Market Assistance – the data platform already trusted by top agencies and networks to drive placement efficiency, is about to get a major upgrade. We’re expanding its capabilities to help producers and leaders not only place smarter but also sell more and prospect better.
What’s New?
Cross Selling Insights
Surface “next best coverage” opportunities inside your existing book.
- Finds gaps by NAICS and common coverage bundles
- Prioritizes monoline/high-premium accounts near renewal
- Provides clear commission uplift estimates
- Helps producers focus on who to call, what to pitch, and when
- Leverages our platform’s knowledge of your book (retention and commission rates) and carrier agreements to predict lifetime value and profitability of these new accounts and policies
Prospecting Support
Go beyond your current book with intelligent prospecting.
- Integrates third-party data (think phone numbers & email addresses)
- Identifies high-potential prospects that look like your best clients
- Gives producers a curated list of leads that are most likely to convert• Again leverages platform knowledge of your book and carrier agreements
- Again leverages platform knowledge of your book and carrier agreements to predict lifetime value and profitability
Why it matters:
With Placement + Cross Sell + Prospecting, Market Assistance now delivers a closed-loop growth engine:
Find the right prospects → Place business efficiently → Cross-sell to deepen relationships.
This is just the beginning. Our vision is to transform Market Assistance into a true next-best-action platform for agencies, brokers, and networks.
