Your renewal book is your most valuable asset. Most brokers aren't working it like one.
Built for independent P&C brokers with 500 to 1,500 policies and a commission book worth protecting.
We assess what's actually costing your agency renewals and commission, build the fix around your book, and get it running in 30 days.
What's breaking in your agency.
Independent brokers lose 8–12% of their book annually to unworked renewals. Not because clients left. Because nobody called. That's a system problem not a people problem.
Your top growth channel tracked in your head or a spreadsheet. No data on who's producing, who's stalling, and who deserves your attention this week.
Prospects in someone's memory. No next action. No days-since-contact counter. No visibility into what's about to close and what's about to go cold.
You're quoting with carriers based on familiarity not performance. Some of your 14 carriers are earning your business. Others aren't. You don't know which is which.
One example of what changes when the system is watching.
What's below reflects one example build, a reference for what an Insurance Command Center can look like. It is not a fixed package. Your system is scoped to your book, your carriers, and your referral network after the diagnostic. If your biggest leak is somewhere these modules don't touch, that's what gets built instead.
Every renewal with commission at risk is visible and actionable before it's gone. Not after.
Know exactly which partners are producing. Who closed the most policies. Who hasn't sent a lead in 90 days. Stop treating all partners equally.
Every prospect has a next action, a stage, and a days-since-contact counter. Nothing falls through because the system won't let it.
Close rates, commission rates, and competitive pricing visible across every carrier. Route business to the ones that close.
$27,472 in commission at risk in the next 90 days is the number most brokers have never seen written down. This Command Center puts it on your screen every morning.
Three phases. No ambiguity.
20 minutes. We map exactly where your operation is losing time and revenue. No pitch.
Your Command Center is built around your book and carrier mix, and live in 30 days. Scope, price, and timeline locked before we start.
You own everything. No retainer. No dependency. The system runs without us.
Scoped to your agency. Never off-the-shelf.
Every engagement is priced after the diagnostic, not before it. What you get is a system built around your policy count, carrier mix, and referral network, plus a proposal with exact scope, timeline, and price before you commit to anything.
Pricing varies by agency size and scope. Agencies at the lower end of the 500 to 1,500 policy range start lower. Larger books and multi-location agencies are custom-scoped. You'll know the number before you decide, not after.
Ready to see what this looks like for your agency?
20-minute diagnostic. No pitch. No deck. Just a clear picture of what we'd build and what it would change.
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