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Description
Explore innovative revenue avenues for current clients by leveraging AI with Propense.ai, the premier data-centric platform dedicated to enhancing cross-selling efforts. This solution converts internal data into practical revenue-generating insights, equipping leadership and professionals with tools to better meet client needs, derive strategic intelligence, and boost overall firm revenue. Users benefit from immediate access to cross-selling scores across firms, clients, industries, and tailored segments, along with accurate forecasting metrics for their cross-selling objectives. By proactively identifying new revenue opportunities within existing client bases, Propense.ai helps businesses navigate market shifts to uncover fresh pipelines. As a SaaS platform, it employs AI technology to pinpoint new revenue potentials, utilizing a B2B predictive sales intelligence model that analyzes both historical and market data to expose hidden revenue opportunities. Harnessing these insights allows firms to effectively streamline their cross-selling strategies and enhance profitability in an ever-changing landscape.
Description
With more than $130 billion in active premiums, RiskMatch stands as the leading data and analytics platform designed to equip agencies and brokerages with the insights necessary for business expansion. It offers enhanced recommendations, pinpoints specific revenue streams, and guides executive choices, ultimately fostering growth and strengthening ties with both clients and insurers. Despite having access to a vast array of data, lacking the appropriate tools can feel like navigating without light. Discover how RiskMatch can illuminate your data landscape today. Agencies and brokers leveraging RiskMatch are equipped to respond to critical inquiries, achieving an average of 7% higher renewal rates and successfully cross-selling 1.4 additional products for each customer. The Analytics in Your Inbox feature provides producers and account managers with essential renewal details, commission breakdowns, and cross-sell potentials. You can visualize your entire operation in real-time, organized by office, producer, product, industry, insurer, and premium category, giving you a comprehensive overview that enhances decision-making processes. By utilizing these insights, organizations can not only improve their performance but also create more meaningful connections with their clients.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Propense.ai
Country
United States
Website
www.propense.ai/
Vendor Details
Company Name
Vertafore
Founded
1985
Country
United States
Website
www.vertafore.com/products/riskmatch-agents-brokers