Compete, Win, and Grow

in both the Property/Casualty & group Benefits Arenas

A Revenue Growth Platform for Modern Brokerages

To meet the demands of sophisticated large account buyers, insurance brokerages must evolve their business practices to stay competitive, profitable and relevant in today’s market.

Expand your Large account pipeline

Platform Overview

 

The 5 Dimensions of the Analytic Brokerage Platform

– Producer Training –

– Client Deliverables –

– Data & Analytics –

– Prospect Development –

– Best Practices –

Download the PDF

Education and sales training

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.
Analytic Brokers receive the training necessary to create and deliver a quantifiable impact that other brokers cannot replicate.
beat your competition and gain market share
Education and sales training Includes:

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.

Differentiation through c-suite reports

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.

The focus of these deliverables are a buyer’s EBITDA, margins, shareholder value or (in the case of non-profits) surplus.

Maximize your sales now!
c-suite reports Include:

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.

Improved Productivity

Software Tools

Increase productivity, manage resource capabilities, access exclusive analytics, and increase sales and prospecting success with the Analytic Brokerage ValueSuite of products.

Create replicable and meaningful sales documents, track and valuate projects, and build data-driven firm ROIs.

Expand your Large account pipeline
Productivity tools Include:

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.

Sales and Prospecting Strategies

Prospect Development

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

Target and maturate your top large account prospects with an outcome-focused sales message. Plus, score and track prospect interest and engagement.

Sales and Prospecting Strategies Include:

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.

beat your competition and gain market share

Branding , Differentiation, and Collaboration

Best Practice Development

Brokerages from across North America, based in non-competing markets, share data and best practice for new and renewal income strategies.

Build relationships with fellow Analytic Brokers who work the Analytic Brokerage Platform to attract and retain large accounts.

Branding , Differentiation, and Collaboration Include:

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.

Top Brokerages Across North America Agree:

The Analytic Brokerage Platform is a revenue growth engine

“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

“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

“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

Take your Sales to the next level

The gateway to increased revenues lies in your ability to impact a buyer’s business model with quantifiable outcomes.