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.
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.
When the system is watching.
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 installed 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.
Transparent pricing. No surprises.
First payment due on receipt of contract. Then $50–$250/year maintenance based on usage.
- Full six-module installation
- AI Advisor with agency context loaded
- Voice input
- Staff training
- Ongoing support
First payment due on receipt of contract. Then $50–$250/year maintenance based on usage.
- Full six-module installation
- AI Advisor with agency context loaded
- Voice input
- Staff training
- Ongoing support
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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