Your best book of business is sitting in your own system
Producers know their top accounts. What they don't see is the monoline client who should have umbrella, the account with a fleet that grew, or the renewal that's 120 days out with no marketing started. Advisors have the same gap: households with held-away assets, a business owner nearing a liquidity event, a client whose plan hasn't been reviewed in two years.
The data to spot these is already in your AMS or CRM. It's just spread across policies, notes and activities that nobody has time to read. And when a new sales tool shows up as another login, adoption stalls in a month.
- Cross-sell and account-rounding opportunities go unnoticed
- Renewal pipelines are tracked in spreadsheets outside the system of record
- Prospect research and proposal prep eat producer selling time
- Managers can't see pipeline without asking everyone for an update
What we build
Renewal and cross-sell prompts
Scan your book for coverage gaps, upcoming renewals and life or business events, and put a short, reasoned list in front of each producer or advisor every week.
Prospect research and call prep
Build a one-page brief on a prospect from public sources and your own history with them: operations, likely exposures, current relationships and who to call.
Proposal and outreach drafts
Draft proposals, coverage summaries and follow-up emails from the account file in your firm's voice, for the producer or advisor to edit and send. Marketing content can route to compliance review first.
Pipeline views in your existing platform
Give sales managers a live view of pipeline, renewals and activity inside the AMS or CRM you already use, instead of a separate dashboard nobody opens.
How it works
Step 1: Define what a good opportunity looks like
We sit with your top producers or advisors and sales leadership to write down the signals they already use: coverage gaps, account size, lines written, life events.
Step 2: Connect to your book of business
We connect to your AMS or CRM with scoped access and build the logic that surfaces those signals across the whole book.
Step 3: Put it where your people work
Prompts, briefs and drafts show up in the platform, inbox or Teams channel your team already uses. No new app to learn.
Step 4: Tune it from feedback
Producers mark suggestions as useful or not. Under our Operate retainer, we use that feedback to tighten the logic month over month.
Systems we connect
- Your agency management system (AMS), scoped during Discovery
- Salesforce- and HubSpot-class CRMs, including wealth-management CRMs
- Microsoft 365, Outlook and Teams
- Google Workspace
- Proposal templates and marketing libraries in SharePoint or your document store
Related work
Commercial insurance agency: sales hub MVP
We scoped a sales hub MVP for a commercial insurance agency, designed to run on the agency's existing platform so producers wouldn't have to adopt a new system. It's a scoping engagement, not a delivered build.
Questions sales leaders ask
Will this send emails to clients on its own?
Not unless you want it to. By default, drafts go to the producer or advisor for review and sending, and regulated firms can route them through compliance review first.
We tried a sales tool before and nobody used it. Why is this different?
We build inside the platform your team already uses and start with the signals your best people already trust. If it's not useful in the pilot, we change it before rolling it out.
Can managers see pipeline without extra data entry?
That's the goal. Pipeline views pull from records your team already keeps, and the tool can prompt for the few fields that are missing.