LET OUR TECH DO THE HEAVY LIFTING

Data-driven customer self-service tools

Relieve broker burnout, increase retention and sales, and improve profitability with our all-in-one self-service and automation tool.

SAVE THOUSANDS OF HOURS WITH AUTOMATION

You don’t need a marketing team to send automated email marketing messages to your clients. In under a minute, send new business automated emails with policy info or automated renewal emails without any manual input! Save hundreds of people-hours, increase retention and put your brand at the forefront.

SEE THE FUTURE WITH PREDICTIVE ANALYTICS

There is nothing else like it in the market! Our Retention AI tool scans your entire book of business in nanoseconds to identify clients who will likely cancel with you. Save the business, increase your retention, and grow your brokerage with data-powered technology. Did we mention it’s super easy to use?

THESE ARE NOT YOUR BMS REPORTS

Having lots of data at your disposal is great, but if your BMS can’t tell you what that data means, what’s the point? Our broker dashboard gives you insight into your book of business like never before. Make informed decisions with the live data from operations to sales and marketing.