Access to the Analytic Brokerage Platform
The Analytic Brokerage Platform is a web-based application designed for brokers and brokerages to supercharge their production by creating quantifiable financial outcomes for large account buyers.
Producer License(s)
Speak the language of the C-Suite.
Deliver financial outcomes and impact Key Performance Indicators for your best clients and prospects.
Administrator License(s)
Manage complex accounts with ease – step by step administrative oversight and data entry.
Resource Personnel License(s)
Track, manage, and valuate client services, projects, and risk control mechanisms for franchise accounts.
Analytic Brokerage Production Training
Learn how to speak the language of the C-Suite, build a “sense of urgency” with new prospects, and deliver outcome-based new business and stewardship presentations with certified data from TCORCalc.
Analytic Broker On-Boarding Program (8 Weeks)
A weekly training course to learn the Analytic Broker process while working with real prospects/accounts.
Learn as you go – training material and action items delivered to your inbox for remote learning.
Invitations to regular Q&A and deal sessions with the Analytic Brokerage team to further your skillset.
Access to the Analytic Broker Sales Training & Resource Portal
Access our vast library of Analytic Broker training material, production tools, and marketing materials.
Invites to Recurring and Keynote Webinars
Join us online for recurring topical webinars and keynote presentations focused on large account production.
Discounted In-Person Sales Workshop Invites
Exclusive invites and client-only discounts to join us in Scottsdale, AZ for in-depth Analytic Brokerage workshops. Topics vary.
New Business Production Tools
Prospect, score, and approach clients with the Analytic Brokerage Platform’s new business tools. Swim upstream and deliver financial results to discerning C-Suite buyers who are under-served by their “traditional” broker.
IRRI ValueScore™
Know where you stand with a prospect in the sales cycle and, more importantly, know what you need to do next to win the business with the IRRI ValueScore system.
Fill your prospect pipeline with better quality, larger-revenue accounts. Track, score, and rank their maturation in the Analytic Brokerage Platform.
Financial Leakage Estimators (Benefits and P/C)
Start a compelling new business discussion by creating snap financial leakage estimates for a buyer with just a few clicks (or swipes).
Estimate the financial impact of your risk control, resources, or specialty products during the sales process.
Sales meeting ready – optimized for tablet, mobile, or PC .
The Financial Leakage Report (New Business Presentation)
Accurately measure a buyer’s financial leakage amount and its impact on their business model.
Take the BOR – demonstrate how your firm can recapture the controllable expense of their financial leakage.
Speak the language of the C-Suite (outcomes, KPI’s, growth potential) and leave your competitors behind (who are speaking the language of insurance policies and ex-dates).
Set the table for your resource team, consultants, and specialty resources to create a demonstrable (and quantifiable) impact at stewardship.
Available for Group Benefits and Property/Casualty Accounts.
Projected Value Estimator (Group Benefits Only)
Create outcome-driven new business presentations by projecting the impact of your healthcare services and programs on a buyer’s existing financial leakage.
Analytic Brokerage E-Marketing Service
Add large account prospects to our automated email service. We’ll create the content, send the emails, and track prospect engagement for you.
Gain access to the “Hot Prospects” report – a detailed report of your prospective buyers’ engagement.
See who opened the emails, shared them, and more.
No more cold calls!
Firm-Branded Analytic Brokerage Microsite (Lead Generation)
Generate leads from your own firm-branded microsite to promote your Analytic Brokerage capabilities.
This supplemental microsite compliments your existing company page. We manage the content, help you embed the site, and send you the sales leads.
(This service requires the Analytic Brokerage E-Marketing Service.)
Large Account Retention Tools
Middle and Upper-Middle Market accounts require a certain level of sophistication (and technology) to manage correctly. Buyers expect their brokers to bring more to the table than placement expertise. They want capital improvements and business intelligence.
Total Cost of Risk 2.0 / Total Cost of Human Capital™
Measure a buyer’s true cost structure using the only 100% complete analysis model in the insurance industry:
TCOR 2.0.
