Warning: This isn’t a sales gimmick.  It’s data-driven results.

Get your FREE 14 Day Access to the Analytic Brokerage Information Portal


  1. Make More Money on Larger Accounts
  2. Differentiate Yourself from your Competitors
  3. Use the Financial Leakage Estimator Tool  for larger P/C and Group Benefits prospects

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Magnet Prospect Portal

No Risk/Obligation AcCess – You’ll Receive…

FREE Access to the Analytic Broker Information Portal

Learn more about the Analytic Brokerage Platform, a revenue growth engine built to help brokers deliver  financial outcomes.

In the Information Portal, you’ll find:

  • Training Material Samples & Video Access
  • Financial Leakage Estimator Tool Access
  • New Business and Retention Tool Samples
  • Programs for P&C and Group Benefits
  • Exlcusive Offers to Unlock the Platform
FREE Access to the Financial Leakage Estimator

The Financial Leakage Estimator starts the C-Suite conversation.  

  • 14 Day Access to the Financial Leakage Estimator
  • Analyze Healthcare Programs to Estimate Buyer Financial Leakage in Real-TIme
  • Optimized for PC, Tablet, or Mobile Devices
  • ERISA 5500 Ready!
FREE Access to the Financial Leakage Mini-Report

Create buyer-ready Financial Leakage Estimator Reports – a Prospecting Tool Like No Other

  • Analyze 1 year of  financial information to identify existing financial leakage in a buyer’s program.
  • Analyze popular Casualty Lines and policies (Automobile, General Libability, and Worker’s Compensation) – (COMING SOON).
  • Analyze Fully-insured and Partially Self-insured healthcare policies.
  • Approach new prospects as a business consultant – a partner in their cost reduction strategy.
EXCLUSIVE OFFERS on Joining The Analytic Broker Program


Exclusive Offers to Take Your Sales to the Next Level

Full Program Upgrade Available

Just some of the Platform Highlights:

  • In-depth Sales Training Program/Support
  • Full Access to the Analytic Brokerage Platform*
  • New Business and Client Retention Tools
  • Customizable & Branded Deliverables
  • Multi-Year/Policy Complex Account Management
  • Access to Exclusive Industry Benchmark Data (provided by TCORCalc).
  • P&C and Employee Benefits Programs

* Broker and Brokerage Plans Available

Analytic Brokerage Platform
Learn More

Approach Clients at a Higher Level

Attract New Business Opportunities

Meet C-Suite buyers on their playing field: business performance improvements.

Focus the conversation around business goals and cost reduction.

Deliver a meaningful analysis to  buyers who expect data-driven results.


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.