

The 5 Dimensions of the Analytic Brokerage Platform
– Producer Training –
– Client Deliverables –
– Data & Analytics –
– Prospect Development –
– Best Practices –
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Producer Training
For brokers to engage a buyer at a higher level, it will be necessary that they understand not only how to create a value proposition, but also to demonstrate the impact to the client.


Mentorship Program
New Producers and Veterans alike participate in an in-depth coaching program to learn how to create and deliver meaningful client results with the Analytic Brokerage Platform.

Digital Training Series
Broker and Administrative sales training available 24/7. Group learn or learn-as-you-go, the Analytic Brokerage Platform delivers comprehensive onboarding and sales training.

Workshops/Webinars
Participate in keynote webinars around important Analytic Brokerage topics or attend in-person sales seminars focused on growing your business opportunities.

Client Deliverables
Using the cloud-based system of TCORCalc, Analytic Brokers are able to demonstrate their impact on a buyer’s business results via a data-driven reporting system.

New Business Presentations
Deliver meaningful information to prospects centered on their business results. No more bid & quoting or RFPs.

Stewardship Reports
Quantify your direct impact on a client’s business model as their broker of record – get the full credit you deserve!

Resource Capabilities
Manage and valuate your resource capabilities to justify your broker fees – or – provide the proof needed to request a fee increase.
Software Tools
Increase productivity, manage resource capabilities, access exclusive analytics, and increase sales and prospecting success with the Analytic Brokerage ValueSuite of products.


Value Proposition Builder
Build a data-driven value proposition in minutes that showcases your direct impact on a buyer’s important business goals.

TCOR/TCHC Assessment
Analyze a buyer’s TRUE total cost of risk, pinpointing areas for improvement and potentional opportunities for impact.

Project Tracking & Valuation
Easily record and valuate your resource capabilities to be able to present tangible financial results to your buyers.

Prospect Development
Via the Analytic Broker Marketing System, platform members target specific larger accounts and deliver a consistent message.

Targeted E-Marketing
Send top prospects engaging, custom-crafted sales messaging to properly maturate and promote trackable interest.

Replicable Sales Messaging
The Analytic Brokerage sales messaging is designed to appeal to C-Suite buyers in both the for-profit and non-profit arenas.

Prospect Scoring System
Know where you stand in a complex sale (and what the next step is to move forward) using the IRRI Valuescore system.
Best Practice Development
Brokerages from across North America, based in non-competing markets, share data and best practice for new and renewal income strategies.


High-Level Networking
Establish relationships with other top-performing Analytic Brokerages across North America to share and create best practices.

Shared Strategies
Evolve your business model with proven new business and renewal startegies provided by successful Analytic Brokerages.

Data Collaboration
Tap into and contribute to the Analytic Brokerage Platform’s exclusive industry data, certified by TCORCalc.
“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!”