Big News from AgencyKPI

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 estimatesHelps 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 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.

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