties – The Analytic Brokerage Platform is designed for brokerages to elevate their sales teams and resource departments to attract more high-caliber large accounts. Please include key team members in this discussion so they can participate in exploring this opportunity.

Whether you work in Property/Casualty or Group Benefits sales, you’ll need production training to excel in C-Suite level sales discussions around your financial impact. Here’s a small sampling of the robust training the Analytic Brokerage Platform provides:

Section 2 - Property/Casualty - leverage data your competitors can't replicate

Property / Casualty Highlights:

  • Attract larger middle and upper-middle market accounts with an outcome-driven sales process and tools.
  • Quantify your value proposition and translate the results to your buyer’s financial statement.
  • Lock the back door on your competitors with data-certified results they can’t replicate.
  • Gain credit for the financial value of your risk control services and specialty projects.
See full Platform Features


Enterprise Cost of Claims – How the Analytic Brokerage Platform uses certified data to measure the complete cost (direct/indirect) of a claims event as it ripples through a buyer’s financial statement. (~5 min).

TCOR 2.0

Total Cost of Risk 2.0 – The Analytic Brokerage Platform provides the only comprehensive TCOR model in the industry. Measure your impact by analyzing a buyer’s complete costs AND the impact of your services. (~2 min).

Section 3 - Group Benefits - differentiate Your Process - Deliver Financial Results

Group Benefits Highlights:

  • Attract larger accounts (250+ lives) with advanced financial outcomes and C-Suite decision support tools.
  • Engage sophisticated buyers with KPI-driven results and accurate cost assessment capabilities.
  • Value the impact of your health programs and services and demonstrate their efficiency in cost reduction.
  • Quickly entice new business using ERISA 5500 filings to build a sense of urgency in the C-Suite.
See Full Platform Features

C-Suite Urgency

Creating a C-Suite “Sense of Urgency” – How Analytic Brokers use financial metrics (not trend/PEPY) to build a C-Suite-level discussion around buyer Key Performance Indicators during the group benefits sale. (~2 min).


Total Cost of Human Capital – Learn how to correctly measure a C-Suite buyer’s cost structure, financial leakage, and the role of your resources and services in a cost reduction strategy.  (~7 min).

Section 4 - Discover Our C-Suite Ready Revenue Creation Tools

Revenue Creation Tools Highlights:

  • Prospect larger accounts with a proven system.

  • Building a Sense of Urgency in a new buyer.

  • Deliver an outcome-driven new business proposal.

  • Measure the ROI of your impact with existing clients.

The Analytic Brokerage Platform has the tools and reports you need to supercharge your sales process.

See Full Platform Features

New Business

The Financial Leakage Report – See how brokers are using financial outcomes to engage, create urgency, and close the C-Suite sale. (~4 min).


P/C Version:


Group Benefits Version:



The Value Report – Translate the impact value of your relationship and justify your fees at stewardship to retain sophisticated C-Suite buyers. (~4 min).


P/C Version:


Group Benefits Version:


Section 5 - become a market disruptor - Join the Analytic Brokerage Platform


Grow Your Footprint – See how our clients use the Analytic Brokerage Platform to revolutionize their large account production. (~4 min).

Ready to maximize your market share?

Unlock the full platform

“We have developed and retained over $1,200,000 in revenue and consulting fees in the past year alone with the Analytic Brokerage Platform and TCORCalc.”

-Principal / Southwestern Brokerage



“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.”

Principal / Western Brokerage

“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!”

Principal / Eastern Brokerage
“You’vehelped us transform our firm’s business model and have re-energized our producers. This business is so much more interesting and fun now.”
Principal / Southwestern Brokerage

“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.”

Top Producer / Southwestern Brokerage

“I produced over $650,000 of large account new commissions and fees using the Analytic Brokerage Platform in the past 24 months.”

Top Producer / Midwestern Brokerage

“We focused all of our prospect conversations on the financial impact of our resources. We won the account and never spoke about insurance pricing.”

Producer / Top 50 Brokerage