CLIENT

INSIGHT

CLIENT INSIGHT provides brokers with insight into insurance pricing, losses, and exposure data on existing, new, and prospective clients. Differentiate yourself and become your client’s most knowledgeable trusted advisor.




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CLIENT INSIGHT ENABLES BROKERS TO:

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MAXIMIZE GROWTH

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INCREASE CLIENT RETENTION

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IMPROVE EFFICIENCY & EFFECTIVENESS

PRO VS. EXPERT: WHICH IS RIGHT FOR YOU?

CLIENT INSIGHT PROFESSIONAL

Client Insight Professional provides business exposure information, limit, retention and pricing benchmarking, news as well as large loss anecdotes for the insured and their peer-group.

Client Insight Professional is delivered via Advisen’s online platform and on-demand reports.

CLIENT INSIGHT
EXPERT

Client Insight Expert features powerful tools to help brokers evaluate appropriate limits and gain insights into optimal market selection and carrier appetite. Available as a paid upgrade to Client Insight Professional.

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CLIENT INSIGHT EXPERT: LOSS BENCHMARKING

  • Loss Benchmarking provides brokers with industry and peer group comparative loss experiences for enhanced limit adequacy, retention suitability and rate validation capabilities to ensure they provide best in class advisory services.
  • Loss Benchmarking enables users to:
    • Highlight missing or inadequate lines of cover
    • Pinpoint risks from loss history
    • Identify potential exposures and risks from an industry’s experience
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CLIENT INSIGHT EXPERT: PLACEMENT ANALYTICS

  • Placement Analytics provides brokers with advanced insight into optimal market selection and carrier appetite, leveraging a highly diversified and independent set of policy data for a more comprehensive analysis.
  • Client Insight Expert is available as a paid upgrade to Client Insight Professional.

CLIENT INSIGHT DATA

All data is searchable by market segments including: geography, company size, company type, industry, and coverage type. Client Insight data includes intersected:

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Policy details on millions of transactions

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Loss information on millions of events

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Business information on all businesses with greater than $500k in sales

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Summary industry analysis on more than 100 industries

'KNOW YOUR LIMITS' NEWSLETTER

As part of a Client Insight subscription, every Monday you will receive a free weekly newsletter called Know Your Limits. The newsletter is filled with examples of everyday insurable commercial losses across a wide range of industries and LOBs.

What you will get out of Know Your Limits:

  • Ability to communicate the importance of good insurance limits to prospective clients.
  • Help you and your current clients make more informed insurance buying decisions.