Don’t Be just another insurance broker…
See Full Platform
Attract New Business
Provide large account P&C and Employee Benefits buyers with quantified financial-impact results
Platform designed for Middle, Upper-Middle Market Account revenue generation
Avoid traditional Bid & Quote process and regain Broker Control over the entire process

Revenue Growth System:
- Deliver a Consistent and Replicable Sales Message
- Directly Impact Your Buyers’ Financial Statement
- Increase & Justify Your Broker Fees
- Offer a Data-Driven ROI to Potential Buyers
Provide Decision Support
Deliver Insights, Financial Performance Metrics and a Quantifiable Client ROI
Translate your Resource Capabilities into client outcomes
Justify and Validate Your Broker Fees with financial impact analysis

Lock the Back Door:
- Build Relationships at a Partnership Level
- Avoid Competition During the Renewal Process
- Quantify the ROI of your Partnership and Services
- Deliver Meaningful Impact Reports & Client Analytics
Grow Your Sales Footprint
Use Analytic Brokerage Platform technology to expand your prospect outreach and marketing
Tailored sales messaging engages buyer response and increases meeting opportunities
Track buyer interest to better manage your pipeline and move the sale forward

Target Your Audience:
- Directly E-Market Key Prospects and Players
- Convert Suspects into Maturated Prospects
- Score Prospects and Work Defined Action Items
- Build an Engaged Pipeline
- Market with Tailored Messaging for Engagement
Maximize Your Returns
Increase the Ownership and Shareholder Equity of Your Organization
Recruit Quality Talent with Analytic Brokerage Platform software, training and deliverables
Future-proof your firm with performance analytics, client engagement tools, and a data-driven ROI

Build a Generational Brokerage:
- Improve Account Size/Quality
- Drive Up Your EBITDA
- Recruit Quality Talent
- Improve Productivity / Client Longevity
“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.”
“I produced over $650,000 of large account new commissions and fees using the Analytic Brokerage Platform in the past 24 months.”
“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!”