Listen to Our Clients - Your Questions May Be Answered

Watch this video to see and hear how the Analytic Brokerage Platform has helped many of our clients drive growth and make more money on larger accounts.

Analytic Broker Success Stories

We picked up a BOR for the P/C program ($50K in revenues) and sold a $40K fee-for-service deal

One of our newer producers made a cold call to the CFO of a large manufacturing operation. The CFO said, ”I will take the meeting, but I don’t want to talk about insurance.” The producer and a colleague from our risk management services team attended the meeting and determined the account had some significant losses. They focused the conversation around our resources and ability to compress a buyer’s costs. We picked up a BOR for the P/C program ($50K in revenues) and sold a $40K fee-for-service deal.

-Large Southwest Brokerage Firm

The buyer recognized the immediate ROI

We picked up a $50K revenue account by introdcuing our Loss Control team at the right time in the sales process. We quantified the impact our resources would have on their financial leakage. The buyer recognized the immediate ROI they would receive with our team and appreciated our focus on improving their bottom line.

-Large East Coast Brokerage Firm

We delivered a ValueReport that showed how we had already provided a $500K Value Proposition

We landed a fast-growing grocery chain by showing the CFO their financial leakage problem and how it was getting worse as they grew. Three months after they appointed us as the broker (with $400K of revenues to us), we delivered a ValueReport that showed how we had already provided a $500K Value Proposition.

-Large Southwest Brokerage Firm

We walked away with a BOR and $125,000 in NEW REVENUES

We were referred into an opportunity by a friend of a friend. The CFO reluctantly took the introductory call because he felt he had to. We focused our first meeting on how we would help them recapture their financial leakage. The CFO’s mood switched from skepticism to curiosity when he asked, “Wait, what do you do?” During our next meeting we delivered a Financial Leakage Report that presented significant financial leakage… and a plan to recapture it. We walked away with a BOR and $125,000 in NEW REVENUES

-Large East Coast Brokerage Firm