The fastest revenue in insurance is the business you already have. We scan your book, detect monoline clients + coverage gaps, score each opportunity by probability × premium, and draft the outreach email per client so your producers can fire them in 20 minutes.
Opportunities found
9
of 10 clients scanned
Projected annual lift
$26,234
Probability-weighted, not gross
Personal lines
$6,262
Bundle + umbrella-led
Commercial lines
$19,972
WC / Cyber / E&O gaps
Aldridge Construction LLC
Priority 1068
Commercial · 4y client · Current: Commercial GL
Workers CompCommercial AutoCyber
+$10,448
Franke Dental PC
Priority 439
Commercial · 3y client · Current: Commercial GL
CyberProfessional Liability
+$4,176
Hess & Sons Plumbing
Priority 354
Commercial · 5y client · Current: Commercial GL, Commercial Auto
Has W-2 employees and likely meets state threshold for required Workers Comp. High-urgency compliance pitch.
Commercial Auto
est. $6,800/yr75% likelihood
Fleet vehicles identified. Commercial Auto is required for business-use vehicles and may currently sit uninsured or under personal auto.
Cyber
est. $2,800/yr68% likelihood
Handles sensitive customer/patient data. Cyber is the fastest-growing commercial line — and claims history makes the pitch easy.
AI-drafted outreach · Personalized per client
Subject
Quick thought on Aldridge Construction LLC's coverage mix
Hi Aldridge,
I was doing some book-review work this week and Aldridge Construction LLC came up. You've got Commercial GL with us, which is great — but I noticed we don't have Commercial Auto on file.
Given 18 w-2 employees (workers comp gap), this is usually a conversation I recommend we have sooner rather than later. Typical ballpark runs about $6,800/yr for a business your size, and it closes a coverage gap that could get expensive if anything goes sideways.
Can I get 15 minutes on the calendar? I'll run the quote, explain what it covers, and you can decide from there. Zero pressure.
— [Your name]