The Total Cost of Human Capital (TCHC) model is available for Group Benefits.
The ValueReport (Stewardship)
Quantify the value of your performance in terms of financial impacts and key buyer metrics at stewardship.
Speak the language of the C-Suite (outcomes, KPI’s, growth potential) and leave your competitors behind (who are speaking the language of insurance policies and ex-dates).
Quantify the value of your projects, services and specialty risk control programs.
Available for Benefits and Property/Casualty Accounts.
Risk Control & Resource Impact Tracking
Track, manage, and valuate the risk control services you provide to buyers. Log labor hours, customize templates, and assign resource personnel to the task.
Operational Exposure Report (P&C Only)
Access a specialty TCOR report for commodity-driven organizations with fluctuating market conditions.
Measure your performance using the Analytic Brokerage Platform’s proprietary “Operational Exposure” analytics.
Whether it’s the agricultural or energy sector, the OpEx Report can accurately quantify your TCOR 2.0 impact.
Fee/ROI Validator
Use this powerful tool to demonstrate the ROI of your partnership in relation to your broker fee.
Use data and outcomes to justify it, or increase it!
Access to Industry-Exclusive Data
Access exclusive benchmarks from TCORCalc, North’s America’s leading authority on risk management program analytics and insurance industry benchmarks. TCORCalc-certified data power the Analytic Brokerage Platform.
Enterprise Cost of Claims Analysis (P/C Only)
Learn More
Quantify the “soft costs” of a claims event as it ripples through an organization.
Gain access to certified-benchmarks by line of coverage, industry, and region.
Healthcare Direct/Indirect Cost Calculations (Group Benefits Only)
Calculate the financial leakage of a healthcare program by quantifying the direct/indirect additional expenses of the program.
TCORCalc quantification metrics come from multivariate studies conducted in North America with over 1,000 participating firms. 75% of respondents have between 250 – 5000 employees.
Risk Control, Projects, and Resource Valuations
Take credit for the risk control services, projects, and specialty resources you deliver to buyers.
Add financial value to your value-added services with user-friendly project templates and valuations.
Analytic Brokerage Best Practices Analytics (Firm-based Results)
Build your firm’s unique performance metrics over time (client cost reduction, improved client margin, etc).
Project your impact on a buyer’s financial statement based upon your certified client results.
Note: These analytics are only available for firms in the Certified Analytic Brokerage program.
Technical & Sales Support
Gain access to the Analytic Brokerage Sales Training and Resource Library and exclusive invites to our regular Keynote Webinars and client discounts to our in-person Workshops in Scottsdale, AZ.
On-Boarding Program (All Users)
8-week, learn-as-you-go sales and application training system.
Training provided to sales teams (sales leaders, brokers, administrators, and resource personnel).
Designed for group learning (meeting format) or individual.
Knowledge Base (All Users)
Have a technical question? Visit our Knowledge Base for answers to commonly asked questions and tutorials.
Available online. 24/7.
Sales Training and Resource Portal (All Users)
Access our vast library of Analytic Broker training material, production tools, and marketing materials.
Basic Technical Support (All Users)
Our support team is ready to tackle any errors with the Analytic Brokerage Platform.
Simply submit a support request.
Average response time: ~24 hours.
Premium Concierge Service (Additional Fee May Apply)
Do you need additional help on data entry or generating/understanding specific reports?
We offer an advanced concierge service. Contact us for details.
Advanced Sales Consulting (Additional Fee May Apply)
Large deals are complex. Gain one-on-one sales coaching from an Analytic Brokerage Platform sales expert.
This service is available at an hourly rate. Contact us for details and to reserve your time.
Advanced Technical Support (Additional Fee May Apply)
Need help integrating portions of the Analytic Brokerage Sales Platform into your existing infrastructure?
Our technical experts and developers can help build your custom solution. Contact us for pricing.