Book Intelligence.
The Round-Out Engine is where it starts. It's the first module of one system built to make your agency aware of everything happening across its own book — inside it and around it.
One system, not a menu.
This isn’t a list of services. It’s a single system that deepens. Internal signals tell you who to round out and who’s about to leave. External signals tell you whose risk just changed and which carrier shift just hit you. Unified, on your book, they give a small independent the awareness of a national broker with a data team behind it.
Round-Out Engine
Available nowThe weekly ranked list of which existing clients to cross-sell, and what to pitch each.
The entry module. Reads the book, ranks by expected premium, drafts the pitch, and delivers a list your producers work every week.
Risk-Change Radar
RoadmapWatches public signals on your commercial clients and flags when their risk shifts, so you call before renewal.
New locations, hiring surges, fleet additions, filings, lawsuits — when a client’s exposure changes, you know first and call with the right coverage before they think to ask.
Carrier-Shift Intelligence
RoadmapWhen a carrier changes rates or appetite, instantly flags every client in your book it hits.
Instead of reacting client by client through a hard market, you see the whole affected list at once and remarket before the shock renewal reaches them.
Valuation Cockpit
RoadmapTracks the KPIs that set your agency’s sale multiple, and what to fix to raise it.
Retention, policies per client, book mix, contingent commissions — the numbers that decide what you sell for, tracked continuously, with the specific moves that add a turn.
Institutional Memory
RoadmapCaptures your best producers’ carriers, appetites, and closed deals, so the knowledge never walks out the door.
When a senior producer retires, the book’s brain leaves with them. This keeps it — queryable by anyone on the team.
Your engineering team, not a vendor.
Book Intelligence is where we start. Once we’re inside your systems, we build whatever your agency needs — anything with an API, anything that would otherwise take a data team you can’t hire. Most agencies your size will never staff that team. This is how you get one.
We work with a small number of agencies.
If reading your book that way is worth a conversation, request one.