Same product. Three motions.
The job-to-be-done changes a lot between a solo broker, a multi-producer agency, and an enterprise brokerage. The capabilities don't. Pick the lens that fits your book — the page underneath is the same product, framed for your life.
Solo broker
You handle prospecting, quoting, enrollment, renewals, and service yourself. The work that doesn't happen in a given week is whatever you couldn't fit between client calls.
- 5×more prospects in active follow-up
- 12+qualified meetings booked per quarter
- 3–4 hrssaved per week not triaging email
Multi-producer agency
You have 3–8 producers, a sales leader, and you've stalled. Hiring more producers won't fix the pipeline gap. Outbound has to scale per-producer without making each producer's day worse.
- +38%agency-wide pipeline coverage
- 2.4×meetings booked per producer per month
- 0compliance escalations across pilot agencies
Enterprise brokerage
You have a sales-ops function, a marketing team, a compliance officer, and a procurement process. You need a marketing platform that fits inside an SSO + audit + BAA-ready perimeter, not a SaaS hack with a Stripe checkout.
- 1platform replaces 3–5 vendors
- 100%office-level audit coverage
- 60%of marketing-ops time freed
Not sure which one fits?
We'll look at your book size, producer count, and renewal-month spread on a 20-minute call and tell you the honest answer — even if the answer is “wait six months.”