Insurance Brokerage

Turn every client interaction into growth.

Intersight's AI Revenue Growth System helps B2B insurance brokerages close more business, faster, with less admin work and more insight.

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Key Drivers of Stalled Growth in Commercial Insurance Lines

Traditional CRMs and AMSs merely record data. They don't reveal what's actually driving wins, renewals or coverage expansion.

Producers and Business Development Executives spend hours on manual data entry instead of prospecting and selling.
During renewal season, brokers are too busy chasing documents and policy updates to identify new coverage opportunities.
Coverage expansion opportunities stay buried across CRM notes, email, call transcripts and loss-run documents -impossible to surface without AI
Leadership lacks visibility into why certain producers consistently bind faster or grow their books more profitably than others.

Key Drivers of Stalled Growth in Commercial Insurance Lines

Traditional CRMs and AMSs merely record data. They don't reveal what's actually driving wins, renewals or coverage expansion. As a result:

Producers and Business Development Executives spend hours on manual data entry instead of prospecting and selling.
Coverage expansion opportunities stay buried across CRM notes, email, call transcripts and loss-run documents -impossible to surface without AI
During renewal season, brokers are too busy chasing documents and policy updates to identify new coverage opportunities.
Leadership lacks visibility into why certain producers consistently bind faster or grow their books more profitably than others.
Coverage expansion opportunities stay buried across CRM notes, email, call transcripts and loss-run documents -impossible to surface without AI

Intersight: the Revenue Growth System for Insurance Brokerages

By connecting to your CRM (Salesforce), AMS (Salesforce) email and call data, Intersight uses AI to:

Transcribe meetings, capture details and action items
Automatically update Salesforce fields for producers, based on captured insights from calls, meetings and email
Surface actionable insights from client interactions, from renewal signals to coverage expansion opportunities
Identify what's driving successful placements and recommend those actions across your producers team(s)
Draft documents to improve the transfer of knowledge about a new client from a producers to the client service team
With Intersight, brokerages gain the intelligence to grow coverage per client, accelerate time-to-bind, and replicate what top producers do best.

Producers: Save 3+ hours per week on CRM updates and note-taking.
See up to 30% lift in bind-rate on complex lines (D&O, cyber, environmental).

Key Benefits

Sales Leaders
Help your producers win more consistently and double their quoting capacity.
Practice/Agency Leaders
Grow revenue more profitably. See up to 10X ROI driven by larger premium bound and increased staff capacity.
CIOs/Tech Innovation Leaders
Streamline your technology stack while improving operational efficiency and gaining revenue insights.

Integrated with Your Tech Stack

Intersight uses generative AI and machine learning to mine data from detailed sales activities and customer interactions across multiple apps in your environment. Intersight does the heavy lifting – joining the silos across your organization – to empower you to access valuable insights and improve revenue outcomes.

Turn every client touchpoint into a growth opportunity.

Book a Demo