Focus on the channels that drive profitable growth
Insurance distribution is only as strong as the brokers who deliver it.
Northwind Insurance Brokers
Monthly review • Contract renewal in 90 days
Built for brokers
who win every renewal
Insurance distribution is only as strong as the brokers who deliver it.
Account Managers
Deep, consistent analysis
Broker Liaisons
Sales Directors
Strategic oversight & escalation
Retention Specialists
Domain expertise
From alert to action in minutes
The objective of this agent is to increase profitable premium through optimized broker engagement.
The Trigger
You define when the agent should activate. When conditions are met, it starts working automatically.
- Monthly cycle close: First business day after month-end premium data is finalized
- Quarter-end deep dive: More comprehensive analysis including year-over-year trends
- Ad-hoc request: Sales leadership requests a mid-month check on specific regions or segments
360° View
The agent opens a tailored dashboard consolidating data from all your systems.
- Broker scoreboard ranking all brokers by GWP, hit ratio, and loss ratio with variance to target
- Submission funnel metrics showing quotes submitted, quoted, bound, and declined by broker
- Quote-to-bind conversion tracking hit ratios by broker, product line, and customer segment
Automated Analysis
The agent follows a structured analysis flow, combining checks with exploratory reasoning.
- Production assessment: Ranks brokers by GWP contribution and calculates variance to target, identifying those exceeding quota and those falling short by more than 10%.
- Conversion analysis: Evaluates hit ratios across brokers to identify those with strong quote-to-bind performance versus those losing too many opportunities.
- Loss experience review: Flags brokers whose trailing 12-month loss ratio exceeds thresholds (e.g., 65%) or shows deterioration of more than 10 points.
Actionable Output
After analysis, the agent creates a human-friendly report with everything your team needs.
- Executive summary: One-paragraph overview of portfolio performance, highlighting key wins and concerns
- Top performers list: Brokers exceeding targets with recognition recommendations and potential for increased capacity
- Underperformers requiring action: Brokers missing targets with specific engagement recommendations
Delivery
Reports are sent automatically via email or accessed directly in Veezoo.
Key benefits for sales teams
Concrete, measurable value for your team from day one
Faster review cycles
Before: 2-3 days to compile broker performance data from multiple systems. Now: complete analysis delivered the morning after month-end close.
Earlier intervention on losses
Catch brokers with deteriorating loss ratios 3-6 months sooner, potentially avoiding 5-10% of preventable loss development.
Quantified engagement recommendations
Move from "we should talk to this broker" to specific actions: increase capacity, require underwriting review, or schedule business review.
Up and runningin production in weeks
To deploy this Agent, you connect Veezoo to your existing Data Warehouse, typically containing data from:
Ready to explore Broker Performance Review?
Fully customizable to your workflows, data sources, and business requirements.
Typical initial implementation in weeks, not months.